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Apex Fintech Solutions · 3 days ago

Sales Manager

New York, NY

Full-time

Hybrid

Mid, Senior Level

$141K/yr - $176K/yr

5+ years exp

Apex Fintech Solutions is a leader in digital wealth management, processing millions of transactions daily. They are seeking a motivated Sales Manager to coordinate sales activities, support strategic goals, and contribute to revenue generation by empowering Sales Directors and focusing on operational execution.

Financial Services

Responsibilities

Collaborate with Sales Directors to develop and execute comprehensive sales strategies, maintain client relationships, meet organizational sales targets, and identify cross-selling and upselling opportunities

Proactively engage with clients during sales and implementation phases, ensuring smooth onboarding, operational success, and enhanced long-term engagement. Maintain relationships with decision-makers to deepen collaboration and uncover additional needs

Conduct market research and analysis to identify emerging trends, provide actionable insights for tailored strategies, and position Apex's products dynamically for diverse audiences to showcase maximum value

Develop a deep understanding of Apex Fintech Solutions’ products and capabilities to effectively guide stakeholders and support sales efforts

Facilitate communication between internal teams (product, operations, legal, and implementation) to streamline processes, eliminate bottlenecks, and deliver premium service across the client lifecycle

Represent Apex during sales calls, demonstrations, and meetings while assisting with pipeline tracking, lead follow-ups, and forecasting to support decision-making

Qualification

Fintech experienceSales strategy developmentClient engagementMarket researchSales operationsProduct expertiseData-driven insightsCommunication skillsNegotiation skillsProblem-solving

Required

5+ years of prior work experience in sales, business development, or account management within fintech, SaaS, or cloud-based platforms

Demonstrated success in supporting or exceeding sales and revenue goals in team-oriented environments

Proven ability to support consultative sales cycles and achieve optimized buyer outcomes

Strategic thinker with a client-first mentality and business acumen to aid decision-makers

Outstanding interpersonal, communication, and presentation skills, complemented by active listening and negotiation abilities

Advanced knowledge of financial markets, cloud computing concepts, and platform integration capabilities within fintech/enterprise sectors

Self-starter who thrives in collaborative, fast-paced environments; exhibits resilience and problem-solving under pressure

Proficiency in identifying market demand and expansion opportunities through data-driven insights

Preferred

Bachelor's degree in a related field preferred

FINRA SIE and Series 7 License(s) preferred

Benefits

Healthcare benefits (medical, dental and vision, EAP)

Competitive PTO

401k match

Parental leave

HSA contribution match

Paid subscription to the Calm app

Generous external learning and tuition reimbursement benefits

Hybrid work schedule

Company

Apex Fintech Solutions

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.

Founded in 2012

Dallas, Texas, US

501-1000 employees