
Upvest · Berlin
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...
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.
Upvest is growing fast - and so is our market data footprint. As we expand our product offering and onboard more clients across
Europe, the complexity of our market data licensing, redistribution rights, and provider relationships has grown with it. We work
with a broad set of data sources - from real-time market data providers to static asset data suppliers and direct exchange
relationships - and we need someone to own that landscape end-to-end.
As our Relationship Manager you will be the single owner of Upvest’s entire market data governance function. You will manage our
relationships with market data providers, negotiate and maintain our licensing agreements, ensure our redistribution arrangements
are compliant and commercially sound, and advise the business on what’s possible as we bring new products and asset classes to
market.
Reporting to the Head of Network, this role sits at the intersection of legal, commercial, and technical - and it requires someone
who is genuinely fluent in all three. If you’ve spent years navigating the licensing complexity of the market data world and want
to build something from the ground up at one of Europe’s most exciting fintechs, this is the role for you.
of Upvest’s data consumption and distribution to support audit readiness at all times.
cost, and under what licensing conditions.
classes and markets.
material developments to relevant stakeholders.
consistent partner oversight across the team.
of deep, hands-on market data licensing experience will equally be considered.
Bloomberg, Refinitiv/LSEG), exchange, or the market data function of a financial institution or fintech.
obligations. You understand what it means to be on both sides of a licensing agreement.
push and when to compromise.
and Engineering teams when evaluating new provider integrations or data delivery architectures.
with the most powerful models and tooling on the market.
ambitious, and meaningful. You’ll work with modern technologies and create something entirely new. No legacy systems, no
limits.
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.
use it.
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.
and a participation in our employee equity program.
colleagues and celebrate our achievements.
connection, like Upfem for our female Upvengers, or UpVergent supporting neurodivergent Upvengers and allies.
others.
Upvest is an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all
employees.
bunch is building the backbone of private markets. We are enabling next-gen fund operations with one integrated system that combines secure data infrastructure, AI-powered workflows and expert fund services. If you value ownership, growth through real responsibility, and working with a thoughtful, ambitious team, this role might be for you. As we scale following our Series B, we are looking for a Senior Fund Operations Manager to play a key role in delivering exceptional fund operations and service quality to our customers. This is not a traditional fund administration role focused on repetitive processing. We are looking for operators who deeply understand private markets operations, enjoy solving complexity, and want to help shape how modern fund administration should work. You will work at the intersection of fund operations, client service, and product development - partnering closely with fund managers, investors, product teams, and internal operations functions to deliver a seamless experience across the full fund lifecycle. We are particularly looking for strong expertise in fund administration, transfer agency operations, fund onboarding, and complex post-close operational processes. YOUR ROLE * Act as a strategic operational partner to fund managers, supporting them across the day-to-day operations of their funds and delivering an exceptional customer experience. * Own and coordinate complex post-close operational processes, including capital calls, distributions, investor reporting cycles, and ongoing fund lifecycle events. * Lead operational execution for fund migrations and new fund launches, including the review, reconciliation, and migration of historical data from previous administrators. * Own capital call and distribution calculations end-to-end using our automated operational workflows, including the interpretation of LPA clauses, management fee calculations, equalisation mechanics, liquidity buffer assessments, and investor allocation logic. * Partner directly with fund managers to explain methodologies, align on assumptions and outputs, incorporate feedback where appropriate, and guide clients towards operationally and legally sound approaches based on fund documentation. * Partner with Fund Accounting to support recurring reporting cycles and ensure operational and financial data is complete, accurate, and audit-ready. * Support treasury-related workflows, including payment coordination, invoice handling, and operational cash movement processes. * Act as a key point of contact for fund managers and investors, helping resolve operational queries with a high level of responsiveness and ownership. * Collaborate closely with Product and Engineering teams to shape and improve our internal platform and operational tooling based on real customer workflows and operational pain points. * Help drive the evolution of our “full back-office” operating model by identifying opportunities for automation, AI adoption, and scalable operational design. * Support, review, and mentor more junior team members, helping establish high standards for quality, operational rigour, and client service. * Improve processes, workflows, and documentation across the organisation to increase scalability, transparency, and operational excellence. ABOUT YOU * You bring 3+ years of experience in fund administration, fund operations, transfer agency, or related private markets operations environments. * You have strong hands-on experience managing operational fund workflows across the full lifecycle, particularly capital activity, reporting processes, and complex operational coordination. * You understand private markets fund structures and are comfortable reviewing LPAs, investment agreements, and related fund documentation to identify operationally relevant terms and requirements. * You are highly detail-oriented and able to manage complex operational processes with accuracy and ownership under tight timelines. * You are comfortable working cross-functionally with other Fund Accounting, Product, and client-facing teams. * You bring a strong service mindset and understand how operational quality directly impacts customer trust and long-term relationships. * You enjoy improving systems and processes and are excited by the opportunity to help modernise fund administration through technology and AI. * You are proactive, structured, and comfortable operating in a fast-moving, high-growth environment. * You enjoy mentoring others and raising the operational quality bar across a team. * You are fluent in English; German is a plus. WORKPLACE & BENEFITS * Competitive salary * Customizable benefits package (wellbeing, sport, mobility, food, and more) * 28 days of vacation, plus 2 company days and local public holidays * Remote-flexible hybrid (3 days/week in office) * Up to 4 remote calendar weeks a year * A great tech and work setup * Work with a diverse team of 120+ bunchies from 40+ countries, with leaders who are best-in-class in their domains HIRING PROCESS 1. People Team Interview (30 min) – Meet us & check initial fit 2. Hiring Manager Interview (45 min) – Collaboration, ownership, and culture 3. Case Interview (60 min) – Collaborative problem-solving and communications skills 4. Final Round (60 min) – Meet our Founders and senior stakeholders 5. Reference calls to confirm your relationship building abilities About bunch bunch is building the operating infrastructure for the next generation of private markets. We combine AI-powered automation with deep regulatory expertise to replace fragmented spreadsheets and manual processes with one integrated platform across the fund lifecycle, purpose-built for private markets heading toward $32 trillion in Assets Under Management. We've 4x our ARR in 2025, crossed 150 fund managers and 12,000 LPs on the platform, and just closed our $35M Series B in May 2026. We're looking for ambitious people who want real ownership of hard problems, and who care about building infrastructure that actually matters to the people using it. ____ At bunch, we're committed to an inclusive environment where diversity is valued and celebrated. We provide equal opportunities to all qualified applicants. We process personal data in line with applicable laws (including GDPR). See our Privacy Policy for details on your rights and how to reach us.
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 Client Experience Manager (German Speaking), you'll take full ownership of the operational day-to-day relationship between Upvest and Europe's leading financial institutions as a senior counterpart. You won’t just provide support, you will be the custodian of long-term partnerships. You'll manage the end-to-end live client relationship, ensuring a smooth daily BAU experience for our clients. Your role is inherently operational and client facing. You’ll build lasting relationships with key stakeholders, facilitating both day-to-day queries and ensuring our live clients are operationally robust and efficient in their use of the investment API. Client Experience is the conduit between Upvest and our clients, building the bridge between our clients and our platform with in-depth knowledge, superb problem-solving skills and natural charisma. The Client Experience team is a vital part of the Client Impact department, where we focus on delivering sustainable value to our clients every day. You will work alongside a high-performing team of experts and collaborate closely with stakeholders across the entire organization, from Product and Engineering to Growth, Legal, and Compliance. WHAT YOU’LL DO: ENABLE EUROPE’S LEADING FINTECHS TO DELIVER FLAWLESS INVESTMENT EXPERIENCES. * Relationship Management: Take full ownership of day-to-day operational relationship management as a senior support counterpoint to Europe’s top financial institutions in utilising Upvests investment API. * Best in Class Support: Oversee exceptional support delivery via Zendesk, Slack and weekly check-ins, acting as the first escalation point for complex operational and administrative issues. * Operational Excellence: Manage our Service Level Agreements (SLAs), identifying systemic points for improvement to ensure smooth business-as-usual (BAU) operations. * Cross-Functional Advocacy: Serve as the chief internal advocate for client interests and queries, collaborating with Product, Engineering, and Operations teams to resolve requests. * Communication: Set the standards for client communication, ensuring transparency and trust through both ad-hoc and structured weekly, monthly and quarterly touchpoints. * Take Ownership: Become part of the success story of Upvest (as a shareholder!). WHAT YOU BRING: Your skillset will drive our mission to provide best in class support. * Expertise: 6+ years of experience in client-facing roles within, investments or banking. You have experience in working with large financial institutions and a natural comfort with complexity. * Linguistic Skills: Professional fluency in German and English is required to manage our institutional European partnerships. * AI: Proficiency in AI tooling is a significant advantage, particularly in leveraging AI to automate support workflows or enhance data-driven decision-making. * Industry Knowledge: Deep familiarity with the financial industry or regulated environments. Previous experience with or strong interest in software-/infrastructure-as-a-service products (e.g., Banking-as-a-Service etc.) * Problem-Solving: A "client-first" mindset with the ability to solve problems pragmatically and efficiently. You relish the challenge of overcoming multi-layered operational issues and have strong stakeholder management skills. * Leadership: A proactive approach to mentoring, acting as a sparring partner for leadership, and thriving in an autonomous, high-growth setup. 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.
JOB DESCRIPTION About Kapaya Most organizations do not struggle with ambition. They struggle with execution. Processes become fragmented, teams work across disconnected systems, and too much time is lost in manual work, unclear ownership and inefficient ways of working. That is where Kapaya comes in. We help organizations improve how work gets done by designing smarter processes, building better operational structures and implementing digital solutions that support real day-to-day execution. Using tools such as Airtable, Make and other workflow technologies, we help customers move from complexity to clarity. Kapaya is part of One Productivity Group, a pan-European group focused on improving how organizations operate. Across our brands, consulting, technology and execution come together to create better workflows, stronger collaboration and more scalable operations. About the role This role is for someone who enjoys understanding customer challenges, identifying opportunities and turning them into meaningful business relationships. As an Account Manager, you help organizations recognize where their current ways of working create friction and where better systems, workflows and processes can make a real difference. You guide prospects through that journey, from first conversation to closing, by combining commercial drive with a strong understanding of customer needs. The role sits at the intersection of business development, consultative sales and operational problem solving. You work closely with SDRs, consultants and technical colleagues to shape opportunities, build trust with stakeholders and help customers move confidently toward the right decision. It is a commercial role, but one built on substance, credibility and long-term value. YOUR MISSION What the role involves • Leading sales conversations with prospective customers and understanding how their current processes, systems and ways of working are set up • Identifying operational challenges, inefficiencies and opportunities for improvement • Showing how Kapaya’s solutions can help organizations work in a more structured, scalable and effective way • Managing opportunities independently throughout the full sales cycle, from qualification to negotiation and closing • Building relationships with internal champions, decision-makers and senior stakeholders across customer organizations • Working closely with SDRs, consultants and technical teams to shape strong and realistic solution directions • Guiding customers through decision-making processes with clarity, confidence and commercial ownership • Keeping pipeline, CRM data and sales information well structured and up to date • Creating repeatable and consistent ways of working that support predictable commercial results • Contributing to the further development of messaging, sales approaches and commercial best practices YOUR PROFILE What makes a strong fit • Several years of experience in sales, business development, account management or a similar commercial role • Ideally experience in SaaS, consulting, workflow technology or solution-based selling • Strong communication and relationship-building skills • Confidence in speaking with different stakeholders, including senior decision-makers • A structured and disciplined way of working, with strong ownership and follow-through • The ability to understand customer challenges and translate them into commercially relevant opportunities • A proactive mindset and the ability to work independently in a dynamic environment • A high level of customer focus, credibility and professional presence • Fluent German and English, both spoken and written • Interest in digital workflows, process optimization and modern operational tooling What makes this role interesting Many sales roles focus mainly on volume, speed and short-term targets. This role goes further. It involves understanding how organizations actually operate, where friction shows up in daily work, and how better processes and systems can create real improvement. That makes the conversations more meaningful, the sales process more consultative and the impact of the role more visible. WHY ONE PRODUCTIVITY GROUP? What One Productivity Group offers • A role with real ownership and direct influence on customer growth and commercial success • The opportunity to work with well-known clients on meaningful workflow and process challenges • An attractive compensation package with fixed salary and performance-based variable • A flexible setup, remote, hybrid or from one of our office locations • A professional onboarding and strong on-the-job learning environment • Regular coaching, feedback and development opportunities • A team that combines high standards with a collaborative and down-to-earth way of working • Room to bring in ideas, improve how things are done and contribute beyond the core role • A digital-first work culture with flexibility and trust • High-quality equipment for both office and remote work About One Productivity Group One Productivity Group is a fast-growing pan-European group focused on helping organizations improve the way they work. Across our brands, consulting, technology and execution come together to create better workflows, stronger collaboration and more scalable operations. We hire across Europe and work across multiple countries, including Germany, the Netherlands, Switzerland, France and Sweden. Our people work from offices in Berlin, Hamburg, Rotterdam, Paris and Stockholm, or fully remotely. This gives us the flexibility to bring together the right talent across markets while staying connected through shared standards, close collaboration and a strong team culture. There is a shared culture of ownership, curiosity and continuous improvement. New ideas are welcomed, people are trusted to take responsibility, and development is taken seriously. CONTACT OPG One Productivity Group GmbH Patrick A. Lorenz Straßburger Straße 18 10405 Berlin