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. We are based in Dallas, TX and also have offices in Austin, New York, Chicago, 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:
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2021, 2020, 2019, and 2018 Best Wealth Management Company - presented by Fintech Breakthrough Awards
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2021 Most Innovative Companies - presented by Fast Company
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2021 Best API & Best Trading Technology - presented by Global Fintech Awards
ABOUT THIS ROLE
We are seeking a dynamic and results-driven Sales Director (SaaS) to join our growing team. This role will serve as a pivotal go-to-market position focused on growing our current offerings while identifying and driving new business initiatives for our software-as-a-service (SaaS) division within Apex. This role demands an entrepreneurial mindset, strategic thinking, and proactive leadership in dynamic, fast-paced environments. The ideal candidate will bring deep expertise in financial services, investment management, and software, with a proven ability to articulate the Apex value proposition both now and in the future. Collaboration across departments is essential for converting leads and expanding our sales pipeline.
Duties/Responsibilities
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Own the end-to-end business development process from lead generation to deal closure.
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Formulate and implement strategies to identify and engage potential clients who can benefit from our solutions.
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Cultivate and sustain relationships with prospective clients, facilitating introductions and securing strategic meetings.
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Efficiently utilize CRM systems (Salesforce) to log detailed prospect interactions and monitor pipeline progression.
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Develop and refine ideal client profiles through comprehensive market analysis.
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Collaborate with internal teams, including product and marketing, to develop new products and create go-to-market materials.
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Provide ongoing feedback to leadership on market trends, lead generation effectiveness, and areas for growth.
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Be accountable for achieving growth targets and delivering on key performance indicators (KPIs).
Education and/or Experience
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College degree in related field preferred.
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7+ years of experience in business development or sales, with significant experience in financial services, investment management, and software.
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Familiarity with Cost Basis, Tax Reporting, and/or Portfolio Management systems is a plus.
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Demonstrated track record of driving growth and developing new business lines in a dynamic, fast-paced environment.
Required Skills/Abilities
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Entrepreneurial spirit with strong strategic and analytical thinking, adaptable in a dynamic market.
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Exceptional communication and presentation skills.
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Proven leadership ability, with the capability to collaborate across departments and influence at all levels.
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Strong networking and relationship-building capabilities.
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Proficient in CRM software, ideally Salesforce, for managing and tracking sales opportunities.
Work Environment
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This role operates in a hybrid, office environment.
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Willingness to travel as needed (up to 25%), depending on business requirements and client meetings.
#sales #mid-senior #full-time #LI-JA1 #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.
Salary Range
$154,880-$193,600
The annual base salary range for this position is noted above. Exact compensation offered may vary depending on job-related knowledge, skills, experience, and office location.
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.
Top Skills
What the Team is Saying
What We Do
Apex is a market-leading, technologically independent software company that provides safe, frictionless digital execution, clearing, and storage for the global universe of investable assets. What drives us is creating independence that produces ownership of the data that is used to build community, increase financial literacy, and
eliminate barriers to economic opportunities for the next generation of digital wealth creation.
To do this, our team members live above just doing a job and are those who are building careers. We don’t merely complete tasks at Apex; we have a purpose to be realized. Our colleagues champion why we do what we do.
We each strive to change the world and widen our impact with the breadth and depth of our client base and end investors.
Why Work With Us
We are bold enough to do what needs to be done. Savvy enough to know what that is. Kind and candid enough to tell it like it is every step of the way. We are compelling in our own right but devoted to joint success. We watch our backs. We scout the way ahead. We put ourselves, our team, and our clients in a position to soar.
Gallery
Apex Fintech Solutions Offices
Hybrid Workspace
Employees engage in a combination of remote and on-site work.
