Apex Fintech Solutions · 16 hours ago
Sales Engineer
New York, NY
Full-time
Hybrid
Mid Level
$89K/yr - $112K/yr
3+ years expApex Fintech Solutions is a company focused on innovation in digital wealth management through technology. They are seeking a Sales Engineer to act as a technical expert and product advocate, bridging the gap between sales and engineering to ensure client satisfaction and maximize sales opportunities.
Financial Services
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
Qualification
Required
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
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
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.
501-1000 employees
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)
Funding
Current Stage
Late StageLeadership Team
Andrew Lientz (he/him)
Chief Technology Officer
Frank Tiemann
CTO
Recent News
Dallas Innovates
2024-04-14
Company data provided by crunchbase