Senior Solutions Consultant – Pre-Sales

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🕒 June 4

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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 client discovery: Conduct thorough discovery to understand prospective clients’ business and technical requirements you’ll present and lead engaging, customised demonstrations that clearly articulate Upvest's value. • Conduct solution workshops: Partner with Sales to develop and deliver compelling solutions workshops and product deep-dives. • Develop technical content: Own the creation of crucial resources including solution deep-dives, proposals and architecture diagrams. • Accelerate pre-sales: Help develop and contribute to the strategy to build scalable processes and materials that streamline the sales cycle and facilitate client onboarding. • Client feedback: Capture and articulate client feedback, feature enhancements and priorities - working closely with product and engineering to ensure optimal roadmap alignment. • Ensure regulatory compliance: Operating in a regulated environment, you will facilitate cross-functional collaboration across all Upvest departments (from product and engineering, to operations and banking) to ensure solution compliance.

🎯 Requirements

• Experience in investments or investment-related domains is essential - you have a solid understanding of the market, its products, and the infrastructure that underpins modern brokerage and wealth propositions. • 5 years+ experience as a solution consultant, pre-sales solution engineer or client facing consulting role within complex financial services. • Excellent verbal and written communication and presentation skills, effectively engaging both business and technical stakeholders. • A proven track record of owning the technical workstream in complex, multi-stakeholder sales cycles at enterprise or Tier 1 financial institutions - API-literate and able to credibly engage with client engineering teams on integration approaches and technical requirements. • Experience creating detailed client-facing collateral, including architecture diagrams, solution proposals and technical specifications, with rigorous attention to detail.

🏖️ Benefits

• Best-in-class AI tools: 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. • Impact-driven work: 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. • Wellbeing: 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. • Development: Growth is in our DNA. Each Upvenger has access to a personal development budget and the freedom to decide how to use it. • Flexible work environment: 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. • Compensation and equity: We believe that all Upvengers contribute to our success and deserve a competitive, above-market salary and a participation in our employee equity program. • Team celebrations: Participate in company-wide events, such as UpFest, dinners, offsites and our Holiday party, to connect with colleagues and celebrate our achievements. • Inclusion: We’re committed to a culture where everyone belongs and thrives. Our Employee Resources Groups foster inclusion and connection, like Upfem for our female Upvengers, or UpVergent supporting neurodivergent Upvengers and allies.