Presales consultant (f/m/d)

Jedox

WAS IST JEDOX? Jedox hilft Unternehmen weltweit, eine bessere Zukunft zu planen. Unsere Enterprise Performance Management (EPM)-Software ermöglicht es Finanz-, Vertriebs- und anderen Abteilungen, Daten zu budgetieren, zu prognostizieren und zu analysieren, alles auf einer intuitiven Plattform.  Als anerkannter Leader im Gartner® Magic Quadrant™ für Finanzplanungssoftware setzen wir den Standard für Innovation und Kundenerfolg. Unsere Mission? Komplexe Planung in #Superplännen verwandeln, den Moment, in dem alles genauso läuft, wie man es sich vorgestellt hat. DEINE AUFGABEN Als Financial Consolidation Consultant übernimmst du eine zentrale Rolle an der Schnittstelle zwischen Finance, Technologie und Customer Success. In enger Zusammenarbeit mit unseren Unternehmenskunden konzipierst und implementierst du moderne, skalierbare Lösungen für die Konzernkonsolidierung und den Financial Close auf der Jedox-EPM-Plattform. Mit deinem fundierten Fachwissen und deiner ausgeprägten Beratungsmentalität stehst du den CFOs, dem Konzernrechnungswesen und den Finance-Transformation-Teams als vertrauenswürdiger Ansprechpartner zur Seite. * Leitung von End-to-End-Konsolidierungsprojekten: Du übernimmst die Verantwortung für die Implementierung von Financial-Consolidation- und Group-Reporting-Lösungen auf der Jedox-Plattform – von der Anforderungsanalyse über den Go-Live bis zur Post-Close-Stabilisierung. * Gestaltung skalierbarer Konsolidierungslösungen: Du konfigurierst und validierst Lösungen für Konsolidierungskreise, Beteiligungsstrukturen, Kapitalkonsolidierungen, Minderheitenbeteiligungen und das Equity Accounting. * Umsetzung von Intercompany und Eliminierungen: Du konzipierst und steuerst Intercompany-Abstimmungen, Eliminierungen und Abweichungsanalysen, um korrekte Konzernergebnisse sicherzustellen. * Währungsumrechnung & CTA Steuern: Du implementierst Prozesse zur Fremdwährungsumrechnung inklusive kumulativer Währungsumrechnungsdifferenzen (CTA) gemäß den Anforderungen von IFRS und lokalen GAAP. * Sicherstellung von Prüfungssicherheit und Datenqualität: Du gestaltest und betreust Journals, manuelle Buchungen, Audit Trails und interne Kontrollen und stellst gleichzeitig eine hohe Datenqualität und Governance sicher. * Agiere als Trusted Advisor und Kollaborationspartner: Du berätst CFOs und das Konzernrechnungswesen zu Best Practices in der Konsolidierung und arbeitest dabei eng mit den Abteilungen Product, Engineering, Sales und Partnern zusammen, inklusive Presales und PoCs. DEIN PROFIL * Abgeschlossenes Bachelor‑ oder Masterstudium in Finance, Accounting, Wirtschaftswissenschaften oder einem vergleichbaren Fachgebiet * Mehr als 5 Jahre Berufserfahrung in der Finanzkonsolidierungsberatung und/oder im Konzernrechnungswesen * Nachweisliche Erfahrung in der erfolgreichen Umsetzung von Financial‑Consolidation‑ und Group‑Reporting‑Lösungen * Fundierte Kenntnisse der IFRS und/oder lokaler GAAP sowie des gesamten Financial‑Close‑Prozesses * Ausgeprägte Expertise in Intercompany‑Eliminierungen, Währungsumrechnung (CTA), Equity‑ und Minderheitenanteilen, Journals und Prüfungssicherheit * Erfahrung im Umgang mit EPM‑/CPM‑/Konsolidierungssystemen sowie multidimensionalen Datenmodellen * Starke analytische Fähigkeiten sowie ausgeprägte Problemlösungs‑ und Denkkompetenz * Sehr gute Kommunikations‑ und Stakeholder‑Management‑Fähigkeiten, auch auf Senior‑Level * Verhandlungssichere Deutschkenntnisse sowie Englisch mindestens auf Konversationsniveau TRANSPARENZHINWEIS: EINSATZ VON KÜNSTLICHER INTELLIGENZ Als technologieorientiertes Unternehmen setzt Jedox innovative Lösungen – einschließlich KI – ein, um unsere Prozesse kontinuierlich zu verbessern. Im Recruiting kann uns KI dabei unterstützen, Bewerbungen zu sichten und zu strukturieren. Sie ersetzt jedoch niemals menschliche Entscheidungen, sondern hilft uns dabei, Bias zu reduzieren und eine konsistente Candidate Experience sicherzustellen. Deine Bewerbung wird immer von echten Menschen geprüft. Wenn du mehr über den Prozess erfahren möchtest, besuche gerne die Website unseres Partners HiPeople. Dort findest du Informationen zu den Datenschutzrichtlinien sowie den aktuellsten Sicherheitsprüfungen. So erhältst du vollständige Transparenz darüber, wie deine Daten geschützt und verarbeitet werden. Natürlich kannst du dich bei Fragen jederzeit direkt an uns wenden.

Upvest

At Upvest, we are on a mission to make investing as easy as spending money. Upvest 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 financial institutions can save resources and fully focus on their core business. We are proud to partner with Europe’s leading Fintechs and financial institutions such as DKB, Revolut, N26 and Raisin. Founded in 2017 by Martin Kassing, Upvest now brings together over 270 talented professionals from more than 70 nationalities. Upvest is backed by €280M in total funding from world-class investors, including BlackRock, Tencent, Sapphire Ventures, and Bessemer Venture Partners, Earlybird, Notion Capital, and Motive. Our latest €105M funding round in March 2026 - led by Sapphire and Tencent - serves as a massive catalyst for our growth, allowing us to offer premier investment experience. ABOUT THE ROLE: As a Senior Solutions Consultant, you'll partner with our sales team to demonstrate the value of Upvest to prospective clients and develop a deep understanding of their business needs. You'll enable Europe's top financial services companies and fintechs to build state-of-the-art brokerage and wealth propositions - an opportunity to think holistically about their investment strategy and the broader infrastructure ecosystem. Acting as a trusted technical advisor, you'll become a recognised expert in Upvest's product offering and the investment infrastructure market, driving cross-functional collaboration across sales, product, engineering, operations and banking to develop comprehensive solutions. Ultimately, you'll help drive Upvest's revenue by enabling and unblocking clients through to contract and ensuring a successful handover to our client launch team. WHAT YOU’LL DO: * Own client discovery: Conduct thorough discovery to understand prospective clients’ business and technical requirements you’ll present and lead engaging, customised demonstrations that clearly articulate Upvest's value. * Conduct solution workshops: Partner with Sales to develop and deliver compelling solutions workshops and product deep-dives. * Develop technical content: Own the creation of crucial resources including solution deep-dives, proposals and architecture diagrams. * Accelerate pre-sales: Help develop and contribute to the strategy to build scalable processes and materials that streamline the sales cycle and facilitate client onboarding. * Client feedback: Capture and articulate client feedback, feature enhancements and priorities - working closely with product and engineering to ensure optimal roadmap alignment. * Ensure regulatory compliance: Operating in a regulated environment, you will facilitate cross-functional collaboration across all Upvest departments (from product and engineering, to operations and banking) to ensure solution compliance. WHAT YOU BRING: * Experience in investments or investment-related domains is essential - you have a solid understanding of the market, its products, and the infrastructure that underpins modern brokerage and wealth propositions. * 5 years+ experience as a solution consultant, pre-sales solution engineer or client facing consulting role within complex financial services. * Excellent verbal and written communication and presentation skills, effectively engaging both business and technical stakeholders. * A proven track record of owning the technical workstream in complex, multi-stakeholder sales cycles at enterprise or Tier 1 financial institutions - API-literate and able to credibly engage with client engineering teams on integration approaches and technical requirements. * Experience creating detailed client-facing collateral, including architecture diagrams, solution proposals and technical specifications, with rigorous attention to detail. IT’S GREAT IF YOU HAVE: * Business fluent (C1) in German, Spanish, French or Italian is beneficial. * Client-first mindset and pragmatic approach to solving problems, adept at translating complex requirements into technical solutions. * Self-motivated, thrives in autonomous environments, and possesses excellent organisational skills to manage multiple priorities and own outcomes. HOW WE UPVEST IN YOU: * Best-in-class AI tools: Every Upvenger has €20,000 per year to spend on the best AI tools available — so you're always working with the most powerful models and tooling on the market. * Impact-driven work: We’re building the infrastructure that will power the future of investing in Europe. It’s complex, ambitious, and meaningful. You’ll work with modern technologies and create something entirely new. No legacy systems, no limits. * Wellbeing: Recharge with 30 days of annual leave and maintain a healthy lifestyle with sports benefits. Access confidential professional coaching and enjoy the flexibility to work remotely abroad for up to 183 days a year. Recharge with UpRest, a one-month fully paid sabbatical after every 4 years of working at Upvest. * Development: Growth is in our DNA. Each Upvenger has access to a personal development budget and the freedom to decide how to use it. * Flexible work environment: Work from any of our hubs in Berlin, London or Tallinn hybrid or remotely across Europe, depending on the role. We give you the choice and budget to work where you’re most comfortable and productive, either at home or in the office. You choose. * Compensation and equity: We believe that all Upvengers contribute to our success and deserve a competitive, above-market salary and a participation in our employee equity program. * Team celebrations: Participate in company-wide events, such as UpFest, dinners, offsites and our Holiday party, to connect with colleagues and celebrate our achievements. * Inclusion: We’re committed to a culture where everyone belongs and thrives. Our Employee Resources Groups foster inclusion and connection, like Upfem for our female Upvengers, or UpVergent supporting neurodivergent Upvengers and allies. OUR VALUES: * Make it easy for others. We simplify the complex and act with the best intentions * Own the outcome. We are proactive, fast and confident to get the job done, valuing progress over perfection. * Rise to the challenge. We aim high and push the boundaries. We stay curious, learn and celebrate our wins together. * Tell the story. We start with the Why to align on purpose. We are transparent and share knowledge to empower and inspire others. Upvest is an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all employees.

IDnow

IDnow is a leader in digital identity and fraud prevention in Europe with a mission to transform trust into the most powerful asset in the digital world, empowering enterprises with AI-driven, SaaS-based identity solutions that deliver scalable security, adaptive compliance, and real-time fraud prevention. Through its broad portfolio of digital identity and fraud prevention solutions, IDnow establishes, maintains and enriches trust throughout the customer journey, ensuring businesses can confidently and securely operate while leveraging digital identity to drive growth, security and scalability. The company has offices in Germany, United Kingdom, Romania and France, and is backed by renowned institutional investors, including Corsair Capital and Seventure Partners. Its portfolio of international clients spans a wide range of end markets including financial services, telecommunications, travel & mobility, gaming, and other industries.   This position can be based in Berlin or Munich, Germany.   As a German-speaking Onboarding Consultant, you will be responsible for ensuring new customers and existing customers enabling new IDnow products are correctly deployed in the most time-efficient manner possible, utilising as much of IDnow's products and services as is relevant to their context. You are the customer's primary point of contact from kickoff through hypercare. Your mandate is to implement what the customer bought, to the highest standard, and to hand off a stable, value-delivering deployment to the Customer Success Manager.   KEY RESPONSIBILITIES HANDOVER & KICKOFF * Fully absorb the Solution Engineer (pre-sales engineers) handover (solution documents, technical specs, regulatory context, stakeholder mapping) and surface the customer's real pain points and compliance requirements before implementation begins. * Lead the project kickoff — establishing governance, roles, and communication cadence, and aligning all stakeholders on a clear, time-bound delivery roadmap covering scope, milestones, and acceptance criteria. * Own the Go Live date from day one — set it at kickoff, drive every stakeholder to meet it. It is a commitment, not a target. TECHNICAL IMPLEMENTATION & DELIVERY * Operate as the lead point of contact and accountable delivery owner throughout the entire onboarding phase. * Manage end-to-end technical implementation: REST API integration, Mobile SDK deployments (iOS, Android, React Native), identity flow configuration, and third-party system connections. * Develop and maintain a living integration map for each customer (architecture, data flows, authentication model, SDK/API usage patterns, third-party dependencies) — handed over to the CSM at handoff. * Proactively share IDnow integration best practices throughout implementation (API usage patterns, error handling, retry logic, webhook reliability, SDK standards, security) and challenge deviations from them. * Act as the customer's trusted advisor — evangelise IDnow's technology in their specific context and explore the "art of the possible" beyond the initial scope. ISSUE MANAGEMENT & INTERNAL COLLABORATION * Act as the primary escalation point for all technical and product issues, communicating progress to the customer with full transparency and ensuring they always have a clear next step or workaround. * Liaise with Product and Technical teams to resolve issues; report recurring blockers with structured, evidence-based feedback. * Escalate critical blockers to management with full context (customer impact, SLA risk, proposed resolution path). * Ensure implementation strictly reflects contracted scope — flag any out-of-scope requests to the relevant Commercial or CSM owner. HYPERCARE & STABILIZATION * Own the hypercare phase post-go-live, tracking KPIs: conversion rate, open issue volume, SLA compliance, and end-user experience metrics. * Hand off to CSM only when KPI stability is reached and agreed success criteria are met — maintaining a clear view of the gap between actual performance and contracted targets throughout. CUSTOMER RELATIONSHIP * Build and maintain strong relationships with technical decision-makers (data standards, programming, IT architecture, security) and articulate benefits at all stakeholder levels to drive buy-in. * Support the pre-sale process including technical workshops, costed SoWs, and high-level project plans. * Prepare whitepapers, articles, and content to educate and engage potential and existing clients.   PREFERRED EXPERIENCE * 3+ years of experience as either a Technical Account Manager or a Technical Project Manager, in a SaaS environment. * Always on the lookout for evolutions in legislation and regulations that are relevant to our customers and their markets. * Understanding of security principles and data protection regulation. * Ability to identify benefits that are relevant for all levels to improve the buy-in of customers. * Knowledge of web technologies, HTTP/HTTPS, REST API, JSON. * Knowledge of mobile technologies: native Android and iOS, Cordova and React native, and SDKs. * Practical experience with at least one programming language – ideally Python, Java, JavaScript, Swift/Objective-C is a plus. * Motivated to make a difference and passionate about process improvements. * Autonomous in project management and client relationships. * Ability to translate complex and/or technical information to different audiences. * Strong prioritization and goal-setting skills. * Excellent written and oral communication skills, as well as presentation skills. * Fluency in German and English required, other EU languages are highly valued. Desirable additional skills: * Knowledge of Cloud providers – AWS, Azure, Google Cloud. * Familiarity with identity verification concepts, KYC/AML compliance frameworks, or regulated industry environments (banking, insurance, telco, healthcare). * Exposure to eIDAS, EUDI Wallet, or qualified electronic signature (QES) frameworks.    PERKS & BENEFITS * Health & Wellbeing: Use your full access to the mental health platform nilo, including 1on1 sessions. * We value personal and professional development: make full use of Udemy, our training platform with 24/7 access and unlimited content/course consumption incl. certification. * We make your remote work comfy: we provide support on equipment and offer flexible working hours. * We value collaboration & love to come together: regular onsite gatherings, internal initiatives and summer parties to connect outside of work. * May your family require your attention or other reasons apply: use the benefit of our paid special leave days. * Enjoy the possibility to combine work with a longer stay at your holiday destination or extend a weekend with our Workcation possibilities. * In addition to the perks & benefits above, we offer specific benefits that differ between our locations.     IDnow applies the principles of non-discrimination and equality: We strive to establish, maintain, and promote an open and inclusive recruitment process and working environment by respecting the principles of equal opportunities. Including but not limited to: sex, race or ethnic origin, religion or convictions, gender identity, citizenship, marital status, disability, age, or sexual orientation.