Senior Solutions Consultant (Pre-Sales)

As a Senior Solutions Consultant, you'll partner with our sales team to demonstrate the value of Upvest to prospective clients and develop a deep understanding of their business needs. You'll enable Europe's top financial services companies and fintechs to build state-of-the-art brokerage and wealth propositions, acting as a trusted technical advisor and recognised expert in Upvest's product offering and the investment infrastructure market.

What you'll do

• Own client discovery: Conduct thorough discovery to understand prospective clients' business and technical requirements and present 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: Facilitate cross-functional collaboration across all Upvest departments to ensure solution compliance.

What you'll need

• 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.

Nice to have

• Business fluent (C1) in German, Spanish, French or Italian is beneficial.
• Client-first mindset and pragmatic approach to solving problems, adept at translating complex requirements into technical solutions.

What they offer

• 30 days of annual leave and sports benefits, plus UpRest - a one-month fully paid sabbatical after every 4 years
• 20,000 EUR per year for AI tools and personal development budget
• Competitive, above-market salary and employee equity program
• Work from Berlin, London or Tallinn hybrid or remotely across Europe, with budget to work where you're most comfortable
• Professional coaching and flexibility to work remotely abroad for up to 183 days per year