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.  

 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 1000 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: 

Best Places to Work 

2026 2025 2024 2023 - Presented by BuiltIn 

WealthTech of the Year 

2025 - Presented by US FinTech Awards 

The World’s Top 250 Fintech Companies 

2024 - Presented by CNBC 

ABOUT THIS 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.
Duties/Responsibilities

• 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 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.

• 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.

Education and/or Experience

• 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.

• 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.

Required Skills/Abilities

• 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

​Please note this job description is not designed to cover or contain a comprehensive listing of activities duties or responsibilities required of the employee for this job. Duties responsibilities and activities may change at any time with or without notice.

Our Rewards

We offer a robust package of employee perks and benefits including healthcare benefits (medical dental and vision EAP) competitive PTO 401k match parental leave and HSA contribution match. We also provide our employees with a paid subscription to the Calm app and offer generous external learning and tuition reimbursement benefits. At AFS we offer a hybrid work schedule for most roles that allows employees to have the flexibility of working from home and one of our primary offices.

Salary Range

The annual base salary range for this position is noted above. Exact compensation offered may vary depending on job-related knowledge skills experience and office location.

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. 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.

What We Do

Apex Fintech Solutions provides the tools and services that enable hundreds of clients to launch scale and support digital investing for tens of millions of end investors. The company provides essential infrastructure and a comprehensive ecosystem of cloud-based products to enable and streamline trading wealth management cost basis tax reporting and through its subsidiary Apex Clearing™ custody and clearing. For more information visit the Apex Fintech Solutions website: https://www.apexfintechsolutions.com.

Why Work With Us

We are bold enough to do what needs to be done. Savvy enough to know what that is. Kind and candid enough to tell it like it is every step of the way. We are compelling in our own right but devoted to joint success. We watch our backs. We scout the way ahead. We put ourselves our team and our clients in a position to soar.

Gallery