Apex Fintech Solutions

Sr Sales Engineer

Apex Fintech Solutions$100K — $130K *
Finance & Insurance
5 - 7 years of experience
Job Overview by Ladders

Qualifications

  • Bachelor's degree in Engineering, Computer Science, Information Technology, or related field required
  • 6+ years of experience in sales engineering, technical consulting, or related roles within financial technology or SaaS
  • Proven track record of leading high-value technical sales engagements
  • Ability to communicate detailed technical specifications to both technical and non-technical audiences
  • Experience in fast-paced, client-facing environments

Responsibilities

  • Communicate technical capabilities of SaaS solutions to financial institutions during the sales process
  • Lead collaboration with clients to design tailored, complex solutions that provide business value
  • Build strong relationships with senior stakeholders for product adoption
  • Collaborate with Product, R&D, and Marketing teams to provide client insights and influence strategy
  • Educate customers through training and technical support for successful product adoption
  • Mentor junior Sales Engineers to enhance team technical capabilities
  • Stay updated on industry trends to inform strategy and improve engagement

Benefits

  • Comprehensive healthcare benefits (medical, dental, vision, EAP)
  • Competitive paid time off (PTO)
  • 401k matching program
  • Parental leave provisions
  • Health Savings Account (HSA) contribution matching
  • Paid Calm app subscription
  • Generous external learning and tuition reimbursement benefits
  • Hybrid work schedule allowing remote and office-based work options
Full Job Description
ABOUT THIS ROLE

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.

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, 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.


Education and/or Experience
  • 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


Required Skills/Abilities
  • Clear Communication: Exceptional ability to convey complex technical concepts in ways that are accessible to a wide range of audiences, including senior executives.
  • 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, often first-of-their-kind solutions.
  • Flexibility and Adaptability: Comfortable navigating ever-changing priorities, embracing challenges, and thriving under pressure.
  • Team Collaboration & Leadership: 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.


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.


#sales #engineering #full-time #mid-senior #LI-KD1 #APEX

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.

About Apex Fintech Solutions

Apex Fintech Solutions is the “fintech for fintechs” powering innovation and the future of digital wealth management.

Apex Fintech Solutions Careers

There has never been a better time to join the global team of Apex Fintech Solutions, a leader in the financial technology sector. Apex Fintech Solutions stands as a beacon of innovation and leadership in the fintech industry.

Work You’ll Do

Join Apex Fintech Solutions' market-leading team to assist some of the most dynamic companies in mastering their financial technology needs. Transform the fintech landscape with Apex Fintech Solutions, where the convergence of technology, industry expertise, and digital innovation happens. Lead from a unique position in the marketplace, leveraging deep industry knowledge and cutting-edge technology to drive digital transformation. Work with a global team of business and technology advisors to help clients navigate through complex financial landscapes. Collaborate with a dedicated group of professionals, all focused on advancing fintech solutions.

Apex Fintech Solutions Employment Opportunities

The team is actively building a robust workforce to guide and support some of the most well-known companies in their fintech applications and systems.

Innovative Work

Join a group of dedicated experts at Apex Fintech Solutions, where innovation meets practical application in the fintech sector.

Drive Innovation

Deliver targeted solutions through a depth and breadth of consulting experience and innovation that’s second to none.

Be Part of a Great Team

Engage with a wide-ranging technology stack and harness the capabilities of a team renowned for its commitment to technology and client success.

Future-proof Your Career

Advance your career with Apex Fintech Solutions, where opportunities for growth are bolstered by comprehensive training, development, and certification support.

Explore

Discover how Apex Fintech Solutions is leading the charge in transforming financial services through technology and innovation.

The Apex Fintech Solutions Edge

With a commitment to diversity, leadership, and professional growth, Apex Fintech Solutions provides a culture that fosters innovation and values each member of the team. Clients globally turn to Apex Fintech Solutions for strategic insights and solutions that drive growth and efficiency in the digital era.

Stay Connected

Join the Team

Search for open positions that match your skills and interests. Apex Fintech Solutions seeks passionate, curious, creative, and solution-driven team players. SEARCH APEX FINTECH SOLUTIONS JOBS

Keep Up to Date

Stay informed with career tips, insider perspectives, and industry-leading insights you can put to use today—all from the professionals who work at Apex Fintech Solutions.

READ CAREERS BLOG

Job Alert Emails

Customize your subscription to receive job alerts, the latest news, and insider tips tailored to your preferences. Explore the exciting and rewarding opportunities that await at Apex Fintech Solutions.
Learn more about Apex Fintech Solutions
Size
501 employees
Industry

Similar Jobs

More Jobs at Apex Fintech Solutions

More Finance & Insurance Jobs

Find similar Sr Sales Engineer jobs: