Kundenberater jobs in Germany

Upvest is on a mission to make investing as easy as spending money. The company empowers businesses to offer a wide range of investment products and the best experience in the field of capital market investment and retirement planning. Upvest’s Investment API is easy to integrate so that fintechs and enterprises alike can save resources and fully focus on their core business.

Upvest is one of the few fintechs in Europe that can provide its B2B clients with the full range of investment opportunities in the areas of principal broking business, proprietary trading, and safe custody business for traditional securities. The company was founded in 2017 by Martin Kassing and currently employs more than 250+ people across Europe. Its latest €100m fundraising round (Series C) was led by Hedosophia and Sapphire Venture, with continued support from existing investors including Bessemer Venture Partners, BlackRock, Earlybird, HV Capital, Motive Ventures, and Notion Capital.

We currently employ 250+ people across Europe with our headquarters based in Berlin, Germany, and hubs in Tallinn, Estonia, and London, UK.

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 of Growth Alex Reichhardt to drive our enterprise 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

• Build the business by consultatively understanding our clients’ needs and developing compelling sales materials that communicate the Upvest value proposition effectively

• 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

• Experience: You have 4-6+ years of experience in sales-related roles (ideally within investments, banking or wealth), ideally within a B2B set up and with API-based products.

• Industry Exposure: You have previous experience within and strong interest into investments, securities trading and software-/infrastructure-as-a-service products (e.g., BaaS)

• 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’

• Stakeholder management Skills: You have demonstrated strong leadership skills, are able to communicate well with different stakeholder groups, and are not afraid to challenge assumptions internally or externally.

• Negotiation Skills: Strong relationship-building and negotiation skills, with the ability to create trust, effectively handle objections and present compelling pitches.

• 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.

• Experience selling to banks or wealth managers

• Industry Knowledge - thorough understanding of the investment industry, its current trends and competitive landscape.

• Professional Network: Strong professional network in the investment industry.

• Location Preference: Preference for candidates located in Berlin / remote Germany and fluent in German (C2).

• We're working on solving a hard problem: fixing the European securities financial infrastructure that empowers more people to be able to invest. You have the opportunity to contribute to this change.

• We invest in you. From access to a personal coach, development budget and plenty of opportunities to grow in your role.

• We take hiring seriously with a strong focus on keeping a high bar when interviewing (equally important is that we hire decent people, who are passionate about their craft and helping us achieve our shared mission).

• While we're not quite fully-remote, we are committed to being a flexible employer, as we understand you don't have to be in the office to do your best work.

• We live in a culture of empowerment, trust (that we hire the best people and get out of their way) and openness (there's a greater advantage in sharing information than keeping it to ourselves).

• Make it easy for others. Team over Egos.

• Own the outcome. Progress over Perfection.

• Rise to the challenge. Growth over Comfort.

• Tell the story. Clarity over Ambiguity.

Upvest is an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all employees