Job Description

At Upvest, we are on a mission to make investing as easy as spending money . Upvest 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 financial institutions can save resources and fully focus on their core business.

We are proud to partner with Europe’s leading Fintechs and financial institutions such as DKB, Revolut, N26 and Raisin. Founded in 2017 by Martin Kassing, Upvest now brings together over 270 talented professionals from more than 70 nationalities. We’re backed by world-class investors such as Hedosophia, Sapphire, Bessemer Venture Partners, BlackRock, Earlybird, HV Capital, Notion Capital, and Motive Ventures.

As a Senior Account Manager (German speaking) , you’ll take full ownership of the strategic growth and long-term success of Upvest’s most prestigious enterprise and fintech partners across Germany and Europe. You won't just manage accounts, you’ll be the architect of long-term partnerships , ensuring our clients unlock the full potential of our Investment API. By navigating complex environments and crafting bespoke account strategies, you’ll drive commercial value while acting as the primary advocate for our clients within the Upvest ecosystem.

Your role is inherently strategic and commercially oriented . You’ll build high-level relationships with key stakeholders, moving beyond day-to-day queries to identify expansion opportunities and ensure our product roadmap aligns with their business goals. You are the bridge between technical complexity and business value, possessing the natural charisma and domain expertise required to manage high-stakes client environments with poise and foresight.

The Account Management team is a vital part of the Client Impact department , where we focus on delivering sustainable value to our clients every day. You will work alongside a high-performing team of experts and collaborate closely with stakeholders across the entire organization, from Product and Engineering to Growth, Legal, and Compliance.

What you’ll do:

• Become part of the success story of Upvest (as a shareholder!)
• Develop and own the strategic success plan for a portfolio of priority enterprise and fintech clients, ensuring long-term retention and satisfaction
• Drive commercial growth by identifying and executing on upselling and cross-selling opportunities that align with client needs
• Navigate complex organizational structures within large financial institutions to influence decision-makers and C-level stakeholders
• Act as a strategic advisor , deeply understanding your clients’ business needs to help them scale their investment offerings
• Manage high-stakes negotiations and complex contract renewals with a focus on win-win outcomes
• Collaborate with Product and Growth teams to relay market feedback, ensuring Upvest remains the market leader in Investment API infrastructure

What you bring:

• 6+ years of experience in strategic account management or relationship management within Fintech, Investment Banking, or B2B SaaS (ideally dealing with large-scale enterprise clients)
• A proven track record of crafting and executing long-term account strategies in deeply complex, regulated environments
• A strong commercial mindset , with experience in driving revenue growth and managing high-value accounts and contract negotiations
• Excellent communication and storytelling skills , with the ability to translate technical API concepts into business impact
• Strong relationship-building and expectation management skills, demonstrating the ability to establish trust, handle objections, retain clients, and ensure their ongoing satisfaction
• Professional proficiency in both German and English (native or near-native German is essential for this role)
• A proactive and structured approach , with the ability to anticipate client challenges before they arise
• The ability to work autonomously , taking full ownership of your portfolio and driving initiatives with a high degree of accountability
• A solid understanding of the investment industry , current trends, and competitive landscapes

It’s great if you have:

• Experience working with Investment infrastructure, Banking-as-a-Service (BaaS) or complex API-based infrastructure
• A deep understanding of the German regulatory landscape (e.g., BaFin) and European financial markets
• A background in management consulting , specifically within the financial services practice
• A genuine passion for personal investing and the mission to democratize investment infrastructure

How we Upvest in you:

• 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.

Our Values:

• Make it easy for others. We simplify the complex and act with the best intentions.
• Own the outcome. We are proactive, fast and confident to get the job done, valuing progress over perfection.
• Rise to the challenge. We aim high and push the boundaries. We stay curious, learn and celebrate our wins together.
• Tell the story. We start with the Why to align on purpose. We are transparent and share knowledge to empower and inspire others.

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

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