Senior Solutions Consultant (Pre-Sales) (f/m/d)

As a Senior Solutions Consultant, you'll partner with our sales team to demonstrate the value of Upvest to prospective clients and develop a deep understanding of their business needs. You'll enable Europe's top financial services companies and fintechs to build state-of-the-art brokerage and wealth propositions - an opportunity to think holistically about their investment strategy and the broader infrastructure ecosystem. Acting as a trusted technical advisor, you'll become a recognised expert in Upvest's product offering and the investment infrastructure market, driving cross-functional collaboration across sales, product, engineering, operations and banking to develop comprehensive solutions. Ultimately, you'll help drive Upvest's revenue by enabling and unblocking clients through to contract and ensuring a successful handover to our client launch team.

Responsibilities

Own client discovery: Conduct thorough discovery to understand prospective clients’ business and technical requirements and lead engaging, customised demonstrations; Conduct solution workshops: Partner with Sales to develop and deliver compelling solutions workshops and product deep-dives; Develop technical content: Own the creation of solution deep-dives, proposals and architecture diagrams; Accelerate pre-sales: Help develop and contribute to the strategy to build scalable processes and materials; Client feedback: Capture and articulate client feedback, feature enhancements and priorities; Ensure regulatory compliance: Facilitate cross-functional collaboration across all Upvest departments

Requirements

Experience in investments or investment-related domains is essential; solid understanding of the market, its products, and the infrastructure that underpins modern brokerage and wealth propositions; 5 years+ experience as a solution consultant, pre-sales solution engineer or client facing consulting role within complex financial services; Excellent verbal and written communication and presentation skills; Proven track record of owning the technical workstream in complex, multi-stakeholder sales cycles at enterprise or Tier 1 financial institutions; API-literate and able to credibly engage with client engineering teams on integration approaches and technical requirements; Experience creating detailed client-facing collateral, including architecture diagrams, solution proposals and technical specifications

Nice to have

Business fluent (C1) in German, Spanish, French or Italian is beneficial; Client-first mindset and pragmatic approach to solving problems, adept at translating complex requirements into technical solutions; Self-motivated, thrives in autonomous environments, and possesses excellent organisational skills to manage multiple priorities and own outcomes

Benefits

Best-in-class AI tools: €20,000 per year to spend on AI tools; Impact-driven work; Wellbeing: 30 days annual leave, sports benefits, confidential professional coaching, remote abroad up to 183 days/year, UpRest one-month fully paid sabbatical after every 4 years; Development: personal development budget; Flexible work environment: hubs in Berlin, London or Tallinn, hybrid or remote across Europe; Compensation and equity: competitive above-market salary and employee equity program; Team celebrations: UpFest, dinners, offsites and holiday party; Inclusion: Employee Resources Groups like Upfem and UpVergent