Upvest, founded in 2017, enables any financial institution to offer great investment experiences to its customers. Upvest is an investment firm regulated by the German supervision authority (BaFin). The company currently employs 170+ people across Europe with its headquarters based in Berlin, Germany.

The company is backed by the world’s largest venture capital funds and investors including Bessemer Venture Partners, BlackRock, Earlybird, HV Capital, Notion Capital, and ABN Amro Ventures, as well as by renowned fintech entrepreneurs (including Maximilian Tayenthal, founder of N26, and Felix Haas, founder of IDnow).

We’re looking for fintech enthusiasts to join us in creating the financial infrastructure of tomorrow. We’re building the first European Investment API to enable any financial institution offering a wide range of efficient and transparent investment products, such as stocks and ETFs in nominal, portfolio, and fractional form. Our mission and vision is to make investing as easy as spending money.

We’re based in Berlin but would consider hiring remotely in Germany for this role. If you do want to move to Berlin though, we’re happy to support your relocation.

Team mission:

The Growth team at Upvest is driving our go-to-market activities, spanning 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 honoured to work with some of Europe's leading brands in a fast moving and expanding market already and are just getting started.

Your  mission:

As Upvest enters the next stage of growth, we are seeking a highly motivated and outcome-driven Account Executive to join us. The Enterprise Senior Account Executive role focuses on working with the largest traditional financial institutions across Europe. 

All our team efforts are centred around the client and give you the opportunity to work with high autonomy coupled with inspirational leadership. Working in the Growth team combines impactful work with a relaxed and fun atmosphere. We have established strong practices around feedback, team health and social events.

You will work directly with our Director of Sales Alexander Reichhardt owning sizable client relationships and thus directly impacting Upvest’s business trajectory.

This role will give you the opportunity to:

• Own the cross-functional sales cycle until contract closing to meet or exceed sales targets

• Develop compelling sales materials and pitches that communicate the Upvest value proposition effectively

• Develop reliable weekly, monthly, and annual sales performance and pipeline

• 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 constantly

• Enable a seamless client onboarding experience via effective communication with our implementations team

Job requirements:

• At least 4 years of successful experience meeting or exceeding sales targets in the B2B finance industry, ideally for SaaS / API-based products

• At least 2 years of experience in the investment industry (ideally with focus on the infrastructure side)

• Strong relationship-building and negotiation skills, with the ability to create trust, effectively handle objections and present compelling pitches

• Demonstrated expertise with B2B sales methodologies, such as solution/consultative selling as well as practical application of industry best practices (e.g. MEDDIC framework)

• Hands-on, proactive ownership of complex projects, including reliable client communication and diligent internal documentation

• Basic understanding of the investment industry, its current trends and competitive landscape

• Preference for candidates located in Berlin and fluent in English (written and verbal). German would be an advantage.

• Nice-to-have: Strong professional network in the investment industry (across fintechs and enterprise clients)

Why Upvest?

• We're working on solving a hard problem: fixing the European securities financial infrastructure that empowers more people to be able to invest. You have the opportunity to contribute to this change.
• We invest in you. From access to a personal coach, 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 a culture of empowerment, trust (that 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