Director, Outreach

Upmetrics; San Francisco (CA); Hybrid; USD 115.000 - 130.000; Vollzeit

Benefits dieser Stelle

Equity incentive plan

Health insurance

Dental and vision insurance

Life and AD&D insurance

Disability insurance

Unlimited time off

Parental leave

401K plan

Remote work equipment

Annual company retreat

Zusammenfassung

UpMetrics is seeking a Director of Outreach (Remote, US-based) to own the full sales cycle from first outreach to signed contracts with impact investors, grantmakers, and nonprofits. You will generate pipeline, lead discovery and product demos, and guide opportunities to close, while collaborating with Product, Client Success and Marketing.

You will also represent UpMetrics at conferences and client meetings, deliver demos, plan pre- and post-event outreach, and travel up to 20% to grow pipeline

Qualifikationen

• 5+ years of business development experience with a proven track record of closing five- and six-figure deals end to end.
• Experience selling to impact investors, grantmakers and nonprofits
• Experience within SaaS or data/analytics is a plus
• Experience at a foundation or investment firm is a plus
• Demonstrated success running outbound campaigns and building pipeline from cold outreach
• Familiarity with structured sales qualification processes and CRM tools (Salesforce and HubSpot preferred)
• Strong quantitative and analytical skills with data, reporting, measurement, and evaluation
• Excellent public speaking and events representation
• Ability to travel up to ~20%
• Willingness to work in a fast-paced, small company
• Desire to scale for-profit, impact-driven business model

Aufgaben

• Own deals from first conversation to signed contract across investors, grantmakers and nonprofits
• Run discovery, product demos, and needs assessments with prospects and leadership
• Qualify opportunities using MEDDICC and maintain disciplined forecasting in CRM
• Develop proposals, scopes, and pricing with Outreach Leadership and Client Success
• Negotiate terms and hand off to Client Success for onboarding
• Meet or exceed annual pipeline and revenue targets
• Plan and execute targeted outbound campaigns across email, phone, LinkedIn, and webinars
• Build prospect lists by sector and organization size
• Collaborate with Marketing on messaging and campaign performance
• Re-engage dormant leads and expand relationships within networks
• Represent UpMetrics at conferences, events, and client meetings
• Deliver presentations, panels, and demos to position UpMetrics as a thought leader
• Pre- and post-event outreach to convert event contacts into pipeline
• Travel up to ~20% for events and client meetings
• Serve as a voice of the market to Product on needs of investors and nonprofits
• Synthesize feedback and competitive intelligence into recommendations
• Participate in product roadmap discussions and beta programs
• Help shape sector-specific positioning and use cases

Kenntnisse

Deal ownership

Pipeline development

MEDDICC

CRM discipline

Public speaking

Travel readiness

Cross-functional collaboration

Tools

Salesforce

HubSpot

Jobbeschreibung

Location: Remote (U.S.-based)

Department: Outreach (Sales)

Reports to: Managing Director, Outreach

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 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.

You will be successful in this role if you are:

• 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

Responsibilities

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

About You

• 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
• Strong motivation to help scale a for-profit, impact-driven business model

UpMetrics Values

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 - $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

$115,000 - $130,000 a year

$115,000 - $130,000 base salary, plus variable compensation ($150,000 - $160,000 OTE)

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 [e-mail].

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.