Senior Account Executive Germany (f/m/d)

Senior Account Executive Germany (f/m/d)

Join to apply for the Senior Account Executive Germany (f/m/d) role at Upvest

At Upvest, we’re on a mission to make investing as easy as spending money. We are building the first European Investment API that empowers businesses to offer seamless investment experiences to their users.

Upvest is a well‑funded, fast‑growing FinTech with a diverse team of over 250 people from 70+ nationalities working across our hubs in Berlin, Tallinn, and London. Our latest €100m 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.

How We Upvest In You

• Work with experts: Solve complex problems and fix the European securities financial infrastructure that empowers more people to invest using cutting‑edge technologies.
• Flexible work environment: Work from any of our hubs in Berlin, London or Tallinn hybrid or remotely across Europe, depending on the role.
• Professional development: Access an annual budget of €1,500 for personal and professional training to master your craft.
• Wellbeing: Recharge with 30 days of annual leave, sports benefits, confidential coaching and the flexibility to work remotely abroad for up to 183 days a year.
• Compensation and equity: We believe that all Upvengers contribute to our success and deserve a competitive, above‑market salary and participation in our employee equity program.
• Team celebrations: Participate in company‑wide events such as UpFest, dinners, off‑sites and our Holiday party to connect with colleagues and celebrate our achievements.

Team’s Mission

The Growth team at Upvest drives our go‑to‑market activities across Marketing, Sales, and Customer Success. 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 honored to work with some of Europe’s leading brands in a fast‑moving, expanding market and are just getting started.

Your Impact

In this role, you will work directly with our Director of Business Development DACH, Sven Loeckel, 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 digitise their investing propositions. You’ll leverage your expertise in financial services and sales to understand our clients’ needs and craft a compelling commercial proposition for them. This is an opportunity to own sizeable client relationships and directly impact the Upvest business and the retail investment market.

What You’ll Do

• 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.

What You’ll Bring

• Experience: 4–6+ years in sales‑related roles (ideally within investments, banking, or wealth) or 4–6+ years at a specialised financial services consultancy on IT‑infrastructure related projects in the context of investment services.
• Industry Exposure: Previous experience within and strong interest in investments, securities trading, and software‑/infrastructure‑as‑a‑service products (e.g., BaaS).
• Client‑centric sales: Demonstrated expertise with B2B sales methodologies, such as solution/consultative selling and practical application of industry best practices.
• Stakeholder management skills: Strong leadership, effective communication with various stakeholder groups, and willingness to challenge assumptions internally or externally.
• Negotiation skills: Strong relationship‑building and negotiation abilities, with the capacity to create trust, handle objections, and present compelling pitches.
• Project management: Hands‑on, proactive ownership of complex projects with consistent communication and diligent documentation.

Your Plus Would Be

• Experience selling to banks or wealth managers.
• Industry knowledge – thorough understanding of the investment industry, current trends, and competitive landscape.
• Professional network: Strong professional network in the investment industry.
• Location preference: Candidates located in Berlin / remote Germany with fluent German (C2).

Our Values

• Make it easy for others.
• Own the outcome.
• Rise to the challenge.
• Tell the story.

Our Commitment to Belonging

At Upvest we’re dedicated to building an inclusive environment where every Upvenger feels a true sense of belonging and is empowered to do their best work. We are a proud equal‑opportunity employer. We welcome applications from all backgrounds, regardless of race, color, religion, gender, sexual orientation, age, or disability. Your unique path is what we value.

Seniority level

Mid‑Senior level

Employment type

Full‑time

Job function

Sales and Business Development

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