Senior Solutions Consultant (Pre-Sales) (f/m/d)

Job description

At Upvest, we are on a mission to make investing as easy as spending money . Upvest 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 financial institutions can save resources and fully focus on their core business. We are proud to partner with Europe’s leading Fintechs and financial institutions such as DKB, Revolut, N26 and Raisin. Founded in 2017 by Martin Kassing, Upvest now brings together over 270 talented professionals from more than 70 nationalities. Upvest is backed by €280M in total funding from world-class investors, including BlackRock, Tencent, Sapphire Ventures, and Bessemer Venture Partners, Earlybird, Notion Capital, and Motive . Our latest €105M funding round in March 2026 - led by Sapphire and Tencent - serves as a massive catalyst for our growth, allowing us to offer premier investment experience. About the role: As a Senior Solutions Consultant, you'll partner with our 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 - an 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 Upvest's 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 Upvest's revenue by enabling and unblocking clients through to contract and ensuring a successful handover to our client launch team. What you’ll do: Own client discovery: Conduct thorough discovery to understand prospective clients’ business and technical requirements you’ll present and lead engaging, customised demonstrations that clearly articulate Upvest's value. Conduct solution workshops: Partner with Sales to develop and deliver compelling solutions workshops and product deep-dives. Develop technical content: Own the creation of crucial resources including solution deep-dives, proposals and architecture diagrams. Accelerate pre-sales…