Head of Account Management

Responsibilities: — Own the commercial development of the live client portfolio including renewals, expansions, upsells, and revenue retention. — Identify commercial opportunities and leverage portfolio knowledge. — Lead commercial negotiations for live clients including pricing. — Build strategic account plans outlining client growth paths with Upvest. — Advise clients on their end-user investment offerings including product, pricing, promotions, and conversion. — Provide case studies and references to support new business wins. — Act as the senior counterpart for client leadership teams from handover through renewals and escalations. — Lead Quarterly Business Reviews (QBRs), Steering Committees, and executive alignment meetings. — Serve as the primary escalation point for live clients and coordinate issue resolution. — Represent client feedback internally to Product, Operations, and Growth teams. — Own portfolio KPIs such as ARR, revenue retention, and client satisfaction scores. — Track client performance metrics and use benchmarks to drive improvements. — Manage client input to budgeting and financial reviews. — Lead, hire, and develop a team of senior Account Managers. — Define and improve account management operating models including tiering, governance, scoring, documentation, and tooling. — Drive AI adoption in Account Management to automate analysis, reporting, and preparation. — Collaborate closely with Client Experience teams on operational alignment and ticket resolution. Requirements: — 8+ years experience in account management, client success, or strategic relationship management for B2B enterprise clients. — At least 3 years leading an account management or client team. — Deep investment and brokerage expertise covering equities, ETFs, funds, MMFs, bonds, securitized derivatives, and crypto. — Experience in B2B investment infrastructure or B2C brokerage. — Proven commercial track record managing renewals, upsells, and negotiations. — Background in regulated fintech, banking, B2B API, embedded finance, or enterprise SaaS. — Product mindset with eagerness to understand and represent the product end-to-end. — Experience leading senior individual contributors and building scalable operating models. — Data-driven approach managing accounts on KPIs. — Hands-on AI usage experience, ideally with Claude and system integrations. — Strong executive presence and ability to lead C-level engagements. — Proactive ownership and communication skills. — Preferred: B2C brokerage experience, country expansion knowledge, network in core European markets (Germany, Netherlands, Spain, UK, France), migration or large client transition experience. — Language skills: German and/or Spanish. — Location preference: Berlin-based preferred; alternatively London-based or remote within Europe with willingness to travel. Benefits: — Access to best-in-class AI tools with a €20,000 yearly budget. — Impact-driven work building infrastructure for the future of investing in Europe. — 30 days annual leave and sports benefits. — Confidential professional coaching and remote work flexibility up to 183 days per year. — One-month fully paid sabbatical after every 4 years. — Personal development budget and freedom to choose usage. — Flexible work environment with hybrid or remote options across hubs in Berlin, London, or Tallinn. — Competitive above-market salary and employee equity participation. — Company-wide events and inclusive culture with Employee Resource Groups. — Commitment to diversity and inclusion.