Senior Account Executive Germany (f/m/d)

At Upvest, we are on a mission to make investing as easy as spending money. Upvest empowers businesses to offer a wide range of investment products and the best experience in the field of capital market investment and retirement planning. The Growth team at Upvest is driving our go-to-market activities, spanning across Marketing, Sales and Customer Success. As Upvest enters the next stage of growth, we are seeking a highly motivated and outcome-driven Account Executive to join us. In this role, you will work directly with our Director Business Development DACH to drive our Financial Institutions sales - winning and delighting our clients and collaborating closely with our growth and launch teams to help large financial institutions to digitise their investing propositions.

Responsibilities

Own the cross-functional sales cycle until contract closing to meet or exceed sales targets; Build the business by consultatively understanding our clients’ needs and developing compelling sales materials that communicate the Upvest value proposition effectively; Build and maintain strong client and industry relationships through regular client calls and networking events; Contribute to our sales enablement efforts and process improvement by sharing client insights and driving best practice; Enable a seamless client onboarding experience via effective communication with our implementations team

Requirements

Experience: You have 4-6+ years of experience in sales-related roles (ideally within investments, banking or wealth), ideally within a B2B set up and with API-based products. Alternatively you have worked for 4-6+ years at a specialised financial services consultancy on IT-infrastructure related projects ideally in the context of investment services.; Industry Exposure: You have previous experience within and strong interest into investments, securities trading and software-/infrastructure-as-a-service products (e.g., BaaS); Client-centric sales: You have demonstrated expertise with B2B sales methodologies, such as solution/consultative selling as well as practical application of industry best practices, always starting with the clients needs; Stakeholder management Skills: You have demonstrated strong leadership skills, are able to communicate well with different stakeholder groups, and are not afraid to challenge assumptions internally or externally.; Negotiation Skills: Strong relationship-building and negotiation skills, with the ability to create trust, effectively handle objections and present compelling pitches.; Project Management: Hands-on, proactive ownership of complex projects, including ensuring consistent and reliable communication with multiple client and internal stakeholders and diligent internal documentation.

Nice to have

Experience selling to banks or wealth managers; Industry Knowledge - thorough understanding of the investment industry, its current trends and competitive landscape.; Professional Network: Strong professional network in the investment industry.; Location Preference: Preference for candidates located in Berlin / remote Germany and fluent in German (C2).

Benefits

Best-in-class AI tools: Every Upvenger has €20,000 per year to spend on the best AI tools available; Impact-driven work: building infrastructure that will power the future of investing in Europe; Wellbeing: 30 days of annual leave, sports benefits, confidential professional coaching, remote work abroad up to 183 days a year, UpRest one-month fully paid sabbatical after every 4 years; Development: personal development budget; Flexible work environment: work from any of our hubs in Berlin, London or Tallinn hybrid or remotely across Europe, choice and budget to work where you’re most comfortable and productive; Compensation and equity: competitive, above-market salary and participation in employee equity program; Team celebrations: company-wide events such as UpFest, dinners, offsites and Holiday party; Inclusion: Employee Resources Groups like Upfem and UpVergent