The AI Job Search Engine
Solutions Consultant(m/w/x)
Description
You engage with clients to understand their needs and showcase Upvest's solutions, while collaborating with teams to streamline processes and ensure compliance in delivering high-quality responses and workshops.
Let AI find the perfect jobs for you!
Upload your CV and Nejo AI will find matching job offers for you.
Requirements
- •Experience in solutions engineering or consulting
- •Excellent verbal and written communication skills
- •Experience creating client-facing collateral
- •Strong project management skills
- •Good technical understanding of technology
- •Client-first mindset and pragmatic problem-solving
- •Self-motivated with excellent time management
- •Experience in investment space and B2B SaaS
Work Experience
approx. 1 - 4 years
Tasks
- •Partner with sales to demonstrate Upvest's value.
- •Streamline technical pre-sales with standardized content.
- •Collaborate with product, engineering, and operations teams.
- •Conduct thorough discovery of client requirements.
- •Lead engaging, customized product demonstrations.
- •Become an expert in Upvest’s offerings and market.
- •Create and maintain a library of technical content.
- •Update content to reflect new product releases.
- •Lead RFI and RFP responses, ensuring high quality.
- •Develop and deliver solutions workshops and deep-dives.
- •Build scalable processes to streamline the sales cycle.
- •Facilitate cross-functional collaboration for solution compliance.
Languages
English – Business Fluent
Benefits
Mentorship & Coaching
- •Personal coach access
Learning & Development
- •Development budget
Career Advancement
- •Growth opportunities
Flexible Working
- •Flexible employer
Informal Culture
- •Empowering culture
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Solutions Consultant(m/w/x)
The AI Job Search Engine
Description
You engage with clients to understand their needs and showcase Upvest's solutions, while collaborating with teams to streamline processes and ensure compliance in delivering high-quality responses and workshops.
Let AI find the perfect jobs for you!
Upload your CV and Nejo AI will find matching job offers for you.
Requirements
- •Experience in solutions engineering or consulting
- •Excellent verbal and written communication skills
- •Experience creating client-facing collateral
- •Strong project management skills
- •Good technical understanding of technology
- •Client-first mindset and pragmatic problem-solving
- •Self-motivated with excellent time management
- •Experience in investment space and B2B SaaS
Work Experience
approx. 1 - 4 years
Tasks
- •Partner with sales to demonstrate Upvest's value.
- •Streamline technical pre-sales with standardized content.
- •Collaborate with product, engineering, and operations teams.
- •Conduct thorough discovery of client requirements.
- •Lead engaging, customized product demonstrations.
- •Become an expert in Upvest’s offerings and market.
- •Create and maintain a library of technical content.
- •Update content to reflect new product releases.
- •Lead RFI and RFP responses, ensuring high quality.
- •Develop and deliver solutions workshops and deep-dives.
- •Build scalable processes to streamline the sales cycle.
- •Facilitate cross-functional collaboration for solution compliance.
Languages
English – Business Fluent
Benefits
Mentorship & Coaching
- •Personal coach access
Learning & Development
- •Development budget
Career Advancement
- •Growth opportunities
Flexible Working
- •Flexible employer
Informal Culture
- •Empowering culture
About the Company
Upvest
Industry
IT
Description
Upvest empowers businesses to offer investment products and retirement planning. Its Investment API helps fintechs and enterprises focus on their core business.
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