Head of Account Management (f/m/d)

Kurz zusammengefasst

Upvest is a fast‑growing fintech that provides an Investment API enabling banks and fintechs to embed a full suite of investment products, from equities and ETFs to crypto, into their own platforms. The company serves high‑profile European clients such as DKB, Revolut, N26 and Raisin, and is backed by €280 million in funding. The Head of Account Management will lead the team that owns the post‑launch relationship with these live clients, driving commercial growth, strategic account planning and overall client satisfaction. On a daily basis the role will steer the commercial development of the existing portfolio, handling renewals, upsells and pricing negotiations while meeting budget and ARR targets. You will act as the senior point of contact for client C‑level stakeholders, run quarterly business reviews, steering committees and executive alignment sessions, and resolve escalations quickly. The position also requires ownership of portfolio KPIs such as ARR, net and gross revenue retention, CSAT and account health scores, and the preparation of regular performance reports for senior management and finance. Internally, you will filter client inquiries, provide product and asset‑class expertise, and channel feedback to product, operations and growth teams. The role demands a solid background in B2B account management or client success, with at least eight years of experience and a minimum of three years leading senior account managers. Deep knowledge of investment and brokerage products, including equities, ETFs, funds, money‑market funds, bonds, securitised derivatives and crypto, and the associated trading, custody and fee structures is essential. A proven commercial track record in managing renewals, upsells and negotiations, preferably against net‑revenue‑retention or gross‑revenue‑retention targets, is required. Experience in regulated fintech, banking, embedded finance or enterprise SaaS environments, together with a product‑first mindset and a commitment to standardisation and automation, is also mandatory. Strong people‑leadership skills, demonstrated by building and developing senior individual contributors, are a must. The position offers the chance to shape Upvest's operating model for live client management, including account tiering, governance cadences and AI‑driven reporting tools. You will work closely with the VP of Client Impact and collaborate across Growth, Product, Launch, Client Experience and Finance. The role is based in Berlin, a vibrant tech hub, and provides a hands‑on leadership environment where you will sit at the table with client executives while also mentoring a high‑performing team. What the role asks for: - 8+ years account management or client success experience - 3+ years leading senior account managers - Deep expertise in equities, ETFs, funds, bonds and crypto - Proven track record in renewals, upsells and negotiations - Background in regulated fintech, banking or B2B API - Strong product mindset and drive for automation - Demonstrated people‑leadership of senior contributors - Nice‑to‑have: experience driving AI adoption in account management