Sr Sales Engineer

About the role

We are seeking a Senior Sales Engineer to serve as a key technical expert and product advocate for our technology solutions. This role involves effectively communicating the technical capabilities of our SaaS solutions to financial institutions and fintech companies, leading collaboration with clients and internal teams to design tailored solutions, and supporting sales teams with technical expertise.

Duties/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, particularly for strategic and enterprise-level accounts.
• Lead collaboration with clients and internal teams to understand technical and business requirements, architecting tailored, often complex solutions that deliver measurable value.
• Develop strong, confidence-building relationships with senior 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, serving as a key technical voice in strategic planning discussions.
• Provide education and ongoing technical coaching to customers through training sessions, onboarding support, and ongoing technical coaching to drive successful product adoption.
• Mentor and guide junior Sales Engineers, helping to develop their skills and elevate team-wide technical sales capabilities.
• 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)
• 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

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.

Education and/or Experience

• Bachelor's degree in Engineering, Computer Science, Information Technology, or a related field (or equivalent work experience)
• 6+ years of experience in sales engineering, technical consulting, or related roles within financial technology, SaaS, or custody/clearing services

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.

Our Rewards

• Competitive PTO
• 401k match
• Paid subscription to the Calm app
• Tuition reimbursement benefits

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.