What are the responsibilities and job description for the Senior Client Solutions Engineer position at APEX Fintech Services LLC?
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 Senior Client Solutions 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 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. Education and/or Experience 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 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 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. 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 #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. EEO Statement Apex Fintech Solutions is an equal opportunity employer that does not discriminate on the basis of race, color, religion, sex (including pregnancy, sexual orientation, and gender identity), national origin, age, disability, veteran status, marital status, or any other protected characteristic. Our hiring practices ensure that all qualified applicants receive fair consideration without regard to these characteristics. Disability Statement Apex Fintech Solutions is committed to creating an inclusive and accessible workplace for all candidates, including those with disabilities. We are dedicated to ensuring equal employment opportunities and providing reasonable accommodations to qualified individuals with disabilities. If you require reasonable accommodations to participate in the application or interview process, please submit your request via the Candidate Accommodation Requests Form. We will work with you to provide the necessary accommodations to ensure your full participation in our hiring process. At Apex, we aim to enable frictionless investing for everyone. Help us in our mission to democratize finance, and apply to our open roles today. Introduce yourself to our recruiters and we'll get in touch if there's a role that seems like a good match. At Apex, we stand for efficiency and transparency. In every office, you’ll find passionate, committed, dedicated teams driven to find smart solutions to solve our clients’ toughest challenges. We are passionate about our employees, providing the benefits and perks that elevate you, reward you, and help you give back. We provide great flexibility, a collaborative, open work space, and real potential to grow with the firm.