Head of Account Management (f/m/d) at Upvest

At Upvest, we're on a mission to make investing as easy as spending money. We are building the first European Investment API that empowers businesses to offer seamless investment experiences to their users.

Upvest is a well-funded, fast-growing FinTech with a diverse team of over 250 people from 70+ nationalities working across our hubs in Berlin, Tallinn, and London. Our latest €100m fundraising round (Series C) was led by Hedosophia and Sapphire Venture, with continued support from existing investors including Bessemer Venture Partners, BlackRock, Earlybird, HV Capital, Motive Ventures, and Notion Capital.

We currently employ across Europe with our headquarter based in Berlin, Germany, and hubs in Tallinn, Estonia, and London, UK.

How we Upvest in you*:

• Work with experts: Solving complex problems and fixing the European securities financial infrastructure that empowers more people to be able to invest by using cutting-edge technologies.

• Flexible work environment: Work from any of our hubs in Berlin, London or Tallinn hybrid or remotely across Europe, depending on the role.

• Professional development: Access an annual budget of €1,500 for personal and professional training to master your craft.

• Wellbeing: Access confidential professional coaching for your growth and recharge with 30 days of annual leave. We offer the flexibility to work from a different location for up to 183 days a year.

• 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.

Your Impact:

• Set the Account Management gold-standard at Upvest
  Upvest is becoming the category leader in investment infrastructure, defining a new standard in client success and long-term satisfaction. To enable this vision, you establish, lead, and continuously refine a comprehensive Account Management function.

  Your primary mission is to build and scale the function for enterprise clients: introducing proven Enterprise Account Management and Client Success practices, structuring teams for impact, and instilling habits that drive repeatable excellence. You bring a hands-on attitude and deep experience in leading teams that serve enterprise clients in the fintech sector.

  With a strong commercial mindset, you identify upsell and expansion opportunities and ensure that growth within existing accounts is captured systematically. You operate with a KPI-driven approach with clear eye on NRR, GRR and CSATs. By implementing the right playbook and leveraging analytics, you create scalable, measurable impact while delivering consistent “wow” moments to our clients.

  You regularly gather, distil, and share client and market insights with sales, product, and operations to accelerate improvements and inform new features. You ensure your team is empowered to deliver success and satisfaction with confidence. Internally, you act as the client’s voice, ensuring seamless experiences and alignment across all functions.

• Build the foundation for multi-decade client relationships
  You act as an ambassador of Upvest, bringing the company’s expertise, ecosystem capabilities, and culture to our clients. You cultivate and maintain strong, trust-based relationships with enterprise fintechs and incumbent banks alike, with a focus on enabling scalable success.

  Your approach goes beyond client satisfaction, you translate relationships into long-term value creation. You ensure clients realize the full benefit of partnering with Upvest while systematically identifying opportunities for account growth and expansion.

What you bring:

• 6+ years of leadership experience in Account Management or Customer Success teams in the fintech/ banking industry in a B2B context, ideally with SaaS/API-based products

• Experience in investment (infrastructure) is a strong plus

• Proven success managing enterprise-level clients and 7-figure+ accounts, navigating complex, multi-stakeholder environments

• Strong commercial mindset with deep experience in consultative selling, upsell/expansion, and ownership of KPIs such as NRR and GRR

• Ability to set, own, and execute account plans and strategic initiatives, balancing long-term vision with operational excellence

• Strong relationship-building and expectation management skills, with the ability to establish trust, handle objections, retain clients, and ensure long-term satisfaction

• Track record of building and scaling teams, including developing playbooks, processes, and coaching high-performing talent

• Demonstrated strength in cross-functional leadership, aligning product, sales, and operations around client needs

• Solid understanding of the investment industry, current trends, and competitive landscape, with curiosity to quickly deepen expertise

• Fluent in English (written and verbal), with German as strong advantage

Our Values:

• Make it easy for others. Team over Egos.

• Own the outcome. Progress over Perfection.

• Rise to the challenge. Growth over Comfort.

• Tell the story. Clarity over Ambiguity.

Our Commitment to Belonging:

At Upvest we’re dedicated to building an inclusive environment where every Upvenger feels a true sense of belonging and is empowered to do their best work. We are a proud equal opportunity employer. We welcome applications from all backgrounds, regardless of race, color, religion, gender, sexual orientation, age, or disability. Your unique path is what we value.

* These benefits apply if you will be hired in Germany, Estonia or the UK. If you live elsewhere within Europe, some of the benefits might be slightly different.