About the role
Join our Sales team to shape the future of AI-powered sales engagement for the financial services industry.
We’re seeking a self-starter to build our company in a new market, the USA. The candidate must have experience building out a foreign technology company in the USA, and can demonstrate a focused approach to building and executing a structured sales plan. You'll work closely with the management and product delivery teams, helping to shape product use cases for the local market, and bring Upscale’s solution to the attention of an already known network.
The role offers base salary, competitive commission and equity participation opportunity.
Key responsibilities
- Define local sales plan that is contained and focused
- Be the short-term owner of the localised product vision, feeding into the product team for roadmap, and feature priorities.
- Work directly with Group CEO on target accounts, leverage marketing team support to build focused sales supporting campaigns.
- Gather customer feedback and translate insights into product improvements.
- Build a regional team around sales wins
Required skills
- 6+ years of SaaS sales including both to SME and Enterprise segments
- 2+ years experience working in a less than 50 person business
- 4+ years selling to a financial industry audience, wealth and asset management being a strong bonus
- Experience translating customer needs into product requirements.
- Excellent communication and stakeholder management skills.
- Strong problem-solving and prioritization abilities.
- Experience working alone for periods of time, with a self-starting and motivating attitude
- Familiarity with AI, automation, or digital workflow products is an advantage.
Important skills
- ChatGPT / AI productivity
- Slack
- Notion
Team environment
Upscale is a dynamic global scale up technology company that moves fast, offers high responsibility / low man-management opportunities. You'll work alongside experienced engineers, designers, and business leaders who are passionate about building technology that delivers measurable value for clients in wealth and asset management.
There will be considering support offered to this role from senior management as we enter a new market and leverage existing on the ground partnerships including with some of the largest consulting businesses in the industry.
We encourage high energy and open communication. Every team member is empowered to contribute ideas, challenge assumptions, and help shape products that simplify complex workflows through AI and modern user experiences. Our culture values ownership, curiosity, and delivering meaningful outcomes for customers worldwide.
