Head of Account Management (f/m/d)

📋 Description

• Own the commercial development of the live client portfolio: renewals, expansions and upsells
• Spot commercial opportunities and leveraging knowledge across the portfolio
• Lead commercial negotiations for live clients, including pricing
• Build strategic account plans that set out each client's growth path with Upvest, from new use
• Advise clients on their end-user investment offering (product, pricing, promotions, conversion)
• Provide case studies and references that help win new business

🎯 Requirements

• 8+ years in account management, client success or strategic relationship management for B2B
• Investment and brokerage expertise: You can discuss asset types in depth (equities, ETFs, funds and
• Commercial track record: You have owned renewals, upsells and negotiations end to end, ideally
• Relevant background: Regulated fintech or banking with financial institutions as clients, or B2B
• Product mindset: You are eager to understand the product in depth and E2E, and have a drive to
• People leadership: You have led a team of senior individual contributors, and you can show both a

🎁 Benefits

• Best-in-class AI tools: Every Upvenger has €20,000 per year to spend on the best AI tools available
• Impact-driven work: You’ll work with modern technologies and create something entirely new. No
• Wellbeing: Recharge with 30 days of annual leave and maintain a healthy lifestyle with sports
• Development: Growth is in our DNA. Each Upvenger has access to a personal development budget and
• Flexible work environment: Work from any of our hubs in Berlin, London or Tallinn hybrid or
• Compensation and equity: We believe that all Upvengers contribute to our success and deserve a