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, Customer Success, and Partnerships. RevOps acts as the key enabler - driving predictable revenue growth and operational excellence by aligning strategy, systems, data, and processes across the full revenue engine.
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 - and we're just getting started.
As Upvest enters its next stage of growth, we’re looking for a motivated, outcome-driven RevOps Manager to join us. You’ll play a vital role in scaling how we plan, execute, and optimise our go-to-market strategy - across multiple revenue motions and all Growth domains.
All our team efforts are centred around the client - and you'll have the opportunity to shape high-impact projects with strong ownership and autonomy. Working in the Growth team combines meaningful work with a relaxed and fun atmosphere. We’ve established strong practices around feedback, team health, and social connection. You’ll work directly with our Senior RevOps Manager, Julian Bumiller, to help build and scale the systems, insights, and operational rhythms that drive our growth - while supporting strategic decision-making across the company.
This role will give you the opportunity to:
- Turn data into action
- Drive real impact by turning GTM data into sharp insights. Your work will inform strategy, keep pipeline performance on track, and give leadership the clarity they need - from daily execution to boardroom decisions.
- Engineer a seamless client journey
Own the systems and processes that connect all Growth domains. You’ll design and refine how we work together across the entire client lifecycle - so that every handover is crisp and every touchpoint delivers. - Build repeatable ways to win
Help us sell smarter. You’ll standardise sales approaches, materials, and playbooks to reduce guesswork, shorten sales cycles, and make high performance repeatable. - Enable the team to close big deals, faster
Shape pricing strategy, streamline approvals, and make sure the right incentives are in place. You’ll help our team negotiate and close high-value deals with speed and confidence. - Level up the team
Help grow a high-performing Growth team. You’ll support onboarding new joiners fast, and run training that sharpens both team-wide and individual skills - while building strong habits, learning culture, and team energy.
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 andGerman (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
