Solutions Specialist

Location:  US Locations Only; 100% Remote

About UpMetrics

With a vision to build a data-driven ecosystem that drives resources to impact, UpMetrics empowers organizations with the knowledge and the tools to accelerate the impact of their mission. Through platform and team, the mission-driven company empowers organizations to collect, analyze, and learn from data to gain insights, drive impact, and inspire change. UpMetrics combines a cutting-edge impact analytics and reporting platform with top-tier professional services to help partners define their narrative and create positive change.

As a Solutions Specialist at UpMetrics, you will work hand in hand with members of our Client Management Team to onboard and service our clients.  We are looking for a passionate and proactive individual to play a critical role in setting our clients up for success through platform implementation, training and general data services. The role requires experience manipulating and visualizing a variety of data sets, a passion for communicating data concepts to users without strong quantitative backgrounds, as well as strong project management and organizational skills. 

This is a great opportunity for someone who wants to work within a mission-driven and highly collaborative team environment, while using and furthering their technical skills and developing an extensive understanding of the impact sector.

Job Responsibilities

Experience Manipulating and Visualizing Data Sets

• Understand the best ways to structure, clean and present information from a variety of data sets in a concise, coherent way
• Apply quantitative data to an organization’s goals, with an emphasis on using data to take action
• Navigate and comprehend data sets from a broad range of sectors, such as academic data, financial data, survey feedback, or other quantitative research data

Passion for Onboarding New Clients and Communicating Data Concepts to Non-Technical Users

• Platform implementation – set up new clients for success
• Teach and train – lead sessions to advance non-technical users in learning how to navigate our data analytics platform
• Explain data concepts like use of templates, structuring data tables, and creating effective data visualization in simple terms
• Guide stakeholders with best practices and recommendations to improve data collection strategies and data structure based on their operational processes and organizational needs

Project Management and Organizational Skills

• Manage competing deadlines and prioritize tasks accordingly through proactive communication
• Establish, follow, and improve upon documentation practices 

About You

Must Have

• Strong Excel and / or Google Sheets skills, including significant experience with functions such as VLOOKUP, conditional logic, and a variety of calculations; knowledge of Visual Basic and / or macros is not required
• Experience using project management and collaboration tools such as Asana 
• Passion for serving clients in the social sector, with an interest in the foundation and impact investment spaces
• Team first approach, characterized by a collaborative mentality
• Eagerness to learn from teammates and colleagues and a readiness to look for new ways to address challenges
• Naturally enthusiastic attitude and solution-oriented mindset
• Patient approach when explaining new concepts, and an ability to find new ways to describe concepts when an initial approach is less effective
• Up to 3 years experience in a Client Success, Technical Training / Onboarding, or Research / Analyst role
• Remote work/collaboration experience

Nice to Have

• Previous experience working with analytics tools or visualization platforms such as Tableau, PowerBI, or Google Charts
• BA preferred, but not required

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

• $60K-$80K annual salary based on experience 
• Equity incentive plan
• Health insurance discount for employees and family
• Fully paid Life and Accidental Death & Dismemberment insurance 
• Fully paid Short- and Long-term Disability insurance
• 401K plan
• Unlimited time off policy
• Training & development budget
• Remote work equipment
• ​Annual company retreat
• Outstanding team and meaningful work

Interested in joining our team? Submit your application here.

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. 

Location: US Locations Only