Associate Account Executive Germany (f/m/d)

Upvest · Berlinjunior

En corto

▸Ejecutivo de Cuentas B2B para instituciones financieras en Alemania.
▸Gestionas todo el ciclo de ventas, desde contacto inicial hasta cierre de contrato, con enfoque consultivo.
▸Trabajas directamente con el Director de Desarrollo de Negocios DACH y tienes autonomía en relaciones clave.

Fluent English required for client and team communication

En ~1 minuto te damos: quién te entrevista, las preguntas probables con respuestas desde tu CV, y tu CV adaptado a esta vacante. Gratis, sin tarjeta.

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¿Qué piden?

✓1-3 años de experiencia en ventas B2B, idealmente en banca, inversiones o servicios financieros.
✓Experiencia previa con productos API o soluciones de infraestructura financiera (por ejemplo, BaaS).
✓Interés sólido en inversiones, trading de valores y servicios de software para instituciones financieras.
✓Capacidad para entender necesidades del cliente y diseñar propuestas comerciales personalizadas.
✓Habilidades comprobadas de gestión de stakeholders y comunicación efectiva.
✓Inglés fluido para interacciones con equipos y clientes internacionales.

¿No cumplís todo? Es lo normal — tu dossier gratis te dice qué gaps tenés y cómo cubrirlos en la entrevista.

SalesforceCRMZoomSlackGoogle WorkspaceMicrosoft OfficeSales Enablement ToolsAPI-based ProductsBaaS (Banking-as-a-Service)Investment Platforms

¿A quién escribirle en Upvest?

Tu dossier gratis identifica a las personas que te entrevistarían — con su background, qué valoran y cómo escribirles para destacar antes de aplicar.

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. Upvest is backed by €280M in total funding from world-class investors, including BlackRock, Tencent, Sapphire Ventures, and Bessemer Venture Partners, Earlybird, Notion Capital, and Motive . Our latest €105M funding round in March 2026 - led by Sapphire and Tencent - serves as a massive catalyst for our growth, allowing us to offer premier investment experience. About the role: The Growth team at Upvest is driving our go-to-market activities , spanning across Marketing, Sales and Customer Success. Our mission is to become the Investment-as-a-service category leader for Europe's leading brokers, banks, wealth managers, and non-financial platforms. We're honoured to work with some of Europe's leading brands in a fast moving and expanding market already and are just getting started. As Upvest enters the next stage of growth , we are seeking a highly motivated and outcome-driven Account Executive to join us. All our team efforts are centred around the client and give you the opportunity to work with high autonomy coupled with inspirational leadership. Working in the Growth team combines impactful work with a relaxed and fun atmosphere. We have established strong practices around feedback, team health and social events. In this role, you will work directly with our Director Business Development DACH Sven Loeckel to drive our Financial Institutions sales - winning and delighting our clients and collaborating closely with our growth and launch teams to help large financial institutions to digitise their investing propositions. You’ll leverage your expertise in financial services and sales to understand our clients’ needs and craft a compelling commercial proposition for them. This is an opportunity to own sizeable client relationships and thus having a direct impact by both driving the Upvest business and transforming the retail investment market. What you’ll do: Own the cross-functional sales cycle until contract closing to meet or exceed sales targets Drive business growth by taking a consultative approach to understanding client needs and developing compelling sales materials that effectively communicate Upvest’s value proposition Build and maintain strong client and industry relationships through regular client calls and networking events Contribute to our sales enablement efforts and process improvement by sharing client insights and driving best practice Enable a seamless client onboarding experience via effective communication with our implementations team What you bring: Experience: You have 1-3+ years of experience in sales-related roles (ideally within investments, banking or wealth), ideally within a B2B set up and with API-based products. Alternatively you have worked for 1-3+ years at a specialised financial services consultancy on IT-infrastructure related projects ideally in the context of investment services.

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