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.

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. Here are just a few of the many awards we’ve recently received:

2026, 2025, 2024, 2023
- Presented by Built In

2025
- Presented by US Fin Tech Awards

2024
- Presented by CNBC

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 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, 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.

• 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 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, 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.

• 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

• Clear Communication: Exceptional ability to convey complex technical concepts in ways that are accessible to a wide range of audiences, including senior executives.
• Tec…