Sales Manager

Peak6 Investments LLC; New York (NY); Hybrid; USD 140,800 - 176,000; Full time

Benefits offered by this job

Healthcare benefits

Competitive PTO

401k match

Parental leave

Tuition reimbursement

Job summary

A leading fintech company in New York seeks a motivated Sales Manager to drive sales activities and support strategic goals. The ideal candidate will have over 5 years of experience in the fintech ecosystem and a proven track record of engaging with clients effectively. This role offers a hybrid work schedule and a salary range of $140,800 to $176,000, along with comprehensive benefits.

Qualifications

• 5+ years of experience in sales or account management within fintech.
• Demonstrated success in meeting sales and revenue goals.
• Proven ability to engage clients effectively.

Responsibilities

• Collaborate with Sales Directors to develop sales strategies.
• Ensure smooth onboarding and operational success for clients.
• Conduct market research to position products effectively.

Skills

Consultative sales cycles

Outstanding interpersonal skills

Strategic thinking

Market demand identification

Education

Bachelor’s degree in a related field

Job description

Overview

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 fintech solutions support clients such as Stash, Betterment, SoFi, and Webull, and more than 20 million of our clients' customers. As a global organization, we have offices in Austin, Dallas, Chicago, New York, Portland, Belfast, and Manila. This is a fast-paced and entrepreneurial environment where you can make an immediate impact.

AFS has received several industry awards, including the Best Wealth Management Company (2018–2021) from Fintech Breakthrough, 2021 Most Innovative Companies by Fast Company, and 2021 Best API & Best Trading Technology by Global Fintech Awards.

About This Role

We are seeking a motivated and results-driven Sales Manager with extensive experience in the fintech ecosystem. This leadership-oriented, client-facing role will coordinate sales activities, support strategic goals, and contribute to revenue generation by empowering Sales Directors while focusing on operational execution. This role reports to the sales leadership team and serves as a go-to resource for scaling the broader sales strategy.

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.

Salary information and job identifiers may be included in separate postings.

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 provide a paid Calm subscription and offer external learning and tuition reimbursement. We support a hybrid work schedule for most roles.

Salary Range

$140,800-$176,000

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 provide reasonable accommodations to qualified individuals with disabilities. If you require 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 ensure your full participation in our hiring process.