Associate Account Executive (Germany)

Upvest; Berlin; On-site; EUR 60,000 - 90,000; Full time

Benefits offered by this job

Flexibility with hybrid setup

Development budget

Wellbeing support and 30 days holiday

Exposure to greenfield projects and 1L

Job summary

Upvest is seeking an Account Executive to join the Growth team in a hybrid role. You will drive the go-to-market efforts across Marketing, Sales and Customer Success, focusing on Financial Institutions in Europe.

You will own sizeable client relationships, develop compelling commercial propositions, and collaborate with the launch and implementations teams to digitise investing propositions. You should bring 1–3+ years of sales experience within investments, banking or wealth management, with

Qualifications

• 1–3+ years of experience in sales-related roles (ideally within investments, banking or wealth).
• Experience selling to banks or wealth managers in a B2B setup with API-based products.
• Strong relationship-building and negotiation skills.

Responsibilities

• Own the cross-functional sales cycle until contract closing to meet or exceed sales targets.
• Drive business growth with consultative selling and compelling sales materials.
• Build and maintain strong client and industry relationships via regular calls and events.
• Enable a seamless client onboarding experience with the implementations team.
• Contribute to sales enablement and process improvements with client insights.

Skills

Relationship-building

Negotiation

Client-centric Sales

Stakeholder management

Project Management

Industry Knowledge

Banks & Wealth managers

B2B Sales

Education

Bachelor’s degree in a relevant field

Job description

• 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
• Drive business growth by taking a consultative approach to understanding client needs and developing compelling sales materials that effectively communicate Upvest’s value proposition
• 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
• What you bring:

Benefits

• Flexibility - We work in a hybrid set-up, with the team spread around Germany and other parts of Europe. We give you the choice and budget to work where you’re most comfortable and productive, either at home or in the office. You choose.
• Development - In keeping with one of our values, ‘Learn and grow’, every Upvenger has access to a development budget. And in line with one of our other values, ‘Own the outcome’, how you make the most of it is up to you.
• Wellbeing - Everyone here has access to our in-house coach. You can have regular sessions to support you personally and professionally. We also believe it’s important to have time out to rest and recover, which is why we offer 30 days’ holiday.
• Greenfield projects - We’re building something quite complex. A first in Europe. This means you get to work with cutting-edge technologies, with no legacy code.

Negotiation Skills: Strong relationship-building and negotiation skills, with the ability to create trust, effectively handle objections and present compelling pitchesIndustry Exposure: You have previous experience within and strong interest into investments, securities trading and software-/infrastructure-as-a-service products (e.g., BaaS)Experience: You have 1-3+ 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 1-3+ years at a specialised financial services consultancy on IT-infrastructure related projects ideally in the context of investment servicesStakeholder management Skills: You have demonstrated first strong leadership skills, are able to communicate well with different stakeholder groups, and are not afraid to challenge assumptions internally or externallyClient-centric sales: You have an understanding of or eagerness to develop B2B sales methodologies, such as solution/consultative selling as well as practical application of industry best practices, always starting with the clients needs’Project Management: Hands-on, proactive ownership of complex projects, including ensuring consistent and reliable communication with multiple client and internal stakeholders and diligent internal documentationIndustry Knowledge - thorough understanding of the investment industry, its current trends and competitive landscapeLocation Preference: Preference for candidates located in Berlin / remote Germany and fluent in German (C2)Professional Network: Strong professional network in the investment industryExperience selling to banks or wealth managers