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Client Enablement Manager
Client Enablement ManagerUpMetrics • San Francisco, CA, US
Client Enablement Manager

Client Enablement Manager

UpMetrics • San Francisco, CA, US
6 days ago
Job type
  • Full-time
Job description

Job Description

Job Description

Location : Remote (U.S.-based)

Department : Client Success

Reports to : VP 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 analytics and reporting platform in combination with expert professional services. Together, these products empower organizations to collect, analyze, and learn from their data—gaining 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 trainings—through webinars, in-person workshops, and video content—and 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 organizations—from nonprofits to foundations to impact investors—to achieve greater social and environmental impact through better data practices.

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, initially managing a small team with plans for 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 measurement and management 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 programs—virtual, in-person, asynchronous, and synchronous formats—from 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 required—we 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 (Foundations, 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 don't 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 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.
  • Compensation & Benefits

  • $115,000 - $140,000 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
  • 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 peopleops@upmetrics.com.

    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.

    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.

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