| Location | San Francisco, CA (Remote) |
| Job Type | Full-time |
| Salary | $150,000–$160,000 Per Year |
Location: Remote (U.S.-based)
Department: Outreach (Sales)
Reports to: Managing Director, Outreach
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 reporting platform in combination with expert services. Together, these products empower organizations to collect, analyze, and learn from their data—gaining insights and sharing their stories to inspire change.
We are looking for a driven, relationship-oriented professional to own the full sales cycle, from first outreach to signed contract, across impact investors, grantmakers and nonprofits. As Director, you will generate and qualify pipeline and guide prospects through to close. You will represent UpMetrics at conferences, convenings, and client meetings across the country, and serve as a key liaison to our Product (technology) team, bringing back first-hand insight into the impact reporting and measurement needs of the sector.
This role works across our Outreach, Community, Client Success, and Product teams to ensure that the solutions we build meet the needs of our market and are effectively delivered to our clients. As a member of the UpMetrics team, you will represent our organization to prospects and clients with empathy, deep issue-area knowledge, and sector expertise.
Passionate about using information, relationships and technology to revolutionize philanthropy and impact investing
A self-starter who thrives on building pipeline from scratch and seeing deals through to close
Persistent and resourceful, comfortable with multi-channel outreach
A natural connector who enjoys representing an organization in rooms full of new people
Curious and a strong listener, able to translate what you hear from the field into clear product insight
Charismatic and collaborative, with a willingness to learn from and support teammates
Equally able to navigate big-picture strategy and detail-oriented thinking
Note: The distribution of responsibilities will evolve in time; initial estimates for the first year are listed below.
Full-Cycle Deal Ownership (45%)
Own deals from first conversation to signed contract across impact investors, grantmakers and nonprofits
Run discovery, product demonstrations, and needs assessments with prospects and their leadership
Qualify opportunities using MEDDICC and maintain disciplined forecasting and deal hygiene in the CRM
Develop proposals, scopes, and pricing in partnership with the Outreach Leadership, Client Success and Community
Negotiate terms and manage a smooth handoff to Client Success for onboarding
Meet or exceed annual pipeline and revenue targets
Outreach Campaigns & Pipeline Generation (25%)
Plan and execute targeted outbound campaigns across email, phone, LinkedIn, and webinars
Build and segment prospect lists by sector, issue area, and organization size
Partner with Marketing on messaging, content, and campaign performance tracking
Re-engage dormant leads and expand relationships within existing networks
External Representation & Events (20%)
Represent UpMetrics at conferences, convenings, and industry events (e.g., philanthropy and impact investing gatherings)
Deliver presentations, panels, and demos that position UpMetrics as a thought leader
Plan pre- and post-event outreach to convert event contacts into pipeline
Travel up to approximately 20% for events and in-person client meetings
Product & Market Liaison (10%)
Serve as a key voice of the market to the Product team on the impact reporting needs of impact investors, grantmakers and nonprofits
Synthesize prospect and client feedback, competitive intelligence, and won and lost-deal insights into clear recommendations
Participate in product roadmap discussions, user research, and beta programs
Help shape sector-specific positioning and use cases for each market segment
5+ years of business development experience, with a proven track record of closing five and six-figure deals end to end
Experience, both independently and collaboratively across teams, selling to impact investors, grantmakers and nonprofits
Experience within SaaS or data/analytics a plus
Experience working at a foundation or investment firm a plus
Demonstrated success running outbound campaigns and building pipeline from cold outreach
Familiarity with structure sales qualification processes and proficiency with a CRM (Salesforce and HubSpot experience preferred)
Strong quantitative and analytical skills; you “speak the language” of data, impact, reporting, measurement, and evaluation
Excellent public speaker and presenter, comfortable representing an organization at events and on panels
Experience, comfort, and expertise engaging with clients’ executive leadership
Ability to translate customer needs into actionable product feedback
Willingness and ability to travel up to approximately 20%
Interest and comfort working in a small, fast-paced company
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.
$115,000 - $130,000 base salary, plus variable compensation ($150,000 - $160,000 OTE)
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
Parental leave policy
FSA plan, lifestyle spending account (LSA) for eligible professional development and wellness 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
careers@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.