Senior Solutions Consultant (Pre-Sales)

As a Senior Solutions Consultant, you'll partner with the sales team to demonstrate the value of Upvest to prospective clients and develop a deep understanding of their business needs. You'll enable Europe's top financial services companies and fintechs to build state-of-the-art brokerage and wealth propositions, giving you the opportunity to think holistically about their investment strategy and the broader infrastructure ecosystem. Acting as a trusted technical advisor, you'll become a recognised expert in the product offering and the investment infrastructure market, driving cross-functional collaboration across sales, product, engineering, operations and banking to develop comprehensive solutions. Ultimately, you'll help drive revenue by enabling and unblocking clients through to contract and ensuring a successful handover to the client launch team.

Responsibilities

• Conduct thorough discovery to understand prospective clients' business and technical requirements
• Present and lead engaging, customised demonstrations that clearly articulate Upvest's value
• Partner with Sales to develop and deliver compelling solutions workshops and product deep-dives
• Own the creation of resources including solution deep-dives, proposals and architecture diagrams
• Help develop and contribute to strategy to build scalable processes and materials that streamline the sales cycle and facilitate client onboarding
• Capture and articulate client feedback, feature enhancements and priorities working closely with product and engineering
• Facilitate cross-functional collaboration across departments to ensure solution compliance

Requirements

• Experience in investments or investment-related domains
• 5 years+ experience as a solution consultant, pre-sales solution engineer or client facing consulting role within complex financial services
• Excellent verbal and written communication and presentation skills
• A proven track record of owning the technical workstream in complex, multi-stakeholder sales cycles at enterprise or Tier 1 financial institutions
• API-literate and able to credibly engage with client engineering teams on integration approaches and technical requirements
• Experience creating detailed client-facing collateral, including architecture diagrams, solution proposals and technical specifications
• Business fluent (C1) in German, Spanish, French or Italian is beneficial

Benefits

• €20,000 per year to spend on AI tools
• 30 days of annual leave
• Sports benefits
• Confidential professional coaching
• Flexibility to work remotely abroad for up to 183 days a year
• One-month fully paid sabbatical after every 4 years of working at Upvest
• Personal development budget
• Flexible work environment across hubs in Berlin, London or Tallinn, hybrid or remote across Europe
• Employee equity program
• Company-wide events, dinners, offsites and Holiday party