Head of Account Management
Upvest provides regulated, API-first investment infrastructure for fintechs, banks, brokers, and wealth managers across Europe and the UK. Its platform supports brokerage, settlement, custody, fractional investing, portfolios, savings plans, and investment operations.
Funding history
About Upvest GmbH
Upvest is a regulated investment infrastructure company offering a cloud-native Investment API for brokerage, settlement, custody, and real-time investment functionality. It also provides middle- and back-office business process outsourcing, regulatory licences, fractional securities, portfolios, savings plans, and operating models for financial institutions launching or scaling investment and pension products.
Skills
Candidate Availability
Required and preferred rules are kept separate and reflect the wording in the original posting.
About the Role
You will lead the commercial development and strategic management of the live client portfolio. You will own renewals, expansions, upsells, negotiations, account plans, portfolio KPIs, and executive client relationships. You will lead and develop senior Account Managers, improve scalable account-management processes and tooling, and use AI to automate analysis, reporting, and preparation work.
Requirements
- 8+ years of account management, client success, or strategic relationship management experience with B2B enterprise clients
- 3+ years leading an account management or client team
- Knowledge of investment products, trading, custody, settlement, and fee economics
- Experience owning renewals, upsells, and negotiations
- Experience in regulated fintech, banking, B2B API, embedded finance, or enterprise SaaS
- Experience leading senior individual contributors
- Experience building playbooks, processes, and scalable systems
- Data-driven account management using KPIs
- Hands-on AI experience, ideally Claude and MCP or similar integrations
- Executive-level client relationship and commercial-conversation experience
Responsibilities
- Own renewals, expansions, upsells, and commercial negotiations for the live client portfolio
- Build strategic account plans covering growth opportunities, use cases, asset classes, functionality, and geographies
- Advise clients on investment-product offerings, pricing, promotions, and conversion
- Lead QBRs, steering committees, executive alignment, and client escalations
- Represent client feedback to Product, Operations, and Growth
- Track ARR, revenue retention, client satisfaction, account health, and client performance
- Provide budget input, review actuals against budget, and report account risks and opportunities
- Lead, hire, develop, and coach senior Account Managers
- Define and improve account tiering, governance, health scoring, documentation, and tooling
- Drive AI adoption for analysis, reporting, and preparation work
Benefits
- €20,000 annual budget 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 after every four years
- Personal development budget
- Choice and budget to work from home or an office
- Employee equity program
- Company-wide events and offsites
- Employee resource groups
