Location: Remote (U.S.-based)
Department: Client Success
Reports to: Vice President of Client Success
About UpMetrics
At UpMetrics, we're building a world where impact organizations have the knowledge, tools, and connections to achieve their missions. Our mission is to help organizations accelerate impact through innovative technology and community, connecting funders and mission-driven organizations with the capital, insights, and relationships they need to succeed.
To deliver on this mission, we provide an impact reporting platform in combination with expert services. Together, these products empower organizations to collect, analyze, and learn from their data—gaining insights and sharing their stories to inspire change.
As a Senior Client Manager at UpMetrics, you will manage a portfolio of mission-driven clients, guiding them from onboarding through long-term success on the UpMetrics platform. We are looking for a relationship-oriented, strategically minded individual to serve as a trusted advisor to foundations, nonprofits, and/or impact investors working to measure and communicate their impact. The role requires experience in client-facing work such as account management, consulting, or customer success, building relationships with diverse stakeholders, as well as navigating complex projects in a fast-paced, remote environment. This is a great opportunity for someone who wants to sit at the intersection of technology and the social sector, while playing a meaningful role in how impact-driven organizations understand and tell their story.
This position is full-time and remote. There may be occasional travel to partner/stakeholder locations as well as internal company meetings.
Responsibilities
Build genuine relationships with client teams, including decision makers, influencers, main points of contact, and nonprofit partners
Serve as a trusted advisor to foundation and nonprofit partners by deeply understanding their impact goals, data collection approaches, and metrics for success — providing guidance on data best practices, KPI measurement, and how to tell their impact story
Manage revenue including renewal, expansions, and referrals across clients in your portfolio
Lead success planning and quarterly business reviews (QBRs) with clients, tracking progress against goals and identifying opportunities to deepen value realization
Build a deep understanding of UpMetrics’ product and how it is best deployed across verticals so you can drive the client experience toward success
Lead a successful client onboarding process with team members aligned to specific client needs, facilitating sessions to help clients define their goals and data collection strategies
Balance big-picture and detail-oriented thinking to ensure that clients are on a path to reach their goals and that blockers are promptly addressed
Ensure that the UpMetrics platform is successfully implemented and embedded in key decision-making processes for clients
Manage multiple competing priorities to provide quality, sustainable levels of support to all clients in your portfolio, using technology and tools to stay organized
Serve as the “voice of the customer” internally to help drive the product roadmap
Understand how new features and product innovations will impact the user experience and communicate with clients to boost engagement
Continue to build your own knowledge and expertise by learning more about your clients’ work and the challenges they are trying to solve
Build community among clients and facilitate introductions in the sector as appropriate
Effectively use tools such as Salesforce, Slack, and Asana to support internal communication and collaboration in a remote environment
Relationship & Revenue Management
Strategic Project Management
Client Advocacy
About You
Previous experience in client-facing roles (strategic partnerships, consulting, professional services, customer success management, or account management
Experience in the impact sector (Foundations, Impact Investors, CSR, Nonprofits, EdTech or related)
Demonstrated ability to build strong relationships with diverse stakeholders at all levels
Excellent project management and communication skills
Quick learner, able to fully grasp high-level concepts as well as technological details
Adaptable, execution-oriented, and comfortable with ambiguity
Readiness to help test and improve team processes
Highly self-motivated and able to own multiple projects (internally and externally) in a fast-paced environment while working remotely
Bachelor’s degree or higher in a related field
UpMetrics Values
Team First — Collaboration is key. We support each other, respect each other’s strengths, varying backgrounds and views. We value everyone’s input.
Client Focused — Our work is personal. Many of us have direct experience working in the field and are deeply passionate about what we do. We take a partner approach with all our clients.
Show Integrity — We are open, honest, ethical, and fair. We expect integrity from the team internally and the people we choose to partner with.
Reflect and Improve — We are a data company always looking to get better. We test often, iterate, and look closely at metrics to build capacity and inform decisions.
Let's Go! — To create positive change, we never settle. In uncharted territory, we embrace challenges as opportunities, take ownership, and strive for excellence.
Our company values influence everything we do, from our work inside the office to how we choose our partners:
Compensation & Benefits
$105-130K annual salary based on experience, plus variable compensation
Equity incentive plan
70% employer paid health insurance for employees and family
Dental and vision insurance
Fully paid Life and Accidental Death & Dismemberment insurance
Fully paid Short- and Long-term Disability insurance
Unlimited time off policy, plus paid holidays and monthly Wellness Fridays
Paid parental leave policy, eligible after one year of employment
FSA plan, lifestyle spending account (LSA) for eligible professional development, wellness, and mental health expenses, and Employee Assistance Program via The Hartford
401K plan
Remote work equipment
Annual company retreat and quarterly virtual company events
Outstanding team and meaningful work
Interested in joining our team? Submit your application here.
UpMetrics is committed to building a diverse, inclusive, and accessible workplace where everyone, regardless of background or ability, can do their best work. If you require reasonable accommodations at any stage of the application or interview process, please contact the People Operations Team at [email protected].
Research shows that while men apply to jobs when they meet an average of 60% of the criteria, women and underrepresented individuals only apply when they meet 100% of them. We believe that people of color, people from working class backgrounds, women, and LGBTQ+ people must be centered in the work we do. Hence, we strongly encourage applications from people with these identities, or who are members of other marginalized communities. If you think you have what it takes, possess transferable skills, are quick to learn, but don’t necessarily satisfy every requirement or meet every qualification, we would still love to hear from you!
Applicants must be authorized to work in the United States. UpMetrics is unable to sponsor or take over sponsorship of employment visas at this time.
Skills Required
- Previous experience in client-facing roles such as strategic partnerships, consulting, professional services, customer success management, or account management
- Experience in the impact sector, including foundations, impact investors, CSR, nonprofits, EdTech, or related organizations
- Demonstrated ability to build strong relationships with diverse stakeholders at all levels
- Excellent project management and communication skills
- Ability to quickly grasp high-level concepts and technological details
- Adaptable, execution-oriented, and comfortable with ambiguity
- Readiness to help test and improve team processes
- Highly self-motivated and able to own multiple projects in a fast-paced remote environment
- Bachelor's degree or higher in a related field
What We Do
At UpMetrics, we believe that storytelling has the potential to become the most impactful tool for social impact organizations - especially when those stories are rooted in data. The platform empowers impact organizations to achieve clarity and focus of their impact across activities by combining quantitative and qualitative data functions designed to collect, understand and communicate impact.
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