Senior Solutions Consultant (Pre-Sales) (f/m/d)
Upvest provides regulated, API-first investment infrastructure for fintechs, banks, brokers, and wealth managers across Europe and the UK.
Funding history
About Upvest
Upvest is a Berlin-based, regulated investment-infrastructure company serving financial institutions that want to launch and scale brokerage, wealth, and pension products. Its cloud-native Investment API provides brokerage, settlement, custody, and real-time investment functionality, while its operations offering automates middle- and back-office processes. Upvest supports flexible operating models under its own or clients’ licences and offers fractional securities, portfolios, and savings plans across European and UK markets.
Skills
Candidate Availability
Required and preferred rules are kept separate and reflect the wording in the original posting.
About the Role
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.
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.
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.
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