Account Executive, Embedded Investments - Europe

As Upvest enters the next stage of growth, we are seeking a highly motivated and outcome-driven Account Executive to join us and build out our Embedded Investments segment. You will work directly with our Director of Growth to open that market for Upvest, selling to companies who have not launched investment products before and translating what our Investment API does into their language: product, growth, and user engagement.

What you'll do

• Own the cross-functional sales cycle until contract closing to meet or exceed sales targets
• Build our embedded pipeline across Europe by identifying and opening platforms outside traditional financial services, from consumer apps, retailers and telecoms to B2B software and AI platforms
• Build the business by consultatively understanding our clients' needs and developing compelling sales materials that communicate the Upvest value proposition effectively to product, growth and commercial stakeholders
• Shape our embedded proposition together with Product, Solutions Engineering and Partnerships by bringing back what plug-and-play needs to mean for clients without in-house investment expertise
• Build and maintain strong client and industry relationships through regular client calls and networking events
• Enable a seamless client onboarding experience via effective communication with our implementations team

What you'll need

• 2–4+ years of experience in sales, partnerships, or business development in a B2B environment, with experience working with API-based products and exposure to financial services, or equivalent experience at a specialised financial services consultancy
• Successfully taken complex commercial or partnership deals from initial discussions through to signature and launch, with a track record of consistent quota attainment
• Previous experience in financial services with a strong interest in software- and infrastructure-as-a-service products and genuine curiosity about investments and securities trading
• Demonstrated expertise with B2B sales methodologies, such as solution/consultative selling, always starting with the clients' needs
• Work data- and KPI-driven, apply clear qualification frameworks to allocate your time, and use AI actively to increase your coverage and throughput
• Strong leadership skills, able to communicate well with different stakeholder groups from product and growth teams to legal, risk and compliance
• 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 consistent and reliable communication with multiple client and internal stakeholders

Nice to have

• Experience selling to banks or wealth managers
• Thorough understanding of the investment industry, its current trends and competitive landscape
• Strong professional network in the investment industry
• Located in Berlin / remote Germany and fluent in German (C2 or native)

What they offer

• €20,000 per year to spend on the best AI tools available
• 30 days of annual leave and sports benefits
• Access to confidential professional coaching
• Flexibility to work remotely abroad for up to 183 days a year
• Impact-driven work building infrastructure for the future of investing in Europe