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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 explaining product features, understanding customer requirements, and providing tailored solutions to ensure client satisfaction and maximize sales opportunities. The ideal candidate will bridge the gap between sales and engineering, acting as a technical leader to support sales teams with deep expertise during client meetings, presentations, and implementations, while also mentoring junior team members.

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.
Educate customers through training sessions, onboarding support, and ongoing technical coaching to drive successful product adoption.
Provide guidance and technical mentorship to 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) 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

Skills

Exceptional ability to convey complex technical concepts in ways that are accessible to a wide range of audiences, including senior executives.
Deep understanding of technology-driven financial solutions with an aptitude for quickly mastering new products and tools.
A natural ability to engage with clients, anticipate their needs, and foster trust and satisfaction.
Strong critical thinking skills, capable of identifying challenges and providing innovative, often first-of-their-kind solutions.
Comfortable navigating ever-changing priorities, embracing challenges, and thriving under pressure.
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.

Location

Austin
Dallas
Chicago
New York
Portland
Belfast
Manila

Work Type

Hybrid
Full-time

Experience Level

Senior
Mid-Senior

Education Level

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

Benefits

Healthcare benefits (medical, dental and vision, EAP)
Competitive PTO
401k match
Parental leave
HSA contribution match
Paid subscription to the Calm app
Generous external learning and tuition reimbursement benefits

About the Company

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. We're digitizing and democratizing systems so that everyone has an opportunity to invest.
When you're at Apex, you drive this change. You're 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 1,000 employees.
Together, we’re 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.
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.

Equal Opportunity

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.
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.