Senior Account Manager, Upvest

• 3 to 5 years of hands-on experience in Account Management or similar client-facing roles in the investments industry in a B2B context, ideally with SaaS/API-based products
• You have deep experience in consultative selling and in managing up to 7-figure-plus accounts
• You possess strong relationship-building and expectation management skills, demonstrating the ability to establish trust, handle objections, retain clients, and ensure their ongoing satisfaction
• You are able to own account-related initiatives and drive them to completion, with an ability to navigate ambiguity and build scalable processes. You don’t shy away from producing high-quality documents yourself
• You are curious and understand client challenges, coupled with the ability to identify opportunities for value-based upselling to expand client contracts
• You are proactive and hands-on with project ownership, including effective client communication and thorough internal documentation
• You have a solid understanding of the investment industry, current trends, and competitive landscape
• You are passionate about growth as Upvest has a bright future ahead, which depends on our team’s spirit, morale, and work ethic
• Preferably, you are located in Berlin or London and show flexibility for work travel. You are fluent in English (both written and verbal). Proficiency in German is a must have for this role

Desirable

• Build the foundation for multi-decade client relationships
• As the trusted investment infrastructure of choice, Upvest is to stay for the long-long-term
• You are an Upvest ambassador and bring the best of Upvest’s expertise, our ecosystem capabilities, and the Upvest spirit to our clients
• You cultivate and maintain strong client relationships and industry connections through regular client calls, in-person meetings and participation in networking events
• You engage seamlessly with cutting-edge Fintechs as well as incumbent banking clients
• You drive high-visibility client events and take initiative to seek exposure
• You obsess about client satisfaction and make it your northstar
• Deliver a first-class client experience
• At Upvest, we aim to set a new standard in client satisfaction, driving delight and long-term shared success
• As a (Senior) Account Manager, you will execute on account strategies to reach our clients’ growth ambitions
• You will build and implement Upvest’s Account Management playbook, use analytics tools to track client performance, and share insights with sales, product, and operations teams to drive improvements
• Your role is essential in ensuring that clients enjoy a first-class experience through deep understanding of our clients’ businesses, timely resolutions, and targeted recommendations by working cross-functionally with internal experts
• You’re dedicated to boost and keep client satisfaction to new highs