Head of Account Management (f/m/d)
Core
Lead the commercial development and strategic management of Upvest's live client portfolio, including renewals, upsells, and C-level relationship management for European fintechs and financial institutions.
Role type
Senior leadership individual contributor (Head of Account Management)
Builds
Commercial growth strategy, account health, and scalable operating models for B2B investment infrastructure clients
Domain
Fintech, Capital Markets, Investment API, Embedded Finance
Required skills
B2B enterprise account management, strategic relationship management, commercial negotiation, team leadership, investment product expertise (equities, ETFs, bonds, crypto), data-driven performance management, AI tool adoption
Preferred skills
B2C brokerage experience, country expansion expertise, German or Spanish language skills, experience with client migrations
Technologies
Claude, MCP, AI automation tools
Responsibilities
Own commercial development (renewals, upsells, ARR), lead C-level client relationships and QBRs, build and scale the account management team, define operating models and governance, drive AI adoption for account analysis
Seniority
Senior, hands-on leadership