Senior Account Executive Germany

You'll work directly with the Director Business Development DACH to drive Financial Institutions sales, winning and delighting clients while collaborating closely with the 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 clients' needs and craft compelling commercial propositions for them. This is an opportunity to own sizeable client relationships and have a direct impact on both the business and the transformation of the retail investment market.

Responsibilities

• Own the cross-functional sales cycle until contract closing to meet or exceed sales targets
• Build the business by consultatively understanding 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 sales enablement efforts and process improvement by sharing client insights and driving best practice
• Enable a seamless client onboarding experience via effective communication with the implementations team

Requirements

• 4-6+ years of experience in sales-related roles, ideally within investments, banking or wealth, B2B setups, and API-based products, or equivalent experience at a specialised financial services consultancy
• Previous experience within and strong interest in investments, securities trading, and software- or infrastructure-as-a-service products such as BaaS
• Expertise with B2B sales methodologies, including solution or consultative selling
• Strong leadership, communication, relationship-building, and negotiation skills
• Hands-on ownership of complex projects with consistent stakeholder communication and diligent internal documentation
• Experience selling to banks or wealth managers, investment industry knowledge, a strong professional network, and fluent German at C2 level are preferred
• Preference for candidates located in Berlin or remotely in Germany

Benefits

• €20,000 per year budget for AI tools
• 30 days of annual leave
• Sports benefits
• Confidential professional coaching
• Flexibility to work remotely abroad for up to 183 days a year
• One-month fully paid sabbatical after every four years
• Personal development budget
• Flexible hybrid or remote work environment across Europe
• Employee equity program participation
• Company-wide events and Employee Resource Groups