Senior Account Manager (German Speaking)

Requirements

• 6+ years of experience in strategic account management or relationship management within Fintech, Investment Banking, or B2B SaaS (ideally dealing with large-scale enterprise clients)
• A proven track record of crafting and executing long-term account strategies in deeply complex, regulated environments
• A strong commercial mindset, with experience in driving revenue growth and managing high-value accounts and contract negotiations
• Excellent communication and storytelling skills, with the ability to translate technical API concepts into business impact
• Strong relationship-building and expectation management skills, demonstrating the ability to establish trust, handle objections, retain clients, and ensure their ongoing satisfaction
• Professional proficiency in both German and English (native or near-native German is essential for this role)
• A proactive and structured approach, with the ability to anticipate client challenges before they arise
• The ability to work autonomously, taking full ownership of your portfolio and driving initiatives with a high degree of accountability
• A solid understanding of the investment industry, current trends, and competitive landscapes
• (Desirable) Experience working with Investment infrastructure, Banking-as-a-Service (BaaS) or complex API-based infrastructure
• (Desirable) A deep understanding of the German regulatory landscape (e.g., BaFin) and European financial markets
• (Desirable) A background in management consulting, specifically within the financial services practice
• (Desirable) A genuine passion for personal investing and the mission to democratize investment infrastructure

What the job involves

• As a Senior Account Manager (German speaking), you’ll take full ownership of the strategic growth and long-term success of Upvest’s most prestigious enterprise and fintech partners across Germany and Europe
• You won't just manage accounts, you’ll be the architect of long-term partnerships, ensuring our clients unlock the full potential of our Investment API
• By navigating complex environments and crafting bespoke account strategies, you’ll drive commercial value while acting as the primary advocate for our clients within the Upvest ecosystem
• Your role is inherently strategic and commercially oriented
• You’ll build high-level relationships with key stakeholders, moving beyond day-to-day queries to identify expansion opportunities and ensure our product roadmap aligns with their business goals
• You are the bridge between technical complexity and business value, possessing the natural charisma and domain expertise required to manage high-stakes client environments with poise and foresight
• The Account Management team is a vital part of the Client Impact department, where we focus on delivering sustainable value to our clients every day
• You will work alongside a high-performing team of experts and collaborate closely with stakeholders across the entire organization, from Product and Engineering to Growth, Legal, and Compliance
• Become part of the success story of Upvest (as a shareholder!)
• Develop and own the strategic success plan for a portfolio of priority enterprise and fintech clients, ensuring long-term retention and satisfaction
• Drive commercial growth by identifying and executing on upselling and cross-selling opportunities that align with client needs
• Navigate complex organizational structures within large financial institutions to influence decision-makers and C-level stakeholders
• Act as a strategic advisor, deeply understanding your clients’ business needs to help them scale their investment offerings
• Manage high-stakes negotiations and complex contract renewals with a focus on win‑win outcomes
• Collaborate with Product and Growth teams to relay market feedback, ensuring Upvest remains the market leader in Investment API infrastructure