Solutions Consultant - Remote

Overview

Upvest is on a mission to make investing as easy as spending money. The company empowers businesses to offer a wide range of investment products and the best experience in the field of capital market investment and retirement planning. Upvest’s Investment API is easy to integrate so that fintechs and enterprises alike can save resources and fully focus on their core business.

In Short

• Partner with sales team to demonstrate Upvest's value to prospective clients.
• Streamline pre-sales process by developing technical content.
• Collaborate with product, engineering, operations, and banking teams.
• Conduct thorough discovery to understand client needs.
• Lead engaging demonstrations of Upvest's offerings.
• Create and maintain a library of technical content.
• Facilitate cross-functional collaboration for solution compliance.
• Drive scalable processes for sales cycle and client onboarding.
• Engage with top financial services companies and fintechs.
• Act as a trusted technical advisor in the investment infrastructure market.

Requirements

• Experience in solutions engineering, technical sales, or client consulting.
• Excellent communication and presentation skills.
• Experience creating client-facing collateral with attention to detail.
• Keen interest in tooling and strong project management skills.
• Good technical understanding of the investment market.

Benefits

• Opportunity to contribute to fixing European securities financial infrastructure.
• Access to personal coach and development budget.
• Focus on hiring passionate people and maintaining high standards.
• Flexible employer with a commitment to remote work.
• Culture of empowerment, trust, and openness.