UpSlide is the document production layer for financial services.
We orchestrate LLMs, machine learning, and workflow agents within Microsoft 365 to deliver reliable, quality outputs in the most efficient and cost-effective way. As a Microsoft Solutions Partner, with 14+ years supporting financial services teams, we bring together expertise from the tech, finance and design fields to help clients like KPMG, BNP Paribas, Rothschild & Co. boost productivity while improving brand consistency across their corporate documents.
We are a certified B Corporation, upholding the belief that businesses should have a positive impact on society.
Our values guide our approach to work and are at the heart of our recruitment process. To join our team, we look for individuals who value:
Excellence: We think that every detail counts, and we place great importance on the quality of our deliverables.
Trust: We are passionate, committed, and free to act with autonomy.
Happiness at work: We enjoy looking on the bright side and we share our enthusiasm with our colleagues and clients.
You will be joining a team of 8 US Sales professionals, part of a wider sales team. You’ll be reporting to Alexandra (CCO) and working closely with other AEs to generate pipe and strategize on key deals.
Team goals 🎯We’re aiming to triple our ARR over the next three years and you will be a big part of that!
We’ve challenged ourselves to work on the most complex, exciting, and high-value deals. We create strategies, we build account maps, and we multi-thread our way up the ladder to the key decision-makers.
You will be providing value to our clients in the most complete and all-encompassing way. We work closely with our prospects to understand their needs, conceptualize possible future workflows for them, and plan so that UpSlide’s impact on their business is maximized.
Your responsibilities 🖋️As an Account Executive, you’ll work directly with prospective clients to learn their unique needs and consult on how UpSlide can help solve their business challenges. You’ll be directly impacting the growth of the US office by helping to grow and shape our sales strategy.
Build a high-value sales pipeline by prospecting, attending events, networking, and cold outreach
Meet with prospective clients to understand their unique needs, present solutions, and discuss project scope, timelines, and objectives
Conduct discovery calls with qualified leads
Develop Mutual Action Plans with opportunities
Expertly deliver across all stages of the sales cycle
Manage complex procurement, commercial, and legal processes to close new business
Navigate long-term strategic engagements while implementing quick wins to shorten the sales cycle
Work with Sales Leadership to optimize our sales processes and the overall strategy of the US office
Establish strong lines of communication between pre-Sales, Marketing, RevOps, and Product
Contribute to new market strategies, demonstrate our unique value proposition, and establish key competitive differentiators
At UpSlide, we have a career path designed with your growth in mind. For this AE role, we’d expect to see you:
Mastering our product/offering through onboarding and delivering on an early-stage pipeline within three months
Working on larger, more complex deals and closing top new logos in six months
Consistently executing on a robust and high-value pipeline whilst also contributing to the continued improvement of the US sales strategy by six months
You are a great fit if you have:
At least five years of experience closing deals
A competitive hunter mindset with a passion for meeting and exceeding targets
Have experience in prospecting and originating qualified opportunities alongside your peers and Marketing channels
Experience selling B2B enterprise technology/software
A consistent track record of managing a sales pipeline and achieving objectives
Strong organization and project management skills
A consultative, solution-selling approach to sales
Confidence presenting and speaking with senior-level executives
Excellent written and verbal communication skills
A proactive and goal-driven mindset
We’d love it if:
You are familiar with financial and professional services
You are fluent in another language
✨ If you don’t tick all the boxes but you think you’d be a great fit, please apply and tell us why.
Successful candidates will progress through stages where they’ll meet local team members and the CCO.
🚀 We'll conduct a reference check to learn how to help you thrive!
⚡ On average, our process lasts 3 weeks.
Make a real difference and be at the very center of a self-funded and growing SaaS company (doubling every two years for the past 10 years)!
🌍 International environment: Scale-up with five offices (Paris, London, Berlin, New York, Singapore) and users in more than 60 countries
💻 Hybrid work: 3 days in-office per week (Monday to Wednesday)
🧑💻 Work-from-home budget: €500 WFH equipment budget
🌱 Training & professional development: Collaboration with our sister company, IPH, who provides UpSliders with training on key soft skills and management
💆♀️ Wellness package: $50 per month for physical and mental wellness activities
🚌 Commuter allowance: $130 per month for commuting expenses
👶 Parental leave: Paid parental leave for the birthing/non-birthing parent and help for parents of children under seven
🏠 Beautiful office: A stunning Manhattan office with stylish common areas and meeting rooms
✈ Holidays: PTO (20 days plus public holidays and health days)
🎉 Company events: Office socials and international company events (e.g. annual company seminar, team seminar, and sustainability actions taken throughout the year)
🪙 Retirement plan: Opportunity to opt into a 401k plan
🩺 Healthcare: Comprehensive healthcare plans
More about UpSlideOn top of exciting business challenges in a fast-growing market, you will find a friendly, caring, and challenging culture
You will be met with opportunities to acquire new skills, learn from others in a multicultural environment, and grow as a person
UpSlide employees have committed to making a positive impact on the world. We obtained B Corp certification in 2022 with strong commitments toward our employees, community, clients, suppliers, and the environment. UpSlide is now 30% owned by employees
More info here: upslide.net/en/from-a-to-b-corp-our-mission-for-positive-impact/UpSlide was ranked #1 best place to work in 2019 and #1 best place to work in 2020 in the category “best company for remote work”
More info here: upslide.net/en/happiness-at-work-recipe/
As a B Corp-certified company, we have strong commitments toward our employees, community, clients, suppliers, and the environment. We strive to create an environment where everyone feels welcome. This commitment to diversity and inclusion is applied in our recruitment process and your employee experience once you’ve joined UpSlide ✨
Skills Required
- At least five years of experience closing deals
- Experience prospecting and originating qualified opportunities
- Experience selling B2B enterprise technology or software
- Consistent track record of managing a sales pipeline and achieving objectives
- Competitive hunter mindset with a passion for meeting and exceeding targets
- Strong organization and project management skills
- Consultative, solution-selling approach to sales
- Confidence presenting and speaking with senior-level executives
- Excellent written and verbal communication skills
- Proactive and goal-driven mindset
- Familiarity with financial and professional services
- Fluency in another language
What We Do
UpSlide is an AI-powered productivity and document-automation platform that integrates with Microsoft 365 to help finance and professional services teams create accurate, branded pitchbooks, due diligence reports, investment committee memos, and financial reports faster. Its tools add functionality to Excel, PowerPoint, Word, Outlook, and Power BI, while supporting formatting, data updates, modeling, brand compliance, and AI-powered reviews. Founded by finance professionals, UpSlide serves more than 900 teams worldwide.
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