Senior Client Manager

This is a fully remote position, open to applicants in California.

📋 Description

• Oversee a portfolio of mission-oriented clients from the onboarding phase through achieving long-term success on the UpMetrics platform.

• Cultivate relationships with client teams, key decision-makers, influencers, contacts, and nonprofit collaborators.

• Provide guidance to foundation and nonprofit partners regarding impact objectives, data gathering, metrics, KPI assessment, data best practices, and impact storytelling.

• Manage client revenue streams, including renewals, expansions, and referrals.

• Lead success planning initiatives and conduct quarterly business reviews, tracking progress and pinpointing opportunities to enhance value realization.

• Acquire in-depth product knowledge and foster successful client interactions across various sectors.

• Direct client onboarding and facilitate workshops to establish goals and data collection methods.

• Resolve obstacles while balancing strategic and detail-oriented project management.

• Ensure the platform is effectively implemented and integrated into clients' decision-making frameworks.

• Manage competing priorities and deliver sustainable support through organizational tools.

• Advocate for the customer internally to shape the product development roadmap.

• Articulate the benefits of new features and innovations to clients to enhance engagement.

• Gain insights into clients’ operations and challenges.

• Foster a client community and facilitate connections within the sector.

• Utilize Salesforce, Slack, and Asana for effective communication and collaboration.

⛳️ Requirements

• Prior experience in client-facing roles such as strategic partnerships, consulting, professional services, customer success management, or account management.

• Familiarity with the impact sector, including Foundations, Impact Investors, CSR, Nonprofits, EdTech, or similar fields.

• Proven ability to cultivate strong relationships with diverse stakeholders at all organizational levels.

• Exceptional project management and communication capabilities.

• Quick to learn, capable of understanding both high-level concepts and intricate technological details.

• Adaptable, results-driven, and comfortable navigating ambiguity.

• Willingness to assist in testing and refining team processes.

• Highly self-motivated and capable of managing multiple projects in a dynamic remote setting.

• Bachelor’s degree or higher in a relevant field.

• Candidates must be authorized to work in the United States.

• UpMetrics is currently unable to sponsor or take over sponsorship of employment visas.

🏝️ Benefits

• Variable compensation.

• Equity incentive plan.

• 70% employer-covered health insurance for employees and their families.

• Dental and vision insurance.

• Fully funded Life and Accidental Death & Dismemberment insurance.

• Fully funded Short- and Long-term Disability insurance.

• Unlimited vacation policy.

• Paid holidays.

• Monthly Wellness Fridays.

• Paid parental leave policy, available after one year of employment.

• FSA plan.

• Lifestyle spending account (LSA) for qualifying professional development, wellness, and mental health expenses.

• Employee Assistance Program provided through The Hartford.

• 401K plan.

• Remote work equipment.

• Annual company retreat.

• Quarterly virtual company events.

• Exceptional team and meaningful work.