Manager, Sales Operations

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

We are seeking a motivated and results-driven Manager, Sales Operations with extensive experience in the fintech ecosystem. This leadership-oriented, client-facing role will play a key part in coordinating sales activities, supporting strategic goals, and contributing to revenue generation by empowering Sales Directors while also focusing on operational execution. This role will report to our sales leadership team and act as a go-to resource for scaling the broader sales strategy.

Duties/Responsibilities  

• Sales Strategy & Support: Collaborate with Sales Directors to develop and execute comprehensive sales strategies, maintain client relationships, meet organizational sales targets, and identify cross-selling and upselling opportunities.

• Client Engagement & Success: Proactively engage with clients during sales and implementation phases, ensuring smooth onboarding, operational success, and enhanced long-term engagement. Maintain relationships with decision-makers to deepen collaboration and uncover additional needs.

• Market Research & Positioning: Conduct market research and analysis to identify emerging trends, provide actionable insights for tailored strategies, and position Apex's products dynamically for diverse audiences to showcase maximum value.

• Product Expertise: Develop a deep understanding of Apex Fintech Solutions’ products and capabilities to effectively guide stakeholders and support sales efforts.

• Sales Operations & Collaboration: Facilitate communication between internal teams (product, operations, legal, and implementation) to streamline processes, eliminate bottlenecks, and deliver premium service across the client lifecycle.

• Sales Enablement: Represent Apex during sales calls, demonstrations, and meetings while assisting with pipeline tracking, lead follow-ups, and forecasting to support decision-making.

Education and/or Experience

• Bachelor’s degree in a related field preferred.

• 5+ years of prior work experience in sales, business development, or account management within fintech, SaaS, or cloud-based platforms.  

• FINRA SIE and Series 7 License(s) preferred

• Demonstrated success in supporting or exceeding sales and revenue goals in team-oriented environments.  

Required Skills/Abilities

• Proven ability to support consultative sales cycles and achieve optimized buyer outcomes.  

• Strategic thinker with a client-first mentality and business acumen to aid decision-makers.  

• Outstanding interpersonal, communication, and presentation skills, complemented by active listening and negotiation abilities.  

• Advanced knowledge of financial markets, cloud computing concepts, and platform integration capabilities within fintech/enterprise sectors. Self-starter who thrives in collaborative, fast-paced environments; exhibits resilience and problem-solving under pressure.  

• Proficiency in identifying market demand and expansion opportunities through data-driven insights.

Work Environment

• This job operates in a hybrid, office environment 3 days per week.​ 

• Up to 25% travel (Flexible and willing to attend in-person client meetings or conferences as appropriate. This role will the organization's growth as it continues to serve global markets)

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