Location: Remote (U.S.-based)
Department: Senior Client Success
Reports to: Vice President of Client Success
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.
ResponsibilitiesRelationship & Revenue Management- 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
Strategic Project Management- 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
Client Advocacy- 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
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
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
$105,000 - $130,000 a year
Annual salary based on experience, plus variable compensation
Interested in joining our team? Submit your application here
