Sales Engineer

About the role

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. 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 Rew

Benefits

Your Match

How well this role fits your profile.

Company Intel

What employees say

Worked at peak6group? Share your experience