(Associate/Mid) Revenue Operations Manager (f/m/d)

Associate/Mid Revenue Operations Manager (f/m/d)

Upvest is on a mission to make investing as easy as spending money. The company empowers businesses to offer a wide range of investment products and the best experience in the field of capital market investment and retirement planning. Upvest’s Investment API is easy to integrate so that fintechs and enterprises alike can save resources and fully focus on their core business. Upvest is one of the few fintechs in Europe that can provide its B2B clients with the full range of investment opportunities in the areas of principal broking business, proprietary trading, and safe custody business for traditional securities.

The company was founded in 2017 by Martin Kassing and currently employs more than 250 people across Europe, with headquarters in Berlin, Germany, and hubs in Tallinn, Estonia, and London, UK. Its latest €100 million fundraising round (Series C) was led by Hedosophia and Sapphire Venture, with continued support from existing investors including Bessemer Venture Partners, BlackRock, Earlybird, HV Capital, Motive Ventures, and Notion Capital.

Your Mission

The Growth team at Upvest is driving our go‑to‑market activities, spanning across Marketing, Sales, Customer Success, and Partnerships. RevOps acts as the key enabler – driving predictable revenue growth and operational excellence by aligning strategy, systems, data, and processes across the full revenue engine.

Our mission is to become the Investment‑as‑a‑Service category leader for Europe’s leading brokers, banks, wealth managers, and non‑financial platforms. We’re honoured to work with some of Europe’s leading brands in a fast‑moving and expanding market – and we’re just getting started.

As Upvest enters its next stage of growth, we’re looking for a motivated, outcome‑driven RevOps Manager to join us. You’ll play a vital role in scaling how we plan, execute, and optimise our go‑to‑market strategy across multiple revenue motions and all Growth domains. The role goes well beyond tooling or technical implementation; it is highly strategic and suited for those who want to influence the bigger picture.

This Role Will Give You The Opportunity To

• Turn data into action : Drive real impact by turning GTM data into sharp insights. Your work will inform strategy, keep pipeline performance on track, and give leadership the clarity they need – from daily execution to boardroom decisions.
• Engineer a seamless client journey : Own the systems and processes that connect all Growth domains. You’ll design and refine how we work together across the entire client lifecycle – so that every handover is crisp and every touchpoint delivers.
• Build repeatable ways to win : Help us sell smarter. You’ll standardise sales approaches, materials, and playbooks to reduce guesswork, shorten sales cycles, and make high performance repeatable.
• Enable the team to close big deals, faster : Shape pricing strategy, streamline approvals, and make sure the right incentives are in place. You’ll help our team negotiate and close high‑value deals with speed and confidence.
• Level up the team : Help grow a high‑performing Growth team. You’ll support onboarding new joiners fast, and run training that sharpens both team‑wide and individual skills – while building strong habits, learning culture, and team energy.

What You Bring

• Experience : 1‑2+ years in RevOps‑related roles (ideally within investments, banking, or wealth), preferably in a B2B setup and working with API‑based products. You have a track record of driving strategic projects and are comfortable getting hands‑on via systems, automation tools, and data analytics platforms.
• Industry Exposure : Strong interest in investments, securities trading, and software‑/infrastructure‑as‑a‑service products (e.g., BaaS).
• Project Management : Proactively drive complex strategic initiatives to successful outcomes while making execution efficient and straightforward for others.
• Methodologies & Processes : Hands‑on experience in standardising and optimising sales processes, guided by sales methodologies such as MEDDPICC, and applying them practically in a results‑driven way.
• Mindset : Eager to learn, approach challenges in a data‑driven manner, and solve problems with a bias to action and attention to detail.
• Location : Preference for candidates located in Berlin.
• Language : Fluent in English (written and verbal). German skills are a plus.

Why Upvest?

• We’re working on solving a hard problem: fixing the European securities financial infrastructure that empowers more people to invest.
• We invest in you – from access to a personal coach, a development budget, and plenty of opportunities to grow in your role.
• We take hiring seriously with a strong focus on keeping a high bar when interviewing (equally important is that we hire decent people who are passionate about their craft and helping us achieve our shared mission).
• While we’re not quite fully remote, we are committed to being a flexible employer, as we understand you don’t have to be in the office to do your best work.
• We live in a culture of empowerment, trust (we hire the best people and get out of their way), and openness (there’s a greater advantage in sharing information than keeping it to ourselves).

Our Values

• Learn and grow – We aim high to shape our future. We give and request honest feedback knowing that we develop together. Progression over Perfection.
• Team first – We make it easy for others. We value our differences and are open to others’ opinions. We win and celebrate together! Team over Egos.
• Own the outcome – Whether we win or we lose, we stand together. We are proactive and get the job done. Outcome over Process.
• Tell the story – We always start with the why. We share knowledge to empower others. Transparency over Complexity.

Upvest is an equal‑opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all employees.

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