Client Enablement Manager
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Job Location:
San Francisco, CA - USA
Yearly Salary:
$ 115000 - 140000
Posted on:
6 days ago
Vacancies:
1 Vacancy
Job Summary
Location: Remote (U.S.-based)
Department: Client Success
Reports to: VP of Client Success
About UpMetrics
At UpMetrics were 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 datagaining insights and sharing their stories to inspire change.
As our Client Enablement Manager at UpMetrics you will lead our Education Services team and drive the strategy development and delivery of comprehensive training programs that empower clients to maximize their use of our platform. You will be a hands-on leader who excels at both delivering engaging trainingsthrough webinars in-person workshops and video contentand building a scalable education function that accelerates client success. This role offers the unique opportunity to shape a critical function at UpMetrics while directly empowering mission-driven organizationsfrom nonprofits to grantmakers to impact investorsto achieve greater social and environmental impact by operationalizing the UpMetrics platform.
This position is full-time and remote with occasional travel for partner meetings client trainings or internal events.
Responsibilities
- Lead and develop the Education Services team within the Client Success department with a mandate for future team growth.
- Define and execute the Education Services strategy and roadmap establishing this as a core function that drives client adoption and success.
- Personally deliver high-impact training sessions to clients through multiple formats including webinars in-person group trainings recorded video content and other educational channels.
- Design facilitate and manage a comprehensive training curriculum for the entire client lifecycle including managing the training calendar and serving as the primary resource for new client onboarding.
- Develop and deliver training content covering both impact reporting best practices as well as technical platform capabilities including data analytics visualization and reporting.
- Collaborate with the Client Enablement Content Lead to adapt and refine core content into engaging training materials for various audiences and learning formats.
- Establish a continuous feedback loop by proactively engaging with clients and internal teams to identify learning needs and inform the training roadmap.
- Measure analyze and report to stakeholders on the effectiveness of training programs using data to continuously improve learning outcomes.
- Partner cross-functionally with Client Success Sales and Product teams to align training initiatives with customer needs and broader business objectives.
About You
- You have 7-12 years of demonstrated experience in developing client-facing education or enablement content ideally within a SaaS or technology-driven environment.
- You have proven experience designing and delivering training programsvirtual in-person asynchronous and synchronous formatsfrom concept to delivery with a portfolio of successful education initiatives.
- You have experience managing and developing team members with the ability to build and scale a new function.
- You have strong facilitation and presentation skills with the ability to engage diverse audiences through webinars workshops and video content creation.
- You possess the technical aptitude to quickly learn software products and teach others how to use them effectively with the ability to understand and communicate technical concepts like data analytics SQL data visualization and storytelling with data.
- You have a client-focused mindset with excellent interpersonal skills and the ability to build rapport with clients.
- You are a strong problem-solver with a creative approach to instructional design and strategic thinking skills to build a scalable education function.
- You are a self-starter who thrives in ambiguity and is ready to roll up your sleeves to build something new.
- You are passionate about the social impact sector and are motivated by the opportunity to help mission-driven organizations succeed.
- Experience with impact measurement and management frameworks is highly valued but not requiredwe encourage candidates with strong educational and technical skills to apply even without this specific background.
- Experience with data engineering concepts SQL practical data analytics or data visualization tools is a strong plus.
- Experience with client support ticketing systems is a strong plus.
- Experience in the impact sector (Grantmakers Impact Investors CSR or Nonprofits) is a plus.
Note: We recognize that candidates who combine education expertise technical proficiency and impact measurement knowledge are rare. If you excel in educational program development and delivery but need to build expertise in technical areas or impact measurement we will provide resources and training to help you succeed. We encourage strong candidates to apply even if they dont meet every requirement.
UpMetrics Value
- Our company values influence everything we do from our work inside the office to how we choose our partners:
- Team First Collaboration is key. We support each other respect each others strengths varying backgrounds and views. We value everyones 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.
- Lets Go! To create positive change we never uncharted territory we embrace challenges as opportunities take ownership and strive for excellence.
Compensation & Benefits
- $115000 - $140000 annual salary based on experience
- 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
$115000 - $140000 a year
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 emailprotected.
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 dont 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.
We may use artificial intelligence (AI) tools to support parts of the hiring process such as reviewing applications analyzing resumes or assessing responses. These tools assist our recruitment team but do not replace human judgment. Final hiring decisions are ultimately made by humans. If you would like more information about how your data is processed please contact us.
Required Experience:
Manager
Key Skills
- Customer Service
- Client Expectations
- Client Requirements
- Client Support
- Action Plans
- Issue Resolution
- Account Management
- Client Relationships
- Service Delivery
- Client Service
- Client Satisfaction
- Client Management
- Procedures
- Service Level Agreements
- New Clients
About Company
UpMetrics is the leading platform for social impact measurement and management. Learn how our tools can help you do more for the communities you serve!
