Upvest

Senior Account Executive, Germany

Upvest

full-time

Posted on:

Location Type: Hybrid

Location: Berlin • 🇩🇪 Germany

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Job Level

Senior

About the role

  • 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.

Requirements

  • 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.
  • You have previous experience within and strong interest into investments, securities trading and software-/infrastructure-as-a-service products (e.g., BaaS)
  • 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 have demonstrated strong leadership skills, are able to communicate well with different stakeholder groups, 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.
  • It’s great if you have experience selling to banks or wealth managers.
  • Industry Knowledge - thorough understanding of the investment industry, its current trends and competitive landscape.
  • Strong professional network in the investment industry.
  • Preference for candidates located in Berlin / remote Germany and fluent in German (C2).
Benefits
  • 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).

Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard skills
B2B salesconsultative sellingsolution sellingAPI-based productssoftware-as-a-serviceinfrastructure-as-a-serviceinvestmentssecurities tradingsales enablementproject management
Soft skills
leadershipcommunicationrelationship-buildingnegotiationtrust-buildingobjection handlingstakeholder managementproactive ownershipclient insights sharingprocess improvement
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