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Apex Fintech Solutions · 11 hours ago

Senior Client Solutions Engineer

Austin, TX

Full-time

Hybrid

Senior Level

5+ years exp

Apex Fintech Solutions is a leader in digital wealth management, processing millions of transactions daily. The Senior Client Solutions Engineer will drive technical strategy for key accounts and support the sales engineering team by providing pre-sales assistance, conducting product demonstrations, and collaborating on cloud solutions.

Financial Services

H1B Sponsor Likely

Responsibilities

Own the technical strategy for key accounts, leading discovery, solution architecture, and the technical win in complex, multi-stakeholder sales cycles

Collaborate with the sales team to understand client requirements and align them with our cloud solutions. Provide pre-sales technical assistance and product education to prospective customers

Conduct persuasive and insightful product demonstrations and presentations to financial industry prospects, communicating the technical advantages of our cloud offerings and how they address specific business challenges

Architect end-to-end solutions using cloud-based APIs, integrating identity, data, and workflow components; create reusable demo assets, sample code, and automation to scale messaging over time

Understand the unique needs of key prospect decision makers, documenting requirements to tailor solutions effectively. These requirements will also help define and influence Apex’s broader product roadmap

Prepare comprehensive technical documentation, including solution architectures, implementation plans, and project timelines as a base-line for standards at Apex for the purpose of scaling this messaging through sales and business development teams

Collaborate with the product development and engineering teams to provide valuable customer feedback, contributing to continuous improvement and innovation of our cloud offerings

Assist in the successful onboarding and implementation of cloud solutions for clients, ensuring a seamless transition from sales to service delivery

Conduct training sessions for internal teams, ensuring they have a deep understanding of our cloud solutions and can effectively address client inquiries post-sales

Mentor and coach junior team members; set best practices for discovery, demo storytelling, objection handling, competitive positioning, and value-based selling

Qualification

Cloud computingTechnical salesSolution architectureProduct managementFinancial technologiesCommunication skillsRelationship buildingStrategic thinkingTeam collaboration

Required

Bachelor's degree in Engineering, Business, Finance or related field (or equivalent work experience) required

5+ years of transferable work experience, preferably in cloud sales, financial technologies, business development, product management, or custody and clearing

Strong understanding of cloud computing concepts, SaaS models, and cloud-based infrastructure

Exceptional communication and presentation skills

Ability to build and maintain strong relationships with clients and internal stakeholders

Strategic thinker with a solution-oriented mindset

Self-motivated, proactive, and able to work independently or as part of a team

Ability to lead conversations with decision makers and clearly articulate the value-add of leveraging cloud-based solutions

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

https://apexfintechsolutions.com

H1B Sponsorship

Apex Fintech Solutions has a track record of offering H1B sponsorships. Please note that this does not guarantee sponsorship for this specific role. Below presents additional info for your reference. (Data Powered by US Department of Labor)

Distribution of Different Job Fields Receiving Sponsorship

Represents job field similar to this job

Trends of Total Sponsorships

2025 (17)

2024 (14)

2023 (25)

2022 (13)