Sales Engineer

WHO WE ARE

Apex Fintech Solutions (AFS) powers innovation and the future of digital wealth management by processing millions of transactions daily, to simplify, automate, and facilitate access to financial markets for all. Our robust suite of fintech solutions enables us to support clients such as Stash, Betterment, SoFi, and Webull, and more than 20 million of our clients' customers. 

Collectively, AFS creates an environment in which companies with the biggest ideas in fintech are empowered to change the world. As a global organization, we have offices in Austin, Dallas, Chicago, New York, Portland, Belfast, and Manila.

If you are seeking a fast-paced and entrepreneurial environment where you'll have the opportunity to make an immediate impact, and you have the guts to change everything, this is the place for you. 

AFS has received a number of prestigious industry awards, including:

• 2021, 2020, 2019, and 2018 Best Wealth Management Company - presented by Fintech Breakthrough Awards

• 2021 Most Innovative Companies - presented by Fast Company

• 2021 Best API & Best Trading Technology - presented by Global Fintech Awards

ABOUT THIS ROLE

We are seeking a 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 customer’s requirements, and providing tailored solutions to ensure client satisfaction and maximize sales opportunities. The ideal candidate will bridge the gap between sales and engineering, supporting sales teams with technical expertise during client meetings, presentations, and implementations.

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.

• Solution Design: Collaborate with clients and internal teams to understand technical and business requirements, crafting tailored solutions that deliver measurable value.

• Client Relationship Building: Develop strong, confidence-building relationships with key stakeholders, enabling frictionless product adoption and reinforcing AFS’s 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.

• Post-Sales Training & Support: Educate customers through training sessions, onboarding support, and ongoing technical coaching to drive successful product adoption.

• 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

• Bachelor’s degree in Engineering, Computer Science, Information Technology, or a related field (or equivalent work experience) required

• 3+ years of experience in sales engineering, technical consulting, or related roles within financial technology, SaaS, or custody/clearing services.

• Strong technical knowledge and ability to discuss detailed product specifications with both technical and non-technical audiences.

• 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.

• 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 solutions.

• Flexibility and Adaptability: Comfortable navigating ever-changing priorities, embracing challenges, and thriving under pressure.

• Team Collaboration: A collaborative mindset with the ability to effectively engage with cross-functional and global teams.

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 #full-time #associate #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.

Salary Range

The annual base salary range for this position is noted above. Exact compensation offered may vary depending on job-related knowledge, skills, experience, and office location.

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.