Associate Account Executive (Germany)

Join Upvest, a leading investment-as-a-service platform in Europe. As an Associate Account Executive, you will drive our Financial Institutions sales, build strong client relationships, and contribute to our sales enablement efforts. Enjoy a flexible hybrid work setup, access to a development budget, and 30 days of holiday.

Responsibilities

• Eigenverantwortliche Leitung des gesamten Verkaufszyklus bis zum Vertragsabschluss, um Verkaufsziele zu erreichen oder zu übertreffen.
• Entwicklung überzeugender Verkaufsunterlagen, die den Wert von Upvest effektiv kommunizieren, und Durchführung von Verkaufsgesprächen.
• Aufbau und Pflege starker Kunden- und Branchenbeziehungen durch regelmäßige Kundenanrufe und Networking-Veranstaltungen.

Requirements

• Negotiation Skills: Strong relationship-building and negotiation skills, with the ability to create trust, effectively handle objections and present compelling pitches
• Client-centric sales: You have an understanding of or eagerness to develop B2B sales methodologies, such as solution/consultative selling as well as practical application of industry best practices, always starting with the clients needs’
• Project Management: Hands-on, proactive ownership of complex projects, including ensuring consistent and reliable communication with multiple client and internal stakeholders and diligent internal documentation
• Stakeholder management Skills: You have demonstrated first strong leadership skills, are able to communicate well with different stakeholder groups, and are not afraid to challenge assumptions internally or externally
• Industry Exposure: You have experience in investments or securities trading and a strong interest in software- and infrastructure-as-a-service products (e.g. BaaS)
• Industry Knowledge - thorough understanding of the investment industry, its current trends and competitive landscape

Preferred

• Experience: You have 1–3+ years of experience in a sales-related role, ideally within investments, banking, or wealth management, preferably in a B2B environment and working with API-based products. Alternatively, you have 1–3+ years of experience at a specialised financial services consultancy, working on IT infrastructure-related projects, ideally within the investment services space

Experience selling to banks or wealth managers

• 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)