Sales Engineer

About Us

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, collectively powering 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. We're digitizing and democratizing systems so that everyone has an opportunity to invest. Our offices in Austin, Dallas, Chicago, New York, Portland, Belfast, and Manila are home to over 1,000 employees shaping the future of financial innovation.

We’re proud to be recognized for the innovative work we do, the purpose-driven nature of our work, and the collaborative culture we’ve created, including awards such as Best Places to Work (BuiltIn), WealthTech of the Year (US FinTech Awards), and recognition as one of the World’s Top 250 Fintech Companies (CNBC).

About the Role

We are seeking a Sales Engineer to serve as a key technical expert and product advocate for our technology solutions. The ideal candidate will bridge the gap between sales and engineering, supporting sales teams with technical expertise during client meetings, presentations, and implementations.

Responsibilities

• 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.
• Collaborate with clients and internal teams to understand technical and business requirements, crafting tailored solutions that deliver measurable value.
• Develop strong, confidence-building relationships with key stakeholders, enabling frictionless product adoption and reinforcing AFS’s reputation as a trusted partner.
• Partner with Product, R&D, and Marketing teams to provide client feedback, influence roadmap prioritization, and execute go-to-market strategies.
• Educate customers through training sessions, onboarding support, and ongoing technical coaching to drive successful product adoption.
• Stay current on industry trends, emerging technologies, and the competitive landscape, using insights to inform strategy and improve customer engagement.

Requirements

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

Skills

• 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.

Benefits

• Healthcare benefits (medical, dental, vision, EAP).
• Competitive PTO and 401k match.
• Parental leave and HSA contribution match.
• Paid subscription to the Calm app.
• Generous external learning and tuition reimbursement benefits.
• Hybrid work schedule for most roles, allowing flexibility of working from home and one of our primary offices.

Pay

Salary Range: $91,200–$114,000. Exact compensation offered may vary depending on job-related knowledge, skills, experience, and office location.