Senior Solutions Consultant (Pre-Sales) (f/m/d)
As a Senior Solutions Consultant, you will partner with Sales to demonstrate Upvest's value to prospective clients, understand their business needs, advise on technical solutions, develop client-facing materials, and support complex financial-services sales cycles through contract and client launch.
Responsibilities
- Conduct discovery to understand prospective clients' business and technical requirements.
- Present customised demonstrations that articulate Upvest's value.
- Develop and deliver solution workshops and product deep-dives with Sales.
- Create solution deep-dives, proposals, architecture diagrams, and technical specifications.
- Develop scalable processes and materials to streamline sales and client onboarding.
- Capture client feedback and coordinate feature priorities with Product and Engineering.
- Facilitate cross-functional collaboration to ensure solution compliance.
Requirements
- Experience in investments or investment-related domains.
- 5+ years of experience as a solution consultant, pre-sales solution engineer, or client-facing consultant within complex financial services.
- Excellent verbal, written communication, and presentation skills.
- Experience owning technical workstreams in complex, multi-stakeholder enterprise sales cycles.
- API literacy and ability to engage client engineering teams on integrations and technical requirements.
- Experience creating client-facing collateral, architecture diagrams, proposals, and technical specifications.
- Business fluency at C1 level in German, Spanish, French, or Italian is beneficial.
Benefits
- €20,000 per year for AI tools
- 30 days of annual leave
- Sports benefits
- Confidential professional coaching
- Remote work abroad for up to 183 days per year
- One-month fully paid sabbatical every four years
- Personal development budget
- Hybrid or remote work across Europe from Berlin, London, or Tallinn hubs
- Employee equity program
- Company-wide events, dinners, offsites, and holiday party