Senior Enterprise Account Executive, Upvest

• Experience: You have 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
• Industry Exposure: You have previous experience within and strong interest into investments, securities trading and software-/infrastructure-as-a-service products (e.g., BaaS)
• Client-centric sales: You have demonstrated expertise with B2B sales methodologies, such as solution/consultative selling as well as practical application of industry best practices, always starting with the clients needs’
• Stakeholder management Skills: You have demonstrated strong leadership skills, are able to communicate well with different stakeholder groups, and are not afraid to challenge assumptions internally or externally
• Negotiation Skills: Strong relationship-building and negotiation skills, with the ability to create trust, effectively handle objections and present compelling pitches
• Project Management: Hands-on, proactive ownership of complex projects, including ensuring consistent and reliable communication with multiple client and internal stakeholders and diligent internal documentation

Desirable

• In this role, you will work directly with our GM UK Symmie Swil and Director of Growth Alex Reichhardt to drive our UK enterprise sales - winning and delighting our clients and collaborating closely with our growth and launch teams to help large financial institutions in the UK to digitise their investing propositions.
• You’ll leverage your expertise in financial services and sales to understand our clients’ needs and craft a compelling commercial proposition for them.
• This is an opportunity to own sizeable client relationships and thus having a direct impact by both driving the Upvest business in the UK, and transforming the UK retail investment market
• Own the cross-functional sales cycle until contract closing to meet or exceed sales targets
• Build the UK business by consultatively understanding our 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 our sales enablement efforts and process improvement by sharing client insights and driving best practice
• Enable a seamless client onboarding experience via effective communication with our implementations team

• Greenfield projects - We’re building something quite complex. A first in Europe. This means you get to work with cutting-edge technologies, with no legacy code.
• Wellbeing - Everyone here has access to our in-house coach. You can have regular sessions to support you personally and professionally. We also believe it’s important to have time out to rest and recover, which is why we offer 30 days’ holiday.
• Development - In keeping with one of our values, ‘Learn and grow’, every Upvenger has access to a development budget. And in line with one of our other values, ‘Own the outcome’, how you make the most of it is up to you.
• Flexibility - We work in a hybrid set-up, with the team spread around Germany and other parts of Europe. We give you the choice and budget to work where you’re most comfortable and productive, either at home or in the office. You choose.

Total funding: $197.5m

Upvest is a fintech startup that empowers financial services companies to provide their customers with access to a full range of financial assets, including stocks, ETFs and crypto products. Upvest's investment API integrates seamlessly with its customers existing systems and is designed to scale easily, freeing companies from the need to develop their own brokerage and custody infrastructure from scratch.