Senior Solutions Consultant (Pre-Sales) (f/m/d)

The role

You will partner with the sales team to demonstrate Upvest's value to prospective clients and develop an understanding of their business needs. You will act as a technical advisor to enable financial services companies and fintechs to build brokerage and wealth propositions.

What you will do

• Conduct client discovery to understand business and technical requirements
• Lead customized demonstrations to articulate value
• Partner with Sales to deliver solution workshops and product deep-dives
• Create solution deep-dives, proposals, and architecture diagrams
• Develop strategy to build scalable processes and materials for the sales cycle
• Capture and articulate client feedback and feature enhancements to product and engineering
• Facilitate cross-functional collaboration to ensure solution compliance

Required qualifications

• Experience in investments or investment-related domains
• 5 years+ experience as a solution consultant, pre-sales solution engineer or client facing consulting role within complex financial services
• Excellent verbal and written communication and presentation skills
• Proven track record of owning the technical workstream in complex, multi-stakeholder sales cycles at enterprise or Tier 1 financial institutions
• API-literate
• Experience creating detailed client-facing collateral including architecture diagrams, solution proposals and technical specifications

Nice to have

• Business fluent (C1) in German, Spanish, French or Italian
• Client-first mindset and pragmatic approach to solving problems
• Self-motivated, thrives in autonomous environments, and possesses excellent organisational skills

Benefits

• €20,000 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 partners with Europe's leading Fintechs and financial institutions.