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 advantageous

Desirable

• We’re looking for fintech enthusiasts to join us in creating the financial infrastructure of tomorrow. We’re building the first European Investment API to enable any financial institution offering a wide range of efficient and transparent investment products, such as stocks and ETFs in nominal, portfolio, and fractional form. Our mission and vision is to make investing as easy as spending money
• 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