Published: 2026-06-11

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

  • Upvest
  • Berlin, Germany
  • Sales & Marketing

Upvest is seeking a Senior Solutions Consultant (Pre‑Sales) (f/m/d) to lead solution consulting for its investment infrastructure platform.

Key Responsibilities

  • Drive pre‑sales activities by understanding client needs and mapping them to Upvest’s product suite.
  • Collaborate with sales, product, engineering, operations and banking teams to design end‑to‑end solutions.
  • Deliver technical presentations, demos, and proof‑of‑concepts for prospective B2B customers.
  • Develop solution proposals, RFP responses and pricing models that align with market requirements.
  • Support revenue growth by enabling successful deal closure and post‑sale handover.
  • Maintain deep knowledge of the investment infrastructure market and competitive landscape.

Required Qualifications

  • 5+ years of experience in pre‑sales, solution consulting, or enterprise sales engineering within fintech or financial services.
  • Strong understanding of investment platforms, banking APIs, and regulatory environments.
  • Proven ability to work cross‑functionally with product, engineering, and operations teams.
  • Excellent communication and presentation skills in English; German is a plus.
  • Track record of influencing complex sales cycles and achieving revenue targets.

Skills & Competencies

  • Solution architecture and technical design.
  • Client relationship management and stakeholder engagement.
  • Analytical problem‑solving and strategic thinking.
  • Project management and coordination across multiple departments.
  • Ability to translate technical concepts into business value.

Location: Berlin. Category: مبيعات وتسويق.