Head of Sales & Support

Sales Manager

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.

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.

2021, 2020, 2019, and 2018 Best Wealth Management Company - presented by Fintech Breakthrough Awards

2021 Best API & Best Trading Technology - presented by Global Fintech Awards

We are seeking a motivated and results-driven Sales Manager 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.

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. 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.

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.

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

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

Advanced knowledge of financial markets, cloud computing concepts, and platform integration capabilities within fintech/enterprise sectors. Proficiency in identifying market demand and expansion opportunities through data-driven insights.

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 support the organization's growth as it continues to serve global markets)

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.

Exact compensation offered may vary depending on job-related knowledge, skills, experience, and office location.

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. 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.