Director, Outreach

UpMetrics•San Francisco, CA
•Remote

About The Position

UpMetrics is seeking a driven, relationship-oriented professional to own the full sales cycle, from initial outreach through signed contract, across impact investors, grantmakers, and nonprofits. The Director generates and qualifies pipeline, guides prospects through the sales process, and represents UpMetrics at conferences, convenings, and client meetings across the country. The role also serves as a key liaison to the Product team, sharing first-hand insight into the sector’s impact reporting and measurement needs. Working across Outreach, Community, Client Success, and Product, the Director helps ensure that UpMetrics’ solutions meet market needs and are effectively delivered to clients. The role calls for empathy, issue-area knowledge, and sector expertise, as well as comfort building pipeline from scratch, managing deals through close, and translating what is heard from the field into product insight. Travel is up to approximately 20%. The position is remote and U.S.-based.

Requirements

  • At least 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, both independently and collaboratively across teams.
  • Demonstrated success running outbound campaigns and building pipeline through cold outreach.
  • Familiarity with structured sales qualification processes and proficiency with a CRM.
  • Strong quantitative and analytical skills, with the ability to speak the language of data, impact, reporting, measurement, and evaluation.
  • Excellent public speaking and presentation skills, with comfort 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.
  • Applicants must be authorized to work in the United States; UpMetrics is unable to sponsor or take over sponsorship of employment visas.

Nice To Haves

  • Experience within SaaS or data/analytics.
  • Experience working at a foundation or investment firm.
  • Salesforce and HubSpot experience.

Responsibilities

  • 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 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.
  • 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.
  • Represent UpMetrics at conferences, convenings, and industry events.
  • Deliver presentations, panels, and demonstrations that position UpMetrics as a thought leader.
  • Plan pre- and post-event outreach to convert event contacts into pipeline.
  • Share market insight with the Product team about impact reporting needs of impact investors, grantmakers, and nonprofits.
  • Synthesize prospect and client feedback, competitive intelligence, and won- and lost-deal insights into recommendations.
  • Participate in product roadmap discussions, user research, and beta programs.
  • Help shape sector-specific positioning and use cases for each market segment.
  • Travel up to approximately 20% for events and in-person client meetings.

Benefits

  • Equity incentive plan.
  • 70% employer-paid health insurance for employees and family.
  • Dental and vision insurance.
  • Fully paid life and accidental death and dismemberment insurance.
  • Fully paid short- and long-term disability insurance.
  • Unlimited time off policy and paid holidays.
  • Monthly Wellness Fridays.
  • Parental leave policy.
  • FSA plan.
  • Lifestyle spending account for eligible professional development and wellness expenses.
  • Employee Assistance Program via The Hartford.
  • 401(k) plan.
  • Remote work equipment.
  • Annual company retreat and quarterly virtual company events.
  • Outstanding team and meaningful work.
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