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:As a Senior Account Manager (German speaking), you’ll take full ownership of the strategic growth and long-term success of Upvest’s most prestigious enterprise and fintech partners across Germany and Europe. You won't just manage accounts, you’ll be the architect of long-term partnerships, ensuring our clients unlock the full potential of our Investment API. By navigating complex environments and crafting bespoke account strategies, you’ll drive commercial value while acting as the primary advocate for our clients within the Upvest ecosystem.
Your role is inherently strategic and commercially oriented. You’ll build high-level relationships with key stakeholders, moving beyond day-to-day queries to identify expansion opportunities and ensure our product roadmap aligns with their business goals. You are the bridge between technical complexity and business value, possessing the natural charisma and domain expertise required to manage high-stakes client environments with poise and foresight.
The Account Management team is a vital part of the Client Impact department, where we focus on delivering sustainable value to our clients every day. You will work alongside a high-performing team of experts and collaborate closely with stakeholders across the entire organization, from Product and Engineering to Growth, Legal, and Compliance.
What you’ll do:Become part of the success story of Upvest (as a shareholder!)
Develop and own the strategic success plan for a portfolio of priority enterprise and fintech clients, ensuring long-term retention and satisfaction
Drive commercial growth by identifying and executing on upselling and cross-selling opportunities that align with client needs
Navigate complex organizational structures within large financial institutions to influence decision-makers and C-level stakeholders
Act as a strategic advisor, deeply understanding your clients’ business needs to help them scale their investment offerings
Manage high-stakes negotiations and complex contract renewals with a focus on win-win outcomes
Collaborate with Product and Growth teams to relay market feedback, ensuring Upvest remains the market leader in Investment API infrastructure
6+ years of experience in strategic account management or relationship management within Fintech, Investment Banking, or B2B SaaS (ideally dealing with large-scale enterprise clients)
A proven track record of crafting and executing long-term account strategies in deeply complex, regulated environments
A strong commercial mindset, with experience in driving revenue growth and managing high-value accounts and contract negotiations
Excellent communication and storytelling skills, with the ability to translate technical API concepts into business impact
Strong relationship-building and expectation management skills, demonstrating the ability to establish trust, handle objections, retain clients, and ensure their ongoing satisfaction
Professional proficiency in both German and English (native or near-native German is essential for this role)
A proactive and structured approach, with the ability to anticipate client challenges before they arise
The ability to work autonomously, taking full ownership of your portfolio and driving initiatives with a high degree of accountability
A solid understanding of the investment industry, current trends, and competitive landscapes
Experience working with Investment infrastructure, Banking-as-a-Service (BaaS) or complex API-based infrastructure
A deep understanding of the German regulatory landscape (e.g., BaFin) and European financial markets
A background in management consulting, specifically within the financial services practice
A genuine passion for personal investing and the mission to democratize investment infrastructure
Best-in-class AI tools: Every Upvenger has €20,000 per year to spend on the best AI tools available — so you're always working with the most powerful models and tooling on the market.
Impact-driven work: We’re building the infrastructure that will power the future of investing in Europe. It’s complex, ambitious, and meaningful. You’ll work with modern technologies and create something entirely new. No legacy systems, no limits.
Wellbeing: Recharge with 30 days of annual leave and maintain a healthy lifestyle with sports benefits. Access confidential professional coaching and enjoy the flexibility to work remotely abroad for up to 183 days a year. Recharge with UpRest, a one-month fully paid sabbatical after every 4 years of working at Upvest.
Development: Growth is in our DNA. Each Upvenger has access to a personal development budget and the freedom to decide how to use it.
Flexible work environment: Work from any of our hubs in Berlin, London or Tallinn hybrid or remotely across Europe, depending on the role. We give you the choice and budget to work where you’re most comfortable and productive, either at home or in the office. You choose.
Compensation and equity: We believe that all Upvengers contribute to our success and deserve a competitive, above-market salary and a participation in our employee equity program.
Team celebrations: Participate in company-wide events, such as UpFest, dinners, offsites and our Holiday party, to connect with colleagues and celebrate our achievements.
Inclusion: We’re committed to a culture where everyone belongs and thrives. Our Employee Resources Groups foster inclusion and connection, like Upfem for our female Upvengers, or UpVergent supporting neurodivergent Upvengers and allies.
Make it easy for others. We simplify the complex and act with the best intentions.
Own the outcome. We are proactive, fast and confident to get the job done, valuing progress over perfection.
Rise to the challenge. We aim high and push the boundaries. We stay curious, learn and celebrate our wins together.
Tell the story. We start with the Why to align on purpose. We are transparent and share knowledge to empower and inspire others.
Upvest is an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all employees.
Skills Required
- 6+ years of experience in strategic account or relationship management within Fintech, Investment Banking, or B2B SaaS
- Proven track record of crafting and executing long-term account strategies in complex, regulated environments
- Experience driving revenue growth and managing high-value accounts and contract negotiations
- Excellent communication and storytelling skills, able to translate technical API concepts into business impact
- Strong relationship-building and expectation management skills to retain clients and handle objections
- Professional proficiency in German and English (native or near-native German essential)
- Proactive, structured approach with the ability to anticipate client challenges
- Ability to work autonomously and take full ownership of a client portfolio
- Solid understanding of the investment industry, current trends, and competitive landscapes
- Experience with investment infrastructure, Banking-as-a-Service (BaaS), or complex API-based infrastructure
- Deep understanding of the German regulatory landscape (e.g., BaFin) and European financial markets
- Background in management consulting within financial services (preferred)
- Genuine passion for personal investing and democratizing investment infrastructure (preferred)
What We Do
Offer investments to your end users via our Investment API. Regulatory licenses included. 𝘗𝘭𝘦𝘢𝘴𝘦 𝘣𝘦 𝘢𝘸𝘢𝘳𝘦: 𝘜𝘱𝘷𝘦𝘴𝘵 𝘪𝘴 𝘢 𝘉2𝘉 𝘤𝘰𝘮𝘱𝘢𝘯𝘺 𝘢𝘯𝘥 𝘥𝘰𝘦𝘴 𝘯𝘰𝘵 𝘰𝘧𝘧𝘦𝘳 𝘪𝘯𝘷𝘦𝘴𝘵𝘮𝘦𝘯𝘵 𝘱𝘳𝘰𝘥𝘶𝘤𝘵𝘴 𝘥𝘪𝘳𝘦𝘤𝘵𝘭𝘺 𝘵𝘰 𝘪𝘯𝘥𝘪𝘷𝘪𝘥𝘶𝘢𝘭𝘴. 𝘐𝘧 𝘺𝘰𝘶’𝘷𝘦 𝘣𝘦𝘦𝘯 𝘤𝘰𝘯𝘵𝘢𝘤𝘵𝘦𝘥 𝘣𝘺 𝘴𝘰𝘮𝘦𝘰𝘯𝘦 𝘤𝘭𝘢𝘪𝘮𝘪𝘯𝘨 𝘵𝘰 𝘳𝘦𝘱𝘳𝘦𝘴𝘦𝘯𝘵 𝘜𝘱𝘷𝘦𝘴𝘵 𝘸𝘪𝘵𝘩 𝘢 𝘱𝘦𝘳𝘴𝘰𝘯𝘢𝘭 𝘪𝘯𝘷𝘦𝘴𝘵𝘮𝘦𝘯𝘵 𝘰𝘱𝘱𝘰𝘳𝘵𝘶𝘯𝘪𝘵𝘺, 𝘪𝘵 𝘪𝘴 𝘭𝘪𝘬𝘦𝘭𝘺 𝘢 𝘴𝘤𝘢𝘮.
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