Senior 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. Alternatively you have worked for 4-6+ years at a specialised financial services consultancy on IT-infrastructure related projects ideally in the context of investment services
• 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

• The Growth team at Upvest is driving our go-to-market activities, spanning across Marketing, Sales and Customer Success
• Our mission is to become the Investment-as-a-service category leader for Europe's leading brokers, banks, wealth managers, and non-financial platforms. We're honoured to work with some of Europe's leading brands in a fast moving and expanding market already and are just getting started
• As Upvest enters the next stage of growth, we are seeking a highly motivated and outcome-driven Account Executive to join us. All our team efforts are centred around the client and give you the opportunity to work with high autonomy coupled with inspirational leadership
• Working in the Growth team combines impactful work with a relaxed and fun atmosphere. We have established strong practices around feedback, team health and social events
• In this role, you will work directly with our Director Business Development DACH Sven Loeckel to drive our Financial Institutions sales - winning and delighting our clients and collaborating closely with our growth and launch teams to help large financial institutions 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 and transforming the retail investment market
• Own the cross-functional sales cycle until contract closing to meet or exceed sales targets
• Build the 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