Senior Account Executive Germany

Skills

About the Role

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, having a direct impact on both the business and the transformation of the retail investment market.

Requirements

• 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, or 4-6+ years at a specialised financial services consultancy on IT-infrastructure related projects ideally in the context of investment services
• Previous experience within and strong interest in investments, securities trading and software-/infrastructure-as-a-service products (e.g., BaaS)
• Demonstrated expertise with B2B sales methodologies, such as solution/consultative selling, and practical application of industry best practices
• Demonstrated strong leadership skills, ability to communicate well with different stakeholder groups
• Strong relationship-building and negotiation skills
• Hands-on, proactive ownership of complex projects, including consistent communication with multiple stakeholders and diligent internal documentation
• Experience selling to banks or wealth managers preferred
• Thorough understanding of the investment industry, its current trends and competitive landscape preferred
• Strong professional network in the investment industry preferred
• Preference for candidates located in Berlin / remote Germany and fluent in German (C2)

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

Benefits

• €20,000 per year budget to spend on 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 4 years of working at Upvest
• Personal development budget
• Flexible work environment, work from hubs in Berlin, London or Tallinn hybrid or remotely across Europe
• Employee equity program participation
• Company-wide events such as UpFest, dinners, offsites and Holiday party
• Employee Resource Groups fostering inclusion and connection