Client Enablement Manager

October 28

🏄 California – Remote

Although this job is listed in California, this company may be open to hiring remote in other states.

💵 $115k - $140k / year

⏰ Full Time

🟠 Senior

🔴 Lead

👔 Manager

🦅 H1B Visa Sponsor

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UpMetrics

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SaaS • B2B • Non-profit

UpMetrics is a platform that provides impact measurement software designed to help organizations define, measure, and accelerate their social impact. This service supports grantmakers, impact investors, nonprofits, and for-profit organizations by offering tools to create impact frameworks, collect and analyze data, and leverage insights to boost funding and enhance impact. The platform encourages collaboration among peers, facilitating connections between funders and change-makers to optimize resource allocation for meaningful social change. UpMetrics provides a community-centered approach, offering services like an impact framework builder, themed templates, and dashboards to visualize data progress. Their mission is to empower teams with purpose-built technology to redefine how funding is distributed to impactful organizations.

11 - 50 employees

☁️ SaaS

🤝 B2B

🤝 Non-profit

📋 Description

• 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.

🎯 Requirements

• 7-12 years of demonstrated experience in developing client-facing education or enablement content, ideally within a SaaS or technology-driven environment. • 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. • Experience managing and developing team members, with the ability to build and scale a new function. • Strong facilitation and presentation skills with the ability to engage diverse audiences through webinars, workshops, and video content creation. • 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. • Client-focused mindset with excellent interpersonal skills and the ability to build rapport with clients. • Strong problem-solver with a creative approach to instructional design and strategic thinking skills to build a scalable education function. • Self-starter who thrives in ambiguity and is ready to roll up your sleeves to build something new. • Passionate about the social impact sector and 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.

🏖️ 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