Upvest is on a mission to make investing as easy as spending money. The company 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 enterprises alike can save resources and fully focus on their core business. Upvest is one of the few fintechs in Europe that can provide its B2B clients with the full range of investment opportunities in the areas of principal broking business, proprietary trading, and safe custody business for traditional securities. The company was founded in 2017 by Martin Kassing and currently employs more than 200 people across Europe. Its latest €100m fundraising round (Series C) was led by Hedosophia and Sapphire Venture, with continued support from existing investors including Bessemer Venture Partners, BlackRock, Earlybird, HV Capital, Motive Ventures, and Notion Capital. We currently employ 200 people across Europe with our headquarters based in Berlin, Germany, and hubs in Tallinn, Estonia, and London, UK. We would consider hiring remotely for this role. If you do want to move to one of our hubs, we’re happy to support your relocation. Your mission: Empower Upvest’s clients to grow, providing first-class service to our clients. Upvest is hiring a (Senior) Account Manager. In this role, you identify our clients’ problems-to-solve and find meaningful solutions within the Upvest ecosystem. You are outcome-focused, communicate with clarity, and keep a bias for action. You activate and retain clients by empowering them to achieve their target business outcomes. You develop shared growth roadmaps to strategically navigate partnerships to success and satisfaction. This role offers you the opportunity to: Build the foundation for multi-decade client relationships As the trusted investment infrastructure of choice, Upvest is to stay for the long-long-term. You are an Upvest ambassador and bring the best of Upvest’s expertise, our ecosystem capabilities, and the Upvest spirit to our clients. You cultivate and maintain strong client relationships and industry connections through regular client calls, in-person meetings and participation in networking events. You engage seamlessly with cutting-edge Fintechs as well as incumbent banking clients. You drive high-visibility client events and take initiative to seek exposure. You obsess about client satisfaction and make it your northstar. Deliver a first-class client experience At Upvest, we aim to set a new standard in client satisfaction, driving delight and long-term shared success. As a (Senior) Account Manager, you will execute on account strategies to reach our clients’ growth ambitions. You will build and implement Upvest’s Account Management playbook, use analytics tools to track client performance, and share insights with sales, product, and operations teams to drive improvements. Your role is essential in ensuring that clients enjoy a first-class experience through deep understanding of our clients’ businesses, timely resolutions, and targeted recommendations by working cross-functionally with internal experts. You’re dedicated to boost and keep client satisfaction to new highs. What you'll bring: 3 to 5 years of hands-on experience in Account Management or similar client-facing roles in the investments industry in a B2B context, ideally with SaaS/API-based products You have deep experience in consultative selling and in managing up to 7-figure-plus accounts You possess strong relationship-building and expectation management skills, demonstrating the ability to establish trust, handle objections, retain clients, and ensure their ongoing satisfaction You are able to own account-related initiatives and drive them to completion, with an ability to navigate ambiguity and build scalable processes. You don’t shy away from producing high-quality documents yourself You are curious and understand client challenges, coupled with the ability to identify opportunities for value-based upselling to expand client contracts You are proactive and hands-on with project ownership, including effective client communication and thorough internal documentation You have a solid understanding of the investment industry, current trends, and competitive landscape You are passionate about growth as Upvest has a bright future ahead, which depends on our team’s spirit, morale, and work ethic Preferably, you are located in Berlin or in Germany, show flexibility for work travel. You are fluent in English (both written and verbal). Proficiency in German is a must have for this role. It’s great if you: You are guided by data-driven and consultative approaches when making decisions, and can leverage analytical tools like Salesforce, Looker/Tableau, and other tools to inform your approach You’re an exceptionally good listener, read people well, and have an uncanny ability to pick up on people's needs without them even saying it You are highly attentive to detail, care for accuracy in your work, and prefer to keep things concise Why Upvest? We're working on solving a hard problem: fixing the European securities financial infrastructure that empowers more people to be able to invest. You have the opportunity to contribute to this change. 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 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). Our values: Learn and grow. We aim high to shape our future. We give and request honest feedback knowing that we develop together. Progression over Perfection. Team first. We make it easy for others. We value our differences and are open to others' opinions. We win and celebrate together Team over Egos. Own the outcome. Whether we win or we lose, we stand together. We are proactive and get the job done. Outcome over Process. Tell the story. We always start with the why. We share knowledge to empower others. Transparency over Complexity. Upvest is an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all employees