(Senior) Account Executive (Embedded Investments, Europe)

Upvest; Berlin; Hybrid; EUR 60.000 - 90.000; Vollzeit

Benefits dieser Stelle

Hybrid work setup

Development budget

Wellbeing coach with 30 days holiday

Greenfield projects

Zusammenfassung

Upvest is seeking a highly motivated Account Executive to build an embedded Investments segment across Europe. You will own sizeable client relationships from first contact to signature, translating our Investment API into client-friendly language and working with product, solutions engineering, and partnerships to shape plug-and-play offerings.

You will manage the end-to-end sales process, target growth across non-traditional platforms, and collaborate with leadership to hit ambitious revenue

Qualifikationen

• 2–4+ years of sales, partnerships, or business development experience, ideally in B2B with API-based products or financial services.

Aufgaben

• Own the cross-functional sales cycle until contract closing to meet or exceed sales targets.
• Build the embedded pipeline across Europe by identifying and opening platforms outside traditional financial services.
• Translate Investment API into client language for product, growth and commercial stakeholders.
• Develop and maintain strong client and industry relationships through regular calls and networking events.
• Enable seamless client onboarding with the implementations team.

Kenntnisse

Stakeholder management

Project Management

Industry Exposure

Client-centric sales

Negotiation Skills

Closing track record

Industry Knowledge

Professional Network

Experience selling to banks/wealth

Jobbeschreibung

• 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 and build out our Embedded Investments segment
• 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 of Growth Alexander Reichhardt to open that market for Upvest
• You will sell to companies who have not launched an investment products before, which means translating what our Investment API does into their language: product, growth, and user engagemen
• This is an opportunity to build a segment from the ground up, own sizeable client relationships from first contact to signature, and accelerate Upvest’s path to 100m+ end users
• Own the cross-functional sales cycle until contract closing to meet or exceed sales targets
• Build our embedded pipeline across Europe by identifying and opening platforms outside traditional financial services, from consumer apps, retailers and telecoms to B2B software and AI platforms
• Build the business by consultatively understanding our clients’ needs and developing compelling sales materials that communicate the Upvest value proposition effectively to product, growth and commercial stakeholders
• Shape our embedded proposition together with Product, Solutions Engineering and Partnerships by bringing back what plug-and-play needs to mean for clients without in-house investment expertise
• Build and maintain strong client and industry relationships through regular client calls and networking events
• Enable a seamless client onboarding experience via effective communication with our implementations team

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.

Experience: You have 2–4+ years of experience in sales, partnerships, or business development, ideally in a B2B environment, with experience working with API-based products and exposure to financial services. Alternatively, you have 2–4+ years of experience at a specialised financial services consultancy, working on IT infrastructure-related projects, ideally within the investment services sectorModern, AI-enabled selling: You work data- and KPI-driven, apply clear qualification frameworks to allocate your time, and use AI actively to increase your coverage and throughput Stakeholder management Skills: You have demonstrated strong leadership skills, are able to communicate well with different stakeholder groups, from product and growth teams to legal, risk and compliance, and are not afraid to challenge assumptions internally or externally Project Management: Hands-on, proactive ownership of complex projects, including ensuring consistent and reliable communication with multiple client and internal stakeholders and diligent internal documentation Industry Exposure: You have previous experience in financial services, with a strong interest in software- and infrastructure-as-a-service products (e.g., BaaS and embedded payments), and a genuine curiosity about investments and securities trading Client-centric sales: You have demonstrated expertise with B2B sales methodologies, such as solution/consultative selling as well as practical application of industry best practices, always starting with the clients needs’ Negotiation Skills: Strong relationship-building and negotiation skills, with the ability to create trust, effectively handle objections and present compelling pitches Closing track record: You have successfully taken complex commercial or partnership deals from initial discussions through to signature and launch, ideally with a track record of consistent quota attainment. You are seeking an individual contributor role and are genuinely motivated by selling and closing deals rather than managing a sales team Industry Knowledge - thorough understanding of the investment industry, its current trends and competitive landscape Professional Network: Strong professional network in the investment industry Experience selling to banks or wealth managers Location Preference: Preference for candidates located in Berlin / remote Germany and fluent in German (C2 or native)