Account Executive Germany (f/m/d)

The role

You will drive Financial Institutions sales by owning the cross-functional sales cycle and building client relationships. You will work with the Director Business Development DACH to help large financial institutions digitise their investing propositions.

What you will do

• Own the cross-functional sales cycle until contract closing to meet or exceed sales targets
• Build the business by consultatively understanding our clients' needs
• Develop compelling sales materials that communicate the Upvest value proposition
• Build and maintain strong client and industry relationships through regular client calls and networking events
• Contribute to sales enablement efforts and process improvement by sharing client insights
• Enable a seamless client onboarding experience via effective communication with the implementations team

Required qualifications

• 3 – 6 years of experience in sales-related roles, ideally within investments, banking, or wealth management
• Alternatively, 4–6+ years of experience at a specialised financial services consultancy working on IT infrastructure-related projects
• Previous experience in investments and securities trading
• Strong interest in software- and infrastructure-as-a-service products
• Demonstrated expertise with B2B sales methodologies
• Strong leadership skills
• Ability to communicate well with different stakeholder groups
• Strong relationship-building and negotiation skills
• Ability to create trust, handle objections and present compelling pitches
• Hands-on, proactive ownership of complex projects
• Consistent and reliable communication with multiple client and internal stakeholders
• Diligent internal documentation

Nice to have

• Experience selling to banks or wealth managers
• Thorough understanding of the investment industry, its current trends and competitive landscape
• Strong professional network in the investment industry
• Preference for candidates located in Berlin / remote Germany
• Fluent in German (C2 or native)

Benefits

• €20,000 per year for best-in-class AI tools
• 30 days of annual leave
• Sports benefits
• Access to 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
• Competitive, above-market salary
• Participation in an employee equity program
• Company-wide events such as UpFest, dinners, offsites and a Holiday party

About the company

Upvest empowers businesses to offer a wide range of investment products through an easy to integrate Investment API. The company is backed by €280M in total funding and partners with Europe's leading Fintechs and financial institutions.