Account executive for embedded investments

Upvest; United States; Hybrid; USD 90,000 - 150,000; Full time

Benefits offered by this job

Personal development budget

Remote/hybrid across Europe

Sabbatical after 4 years

Job summary

Upvest is seeking an Account Executive to drive our Embedded Investments segment. You will own the end-to-end sales cycle, build pipelines across Europe, and craft compelling materials to communicate the Upvest value to product, growth and commercial stakeholders.

Ideal candidates have 2–4+ years in B2B sales or partnerships, know API-based products, and demonstrate a track record of closing deals while collaborating with legal, risk and compliance teams.

Qualifications

• 2–4+ years in sales, partnerships, or business development, preferably in B2B
• Experience with API-based products or IT/investment services
• Track record of quota attainment and closing deals
• Comfort working as an individual contributor and selling complex solutions
• Strong ability to collaborate with product, risk/compliance, and legal teams

Responsibilities

• Own the cross-functional sales cycle from prospecting to contract closure
• Build embedded investments pipeline across Europe with non-traditional platforms
• Develop compelling materials that communicate Upvest value to product, growth, and commercial teams
• Help shape the embedded proposition with Product, Solutions Engineering and Partnerships
• Maintain client relationships and enable smooth onboarding with the implementations team

Skills

B2B sales

solution selling

negotiation

stakeholder management

data-driven selling

Job description

Описание: 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.

Задачи: 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

Требования: 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 sector 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 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 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' You work data- and KPI-driven, apply clear qualification frameworks to allocate your time, and use AI actively to increase your coverage and throughput 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. Strong relationship-building and negotiation skills, with the ability to create trust, effectively handle objections and present compelling pitches. Hands-on, proactive ownership of complex projects, including ensuring consistent and reliable communication with multiple client and internal stakeholders and diligent internal documentation. Будет плюсом: 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 or native)

Условия: Every Upvenger has €20,000 per year to spend on the best AI tools available — so you're always working with the most powerful models and tooling on the market We’re building the infrastructure that will power the future of investing in Europe. It’s complex, ambitious, and meaningful. You’ll work with modern technologies and create something entirely new. No legacy systems, no limits Recharge with 30 days of annual leave and maintain a healthy lifestyle with sports benefits. Access confidential professional coaching and enjoy the flexibility to work remotely abroad for up to 183 days a year. Recharge with UpRest, a one-month fully paid sabbatical after every 4 years of working at Upvest Each Upvenger has access to a personal development budget and the freedom to decide how to use it Work from any of our hubs in Berlin, London or Tallinn hybrid or remotely across Europe, depending on the role. 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 We believe that all Upvengers contribute to our success and deserve a competitive, above-market salary and a participation in our employee equity program Participate in company-wide events, such as UpFest, dinners, offsites and our Holiday party, to connect with colleagues and celebrate our achievements