Senior Solutions Consultant (Pre-Sales)
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'll partner with the sales team to demonstrate the value of Upvest to prospective clients and develop a deep understanding of their business needs. You'll enable Europe's top financial services companies and fintechs to build state-of-the-art brokerage and wealth propositions, giving you the opportunity to think holistically about their investment strategy and the broader infrastructure ecosystem. Acting as a trusted technical advisor, you'll become a recognised expert in the product offering and the investment infrastructure market, driving cross-functional collaboration across sales, product, engineering, operations and banking to develop comprehensive solutions. Ultimately, you'll help drive revenue by enabling and unblocking clients through to contract and ensuring a successful handover to the client launch team.
Requirements
- Experience in investments or investment-related domains
- 5 years+ experience as a solution consultant, pre-sales solution engineer or client facing consulting role within complex financial services
- Excellent verbal and written communication and presentation skills
- A proven track record of owning the technical workstream in complex, multi-stakeholder sales cycles at enterprise or Tier 1 financial institutions
- API-literate and able to credibly engage with client engineering teams on integration approaches and technical requirements
- Experience creating detailed client-facing collateral, including architecture diagrams, solution proposals and technical specifications
- Business fluent (C1) in German, Spanish, French or Italian is beneficial
Responsibilities
- Conduct thorough discovery to understand prospective clients' business and technical requirements
- Present and lead engaging, customised demonstrations that clearly articulate Upvest's value
- Partner with Sales to develop and deliver compelling solutions workshops and product deep-dives
- Own the creation of resources including solution deep-dives, proposals and architecture diagrams
- Help develop and contribute to strategy to build scalable processes and materials that streamline the sales cycle and facilitate client onboarding
- Capture and articulate client feedback, feature enhancements and priorities working closely with product and engineering
- Facilitate cross-functional collaboration across departments to ensure solution compliance
Benefits
- €20,000 per year 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 across hubs in Berlin, London or Tallinn, hybrid or remote across Europe
- Employee equity program
- Company-wide events, dinners, offsites and Holiday party
