Client Solutions Engineer

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Who We Are
Apex Fintech Solutions (AFS) powers innovation and the future of digital wealth management by processing millions of transactions daily, to simplify, automate, and facilitate access to financial markets for all. Our robust suite of fintech solutions enables us to support clients such as Stash, Betterment, SoFi, and Webull, and more than 20 million of our clients' customers.

Collectively, AFS creates an environment in which companies with the biggest ideas in fintech are empowered to change the world. As a global organization, we have offices in Austin, Dallas, Chicago, New York, Portland, Belfast, and Manila.

If you are seeking a fast-paced and entrepreneurial environment where you'll have the opportunity to make an immediate impact, and you have the guts to change everything, this is the place for you.

AFS has received a number of prestigious industry awards, including:

• 2021, 2020, 2019, and 2018 Best Wealth Management Company - presented by Fintech Breakthrough Awards
• 2021 Most Innovative Companies - presented by Fast Company
• 2021 Best API & Best Trading Technology - presented by Global Fintech Awards

About This Role
Apex Fintech Solutions is seeking a highly skilled and motivated individual that is multi-disciplined across technical sales, product development and marketing, and system implementation and delivery. The Sales Engineer will join our dynamic team to help grow market share and support the strategic direction of our Sales Engineering team. This role will support and scale Apex’s ability to market, sell, implement, and grow the Apex product stack and cloud-based infrastructure solutions.

Duties/Responsibilities

• Provide necessary support to scale the value proposition of our cloud solutions to financial institutions and technology companies, building strong relationships with clients, and driving successful cloud adoption.
• 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.
• Clearly demonstrate the use of cloud-based API’s to showcase end-to-end user journey’s with the help of common testing and prototyping tools to assist in the sales process for the purpose of automating and scaling this messaging overtime.
• 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.

Education And/or Experience

• Bachelor’s degree in Engineering, Business, Finance or related field (or equivalent work experience) required
• 2+ 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

Required Skills/Abilities

• 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…