Senior Client Solutions Engineer

WHO WE ARE

Apex Fintech Solutions (Apex) powers innovation and the future of digital wealth management by building tech-forward solutions that help simplify, automate, and facilitate access to financial markets for all. Our robust suite of fintech software enables us to support clients such as Stash, Betterment, SoFi, Webull, and eToro, amongst many others; collectively, Apex powers access to the stock market for over 22+ million end customers.  

 At Apex, we are changing how the securities industry operates by reinventing the status quo, which was manual, slow, and accessible only by the ultra-wealthy. We're digitizing and democratizing systems so that everyone has an opportunity to invest. 

When you're at Apex, you drive this change. You're part of a global team with a clear vision: to be the trusted technology that powers the digital economy. Our offices in Austin, Dallas, Chicago, New York, Portland, Belfast, and Manila are home to over 1,000 employees. 

Together, we’re shaping the future of financial innovation. Embrace change. Solve big. Win together. And be G.R.E.A.T. — grit, results, empathy, accountability, and teamwork — with Apex. 

We’re proud to be recognized for the innovative work we do, the purpose-driven nature of our work, and the collaborative culture we’ve created. Here are just a few of the many awards we’ve recently received: 

Best Places to Work 

2026, 2025, 2024, 2023 - Presented by BuiltIn 

WealthTech of the Year 

2025 - Presented by US FinTech Awards 

The World’s Top 250 Fintech Companies 

2024 - Presented by CNBC 

ABOUT THIS ROLE

• 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.

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