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Transforming the philanthropic sector's approach to impact evaluation.

Client Manager

$75k – $100k • 0.0% – 1.0%
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We are looking for a high-energy relationship builder to join our mission-driven team as a Client Manager. The role combines creating impact with our clients and delivering business results through retention and expansion. Success in this position requires both a passion for building customer relationships that long-term value on both sides, and a solid understanding of the impact sector stakeholders and dynamics. This is a great opportunity for someone who wants to play a critical role in transforming the philanthropic sector’s approach to impact evaluation, by acting as a trusted advisor for a portfolio of clients.

// Job Responsibilities
- Lead all phases of the post-purchase client journey from onboarding to value realization to renewal and expansion and deliver an exceptional experience for your clients.
- Develop, execute, and maintain strategic account plans to drive quality relationships, adoption, retention, and overall client impact and success.
- Be a trusted advisor and have a complete understanding of your client’s impact goals, data collection approaches, and metrics needed for success.
- Build a deep understanding of our products and the different impact verticals (education, public health, affordable housing, etc.) to help clients leverage the full value of UpMetrics.
- Design and run sessions to help clients define their goals, impact frameworks, and data collection strategies, from small groups to larger convenings with multiple organizations.
- Build community among clients and facilitate introductions in the sector as appropriate.
- Collaborate with sales, marketing, implementation, support and executives to deliver the best experience to clients along their journey.
- Maintain strong referencability with your clients and a strong referral business for sales.
- Serve as the “voice of the customer” internally to help drive the product roadmap.

// About You
- Previous experience in client-facing roles (strategic partnerships, consulting, professional services, customer success management, or account management)
- Demonstrated ability to build strong relationships with diverse stakeholders at all levels.
- Track record of exceeding growth targets, including retention goals and revenue goals.
- Excellent project management and communication skills.
- Quick learner, able to fully grasp high-level concepts as well as technological details.
- Adaptable, comfortable with ambiguity and execution-oriented.
- 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.
- Experience with CRM and project management tools (Salesforce, Asana, Google Apps, etc.)
- Bachelor's degree or higher in related field.

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