Director, Outreach

UpMetrics•San Francisco, CA

6d•$150,000 - $160,000•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 will generate and qualify pipeline, guide prospects through the sales process, and represent 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 impact reporting and measurement needs of the sector. The position works across Outreach, Community, Client Success, and Product to help ensure that UpMetrics’ solutions meet market needs and are effectively delivered to clients. The successful candidate will represent the organization to prospects and clients with empathy, issue-area knowledge, and sector expertise. The initial year’s estimated responsibility allocation is 45% full-cycle deal ownership, 25% outreach campaigns and pipeline generation, 20% external representation and events, and 10% product and market liaison work; these allocations may evolve.

Requirements

At least 5 years of business development experience.
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 fluency in data, impact, reporting, measurement, and evaluation.
Excellent public speaking and presentation skills, including comfort representing an organization at events and on panels.
Experience and confidence 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 cannot sponsor or take over sponsorship of employment visas.

Nice To Haves

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

Responsibilities

Own sales opportunities from first conversation through signed contract across impact investors, grantmakers, and nonprofits.
Conduct 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 smooth handoffs 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, including philanthropy and impact investing gatherings.
Deliver presentations, panels, and demonstrations that position UpMetrics as a thought leader.
Plan pre- and post-event outreach to convert event contacts into pipeline.
Travel for events and in-person client meetings, up to approximately 20%.
Share market insight with the Product team about impact reporting needs among 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.

Benefits

Equity incentive plan.
Employer-paid health insurance covering 70% of premiums 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.
Paid holidays and monthly Wellness Fridays.
Parental leave policy.
Flexible Spending Account (FSA).
Lifestyle Spending Account (LSA) 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.