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Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates strong analytical skills to improve sales efficiency through automation and data analysis, while effectively collaborating with cross-functional teams to develop strategic sales initiatives and enablement materials.
Highest-signal resume keywords
Sales Efficiency ImprovementData AnalysisSales EnablementCommunication SkillsFinancial Services Knowledge
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Data AnalysisSales Strategy DevelopmentAutomation TechnologiesSales Performance AnalysisPitch Crafting
Soft Skills
Analytical MindsetSelf-Starter AttitudeOwnership MindsetCollaboration
Tools & Technologies
Claude CodeN8n
Industry Keywords
Financial ServicesInvestment InfrastructureB2B SaaSConsultingStartups
About the role
Key responsibilities & impact- Lead AI efforts to improve sales efficiency through automation using technologies such as Claude Code/Cowork and n8n
- Support account executives on strategic deals through pre-meeting and project assistance
- Contribute to outbound sales strategies and craft pitches for banks, wealth managers, and fintech clients
- Analyze pipeline and sales performance data to identify focus areas and turn findings into initiatives
- Research the competitive landscape, identify business opportunities, and surface trends informing go-to-market strategy
- Collaborate with Sales, Marketing, Partnerships, and Product on strategic priorities
- Build sales enablement materials and processes to improve account executive effectiveness
Requirements
What you’ll need- Currently enrolled in a Bachelor's or Master's programme in Business, Finance, Economics, or a related field
- Strong analytical mindset and comfort working with data and drawing actionable conclusions
- Excellent written and verbal communication skills in English
- German is a strong plus
- Genuine interest in financial services, investment infrastructure, or B2B SaaS
- Self-starter attitude and ownership mindset
- Previous experience in a fast-paced environment such as finance, consulting, or startups is a plus
Benefits
Comp & perks- A competitive internship stipend
- Direct exposure to a high-growth fintech building Europe’s investment infrastructure
- Mentorship from experienced GTM professionals
- Real ownership of projects that matter
- €20,000 per year for each employee to spend on AI tools
- 30 days of annual leave
- Sports benefits
- Confidential professional coaching
- Flexibility to work remotely abroad for up to 183 days a year
- One-month fully paid sabbatical after every 4 years of working at Upvest
- Personal development budget
- Flexible work environment with hubs in Berlin, London or Tallinn, hybrid or remote across Europe depending on the role
- Choice and budget to work at home or in the office
- Participation in the employee equity program
- Company-wide events, dinners, offsites and Holiday party
- Employee Resources Groups fostering inclusion and connection