описание
Upvest provides an Investment API that enables businesses to offer investment products and investment and retirement planning services. Its API helps fintechs and financial institutions integrate these services and focus on their core business.
задачи
- Own the commercial development of the live client portfolio, including renewals, expansions, and upsells against budget and targets
- Identify commercial opportunities across the portfolio
- Lead commercial negotiations with live clients, including pricing
- Build strategic account plans outlining each client’s growth path through new use cases, asset classes, functionality, and geographies
- Advise clients on their end-user investment offerings, including product, pricing, promotions, and conversion
- Provide case studies and references to support new business wins
- Serve as the senior counterpart for client leadership teams from go-live handover through renewals and escalations
- Lead QBRs, Steering Committees, and executive alignment across C-level and technical stakeholders
- Answer client questions on products, asset classes, and commercial matters; run client meetings with the team and involve other teams where they add value
- Resolve live-client escalations and coordinate the wider organization when needed
- Represent client feedback internally and share structured input with Product, Operations, and Growth
- Safeguard partnerships by ensuring both sides adhere to contracts
- Own portfolio KPIs, including ARR, net and gross revenue retention, and client satisfaction
- Track client performance against plans and use anonymized benchmarks to help clients improve
- Own client input to the annual budget and monthly actuals-versus-budget reviews with Finance
- Report account health, risks, and opportunities to senior management with actionable recommendations
- Lead, hire, and develop a team of senior Account Managers
- Define and improve the operating model for live clients, including account tiering, governance cadences, health scoring, documentation, and tooling
- Drive AI adoption across Account Management to automate analysis, reporting, and preparation work
- Work closely with Client Experience on day-to-day operational alignment and ticket resolution
требования
- 8+ Years of experience in account management, client success, or strategic relationship management for B2B enterprise clients, including 3+ years leading an account management or client team
- In-depth knowledge of investment asset types and trading, custody, settlement, and fee economics
- Experience owning renewals, upsells, and negotiations end to end; able to name deals generated
- Experience in regulated fintech or banking serving financial institutions, B2B APIs, embedded finance, or enterprise SaaS
- Strong product understanding and ability to represent products to clients independently; understands the value of standardization and automation over customization
- Experience leading senior individual contributors, building team culture, coaching, managing performance, and addressing underperformance
- Experience building playbooks, improving processes, and implementing scalable systems
- Data-driven approach to account management using client performance, forecast-versus-actuals, and adoption KPIs
- Hands-on daily use of AI; comfortable connecting AI to business systems via MCP or similar and explaining automated workflows
- Trusted counterpart for C-level stakeholders; able to lead QBRs, Steering Committees, and difficult commercial conversations independently
- Proactive ownership, early risk escalation, clear decision-making, and a hands-on approach rather than a pure manage-the-managers role
- Будет плюсом: B2C brokerage experience, country expansion experience, a network and market insight in Upvest’s core European markets, experience with migrations or large client transitions, German and/or Spanish language skills
условия
- €20,000 Per year for AI tools
- 30 Days of annual leave and sports benefits
- Confidential professional coaching
- Remote work abroad for up to 183 days a year
- One-month fully paid sabbatical after every 4 years of working at Upvest
- Personal development budget
- Work hubs in Berlin, London, or Tallinn; remote work across Europe
- Competitive, above-market salary and participation in the employee equity program
- Company-wide events, dinners, offsites, and a holiday party
