Senior Account Executive – Germany

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🕒 November 10, 2025

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Upvest

WebsiteLinkedInAll Job Openings

51 - 200 employees

Founded 2017

💳 Fintech

🤝 B2B

💸 Finance

Fintech • B2B • Finance

Upvest is a financial technology company that offers an Investment API designed to help businesses create seamless investment experiences for their customers. They specialize in a range of services including portfolio management, fractional investing, securities custody, and crypto custody, enabling users to invest in stocks, ETFs, and more with ease. Their platform allows for rapid account creation, instant trade execution, and comprehensive reporting, making it a robust solution for modern investment needs.

📋 Description

• Own the cross-functional sales cycle through to contract signature to meet or exceed sales targets. • Grow the business by consultatively understanding client needs and creating persuasive sales materials that clearly communicate Upvest’s value proposition. • Build and maintain strong client and industry relationships through regular client calls and networking events. • Contribute to sales enablement and process improvements by sharing client insights and promoting best practices. • Ensure a seamless client onboarding experience through effective communication with our implementations team.

🎯 Requirements

• 4–6+ years of experience in sales-related roles, ideally within investments, banking, or wealth management, preferably in a B2B environment and with API-based products. • Previous experience and a strong interest in investments, securities trading, and software-/infrastructure-as-a-service products (e.g., BaaS). • Proven expertise in B2B sales methodologies such as solution/consultative selling and practical application of industry best practices, always starting from the client’s needs. • Demonstrated strong leadership skills, ability to communicate effectively with different stakeholder groups, and willingness to challenge assumptions internally and externally. • Strong relationship-building and negotiation skills, with the ability to build trust, handle objections effectively, and deliver compelling pitches. • Hands-on, proactive ownership of complex projects, including consistent and reliable communication with multiple client and internal stakeholders and thorough internal documentation.

🏖️ Benefits

• Flexible work environment: Work from any of our hubs in Berlin, London, or Tallinn (hybrid) or remotely across Europe, depending on the role. • Professional development: Annual training allowance of €1,500 for personal and professional development. • Wellbeing: 30 days of annual leave, sports benefits, confidential professional coaching, and the option to work remotely abroad for up to 183 days per year. • Compensation and equity: Competitive, above-market salary and participation in the employee equity program. • Team celebrations: Company-wide events such as UpFest, dinners, offsites, and a holiday party to connect with colleagues and celebrate achievements.