Sr Sales Engineer

WHO WE ARE

Apex Fintech Solutions (Apex) powers innovation and the future of digital wealth management by building tech-forward solutions that help simplify automate and facilitate access to financial markets for all. Our robust suite of fintech software enables us to support clients such as Stash Betterment SoFi Webull and eToro amongst many others; collectively Apex powers access to the stock market for over 22 million end customers.

At Apex we are changing how the securities industry operates by reinventing the status quo which was manual slow and accessible only by the ultra-wealthy. Were digitizing and democratizing systems so that everyone has an opportunity to invest.

When youre at Apex you drive this change. Youre part of a global team with a clear vision: to be the trusted technology that powers the digital economy. Our offices in Austin Dallas Chicago New York Portland Belfast and Manila are home to over 1000 employees.

Together were shaping the future of financial innovation. Embrace change. Solve big. Win together. And be G.R.E.A.T. grit results empathy accountability and teamwork with Apex.

Were proud to be recognized for the innovative work we do the purpose-driven nature of our work and the collaborative culture weve created. Here are just a few of the many awards weve recently received:

Best Places to Work

- Presented by BuiltIn

WealthTech of the Year

2025- Presented by US FinTech Awards

The Worlds Top 250 Fintech Companies

2024- Presented by CNBC

ABOUT THIS ROLE

We are seeking a Senior Sales Engineer to serve as a key technical expert and product advocate for our technology solutions explaining the features of the product in detail understanding the customers requirements and providing tailored solutions to ensure client satisfaction and maximize sales opportunities. The ideal candidate will bridge the gap between sales and engineering serving as a technical leader who supports sales teams with deep expertise during complex client meetings presentations and implementations while also mentoring junior team members.

Duties/Responsibilities

• Technical Sales Support: Effectively communicate the technical capabilities of our SaaS solutions to financial institutions and fintech companies during the sales process through presentations demonstrations and pilot implementations particularly for strategic and enterprise-level accounts.
• Solution Design: Lead collaboration with clients and internal teams to understand technical and business requirements architecting tailored often complex solutions that deliver measurable value.
• Client Relationship Building: Develop strong confidence-building relationships with senior stakeholders enabling frictionless product adoption and reinforcing AFSs reputation as a trusted partner.
• Cross-Functional Collaboration: Partner with Product R&D and Marketing teams to provide client feedback influence roadmap prioritization and execute go-to-market strategies serving as a key technical voice in strategic planning discussions.
• Post-Sales Training & Support: Educate customers through training sessions onboarding support and ongoing technical coaching to drive successful product adoption.
• Mentorship & Leadership: Provide guidance and technical mentorship to junior Sales Engineers helping to develop their skills and elevate team-wide technical sales capabilities.
• Market Research and Analysis: Stay current on industry trends emerging technologies and the competitive landscape using insights to inform strategy and improve customer engagement.

Education and/or Experience

• Bachelors degree in Engineering Computer Science Information Technology or a related field (or equivalent work experience) required
• 6 years of experience in sales engineering technical consulting or related roles within financial technology SaaS or custody/clearing services
• Demonstrated track record of leading complex high-value technical sales engagements
• Strong technical knowledge and ability to discuss detailed product specifications with both technical and non-technical audiences including C-level stakeholders
• Experience working in fast-paced client-facing environments

Required Skills/Abilities

• Clear Communication: Exceptional ability to convey complex technical concepts in ways that are accessible to a wide range of audiences including senior executives.
• Technical Competence: Deep understanding of technology-driven financial solutions with an aptitude for quickly mastering new products and tools.
• Customer-Centric Mindset: A natural ability to engage with clients anticipate their needs and foster trust and satisfaction.
• Analytical Problem Solving: Strong critical thinking skills capable of identifying challenges and providing innovative often first-of-their-kind solutions.
• Flexibility and Adaptability: Comfortable navigating ever-changing priorities embracing challenges and thriving under pressure.
• Team Collaboration & Leadership: A collaborative mindset with the ability to effectively engage with cross-functional and global teams along with the ability to mentor and guide less experienced colleagues.

Work Environment

• This job operates in a hybrid office environment 3 days per week.
• This role will require up to 20% travel for client meetings and industry events.

#sales #engineering #full-time #mid-senior #LI-KD1 #APEX

Please note this job description is not designed to cover or contain a comprehensive listing of activities duties or responsibilities required of the employee for this job. Duties responsibilities and activities may change at any time with or without notice.

Our Rewards

We offer a robust package of employee perks and benefits including healthcare benefits (medical dental and vision EAP) competitive PTO 401k match parental leave and HSA contribution match. We also provide our employees with a paid subscription to the Calm app and offer generous external learning and tuition reimbursement benefits. At AFS we offer a hybrid work schedule for most roles that allows employees to have the flexibility of working from home and one of our primary offices.

EEO Statement

Apex Fintech Solutions is an equal opportunity employer that does not discriminate on the basis of race color religion sex (including pregnancy sexual orientation and gender identity) national origin age disability veteran status marital status or any other protected characteristic. Our hiring practices ensure that all qualified applicants receive fair consideration without regard to these characteristics.

Disability Statement

Apex Fintech Solutions is committed to creating an inclusive and accessible workplace for all candidates including those with disabilities. We are dedicated to ensuring equal employment opportunities and providing reasonable accommodations to qualified individuals with disabilities. If you require reasonable accommodations to participate in the application or interview process please submit your request via the Candidate Accommodation Requests Form. We will work with you to provide the necessary accommodations to ensure your full participation in our hiring process.