Head of Account Management (f/m/d)

The role

You will lead the Account Management team and manage the live client portfolio. You will own commercial development including renewals and upsells, lead senior relationships, and build the operating model to scale.

What you will do

• Own commercial development of the live client portfolio including renewals, expansions and upsells
• Lead commercial negotiations for live clients including pricing
• Build strategic account plans for client growth
• Advise clients on their end-user investment offering
• Provide case studies and references to help win new business
• Act as the senior counterpart for client leadership teams
• Lead QBRs, Steering Committees and executive alignment
• Act as the first point of escalation for live clients
• Represent the voice of the client inside Upvest
• Lead, hire and develop a team of senior Account Managers

Required qualifications

• 8+ years in account management, client success or strategic relationship management for B2B enterprise clients
• 3+ years leading an account management or client team
• Investment and brokerage expertise in asset types including equities, ETFs, funds and MMFs, bonds, securitised derivatives, crypto
• Knowledge of trading, custody, settlement and fee economics
• Commercial track record owning renewals, upsells and negotiations
• Background in regulated fintech or banking with financial institutions as clients, or B2B API, embedded finance or enterprise SaaS
• Product mindset
• Experience leading a team of senior individual contributors
• Experience building playbooks, improving processes and implementing systems
• Data-driven approach using KPIs
• Hands-on use of AI tools
• Executive presence for C-level stakeholders

Nice to have

• B2C brokerage experience
• Experience with country expansion
• Network and market insight in Upvest's core European markets
• Experience with migrations or large client transitions
• German and/or Spanish language skills

Benefits

• 20,000 EUR per year for AI tools
• 30 days of annual leave
• Sports benefits
• Confidential professional coaching
• Flexibility to work remotely abroad for up to 183 days a year
• One-month fully paid sabbatical after every 4 years
• Personal development budget
• Competitive, above-market salary
• Participation in employee equity program
• Company-wide events such as UpFest, dinners, offsites and 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 leading fintechs and financial institutions.