Client Enablement Manager

Location:

Remote (U.S.

-based)

Department:
Client Success

Reports to:

VP of Client Success

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 analytics and reporting platform in combination with expert professional services. Together, these products empower organizations to collect, analyze, and learn from their data—gaining insights and sharing their stories to inspire change.

As our Client Enablement Manager at UpMetrics, you will lead our Education Services team and drive the strategy, development, and delivery of comprehensive training programs that empower clients to maximize their use of our platform. You will be a hands‑on leader who excels at both delivering engaging trainings—through webinars, in‑person workshops, and video content—and building a scalable education function that accelerates client success.

This role offers the unique opportunity to shape a critical function at UpMetrics while directly empowering mission‑driven organizations—from nonprofits to foundations to impact investors—to achieve greater social and environmental impact through better data practices.

This position is full‑time and remote, with occasional travel for partner meetings, client trainings, or internal events.

• 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.

• You have 7‑12 years of demonstrated experience in developing client‑facing education or enablement content, ideally within a SaaS or technology‑driven environment.
• You have 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.
• You have experience managing and developing team members, with the ability to build and scale a new function.
• You have strong facilitation and presentation skills with the ability to engage diverse audiences through webinars, workshops, and video content creation.
• You 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.
• You have a client‑focused mindset with excellent interpersonal skills and the ability to build rapport with clients.
• You are a strong problem‑solver with a creative approach…