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.‍

Upvest is one of the few fintechs in Europe that can provide its B2B clients with the full range of investment opportunities in the areas of principal broking business, proprietary trading, and safe custody business for traditional securities. The company was founded in 2017 by Martin Kassing and currently employs more than 200 people across Europe. Its latest €100m fundraising round (Series C) was led by Hedosophia and Sapphire Venture, with continued support from existing investors including Bessemer Venture Partners, BlackRock, Earlybird, HV Capital, Motive Ventures, and Notion Capital.

We currently employ 200+ people across Europe with our headquarters based in Berlin, Germany, and hubs in Tallinn, Estonia, and London, UK.

Your mission:

The Growth team at Upvest is driving our go-to-market activities, spanning across Marketing, Sales and Customer Success. RevOps acts as the key enabler, scaling our revenue generation by ensuring a seamless end-to-end client experience across teams.

Our mission is to become the Investment-as-a-service category leader for Europe's leading brokers, banks, wealth managers, and non-financial platforms. We're honoured to work with some of Europe's leading brands in a fast moving and expanding market already and are just getting started.

As Upvest enters the next stage of growth, we are seeking a highly motivated and outcome-driven RevOps Manager to join us. As a RevOps Manager at Upvest, you will be vital for driving predictable revenue growth across multiple go-to-market motions.

All our team efforts are centred around the client and give you the opportunity to work with high autonomy coupled with inspirational leadership. Working in the Growth team combines impactful work with a relaxed and fun atmosphere. We have established strong practices around feedback, team health and social events.

You will work directly with our Senior RevOps Manager Julian Bumiller owning the strategy, processes, data, and technology that operationalize our go-to-market motions into a seamless client journey, hence directly impacting Upvest’s business trajectory.

This role will give you the opportunity to:

• Data analytics & strategy input: Turn GTM data into actionable insights that shape strategic decisions, drive pipeline performance, and power cross-team alignment, from day-to-day execution to board-level reporting.

• Client journey and Growth operations: Design and improve a frictionless, end-to-end client journey. Own the playbooks, handovers, and systems that keep our GTM teams running in sync, and make sure our day-to-day operations run smoothly.

• Predictability and repeatability: Develop and standardise compelling sales touchpoints and materials to bring our revenue generation to the next level.

• Deal desk & pricing strategy: Shape our pricing strategy with Finance, enabling our team to close high-value deals with speed and confidence. Streamline approvals, own the contracting flow, and align incentives through a well-structured commission framework.

• Team enablement: Help us build a world-class Growth team. Support hiring, deliver impactful onboarding, and run training workshops and simulations that keep the team learning and levelling up. Foster a strong team rhythm with habits that build connection, learning, and fun.

What you bring:

• Experience: You have 1-2+ years of experience in RevOps-related roles (ideally within investments, banking, or wealth), preferably in a B2B setup and working with API-based products. You are comfortable with CRM systems, automation tools, and data analytics platforms.

• Industry Exposure: You have a strong interest in investments, securities trading, and software-/infrastructure-as-a-service products (e.g., BaaS).

• Methodologies & Processes: You have hands-on experience in standardizing and optimizing sales processes, guided by sales methodologies (e.g., MEDDPICC), and apply them practically in a results-driven way.

• Project Management: You proactively drive complex projects to successful outcomes while making execution efficient and straightforward for others.

• Mindset: You are eager to learn, approach challenges in a data-driven manner, and solve problems with a bias to action and attention to detail.

• Location: Preference for candidates located in Berlin, fluent in English and German (written and verbal).

Why Upvest?

• We're working on solving a hard problem: fixing the European securities financial infrastructure that empowers more people to be able to invest. You have the opportunity to contribute to this change.

• We invest in you. From access to a personal coach, development budget and plenty of opportunities to grow in your role.

• We take hiring seriously with a strong focus on keeping a high bar when interviewing (equally important is that we hire decent people, who are passionate about their craft and helping us achieve our shared mission).

• While we're not quite fully-remote, we are committed to being a flexible employer, as we understand you don't have to be in the office to do your best work.

• We live in a culture of empowerment, trust (that we hire the best people and get out of their way) and openness (there's a greater advantage in sharing information than keeping it to ourselves).

Our values:

• Learn and grow: We aim high to shape our future. We give and request honest feedback knowing that we develop together. Progression over Perfection.

• Team first: We make it easy for others. We value our differences and are open to others' opinions. We win and celebrate together! Team over Egos.

• Own the outcome: Whether we win or we lose, we stand together. We are proactive and get the job done. Outcome over Process.

• Tell the story: We always start with the why. We share knowledge to empower others. Transparency over Complexity.

If you are a self-starter with experience in and a passion for building and scaling revenue-generating functions, we’d love to hear from you.

Upvest is an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all employees