About the role

Account Executive responsible for driving enterprise sales at Upvest, a fintech company focusing on investment services. Collaborating with teams to help clients digitize investing propositions.

Responsibilities

In this role, you will work directly with our Director of Growth Alex Reichhardt to drive our enterprise sales - winning and delighting our clients and collaborating closely with our growth and launch teams to help large financial institutions to 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 thus having a direct impact by both driving the Upvest business and transforming the retail investment market.
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.

You have 4-6+ years of experience in sales-related roles (ideally within investments, banking or wealth), ideally within a B2B set up and with API-based products.
You have previous experience within and strong interest into investments, securities trading and software-/infrastructure-as-a-service products (e.g., BaaS)
You have demonstrated expertise with B2B sales methodologies, such as solution/consultative selling as well as practical application of industry best practices, always starting with the clients needs’
You have demonstrated strong leadership skills, are able to communicate well with different stakeholder groups, and are not afraid to challenge assumptions internally or externally.
Strong relationship-building and negotiation skills, with the ability to create trust, effectively handle objections and present compelling pitches.
Hands-on, proactive ownership of complex projects, including ensuring consistent and reliable communication with multiple client and internal stakeholders and diligent internal documentation.
It’s great if you have experience selling to banks or wealth managers.
Industry Knowledge - thorough understanding of the investment industry, its current trends and competitive landscape.
Strong professional network in the investment industry.
Preference for candidates located in Berlin / remote Germany and fluent in German (C2).

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 in 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).