Sales Engineer

About the 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.

• 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 our 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.

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.

• 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: 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:
  
  Collaborative mindset with the ability to effectively engage with cross‑functional and global teams.

This position operates in a hybrid office environment, working three days per week from the office. The role requires up to 20% travel for client meetings and industry events.

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

$91,200–$114,000 (annual base salary; exact compensation may vary by location, experience, and skill set).

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.