Account Executive - Financial Services

Appian•Charlotte, NC

1d•Remote

About The Position

Appian is seeking an Account Executive for its Financial Services team. This role is responsible for selling Appian's AI-Powered Process Automation platform to Fortune 500 companies and leading financial institutions. The Account Executive will own a strategic geographic territory, acting as a visionary advisor to decision-makers looking to modernize legacy infrastructure. The position involves leading complex sales cycles, building pipeline through strategic prospecting, delivering value-based presentations, orchestrating cross-functional teams, and establishing trusted advisor status with senior executives. This is a remote position based in the Southeast region of the United States.

Requirements

Bachelor’s Degree in Marketing, Business, Communications, Computer Science, or a related field.
5+ years of direct software selling experience.
Minimum of 2 years as an Enterprise Account Executive.
Proven track record of consistent quota achievement.
History of winning net-new customer logos.
Demonstrated mastery managing complex enterprise sales cycles.
History of long, stable job tenure and a positive career trajectory.
Superb communication and presentation skills.
Demonstrated ability to execute deep client discovery.
Demonstrated ability to build comprehensive financial business cases.

Nice To Haves

Prior experience selling complex, multi-stakeholder software solutions directly to Commercial, Insurance, or Financial Services clients.
Mastery of strategic sales methodologies, such as MEDDPICC or Value-Based Selling.
Experience with enterprise platforms such as Salesforce or ServiceNow.

Responsibilities

Lead complex, end-to-end enterprise sales cycles across the Commercial and Insurance sectors, from initial client discovery to successful close.
Build a robust, sustainable pipeline through strategic prospecting, territory mapping, and proactive market engagement.
Deliver high-impact, value-based virtual and in-person presentations to Line of Business (LOB) and IT leadership, clearly communicating ROI and business value.
Align internal cross-functional resources—including Customer Success, Solutions Consultants, and partner ecosystems—to maximize deal velocity and size.
Analyze industry and competitive trends to position Appian effectively against market alternatives, establishing yourself as a strategic advisor to senior executives.