Senior Solutions Consultant - Financial Services

Appian • Richmond, VA

6d • Remote

About The Position

The Senior Solutions Consultant is a strategic technical advisor for financial services firms, partners, sales leadership, and product teams. This role owns account strategy and technical orchestration for strategic opportunities, translating complex financial services requirements into technical solutions using Appian’s Enterprise-Grade Orchestration platform. The consultant works as a co-seller with Account Executives and helps demonstrate Appian’s value in the AI-Powered Process Automation market.

The position is remote with field work and travel to customer locations throughout the assigned region. It involves leading executive workshops, architecting custom proofs of concept and value, navigating complex enterprise technology environments, directing technical validation, informing the product roadmap, and mentoring colleagues. The role requires substantial enterprise software pre-sales or client-facing technical consulting experience, technical fluency, and strong executive communication skills.

Requirements

• Bachelor’s or Master’s degree in Computer Science, Engineering, Information Systems, Information Technology, Business Information Technology, or a related technical or business field.
• At least 8 years of successful experience as a Pre-Sales Engineer, Solutions Consultant, or related enterprise software pre-sales professional, or at least 10 years in client-facing Professional Services or technical consulting heavily involved in enterprise sales scenarios.
• Recent hands-on programming experience or technical fluency in modern development environments using languages such as Java, JavaScript, Python, C#, or C++.
• Database proficiency, including SQL, HTML, and XML.
• Exceptional communication and influencing skills, including the ability to conduct deep discovery, analyze requirements, present to executives, and engage C-level audiences.
• Willingness to travel up to 50% to customer locations throughout the assigned region.

Nice To Haves

• Prior experience selling into financial services, particularly application development platforms, AI-enabled automation, or case management frameworks.
• Experience contributing reusable demos, technical assets, enablement content, or industry points of view.
• Experience with enterprise platforms.

Responsibilities

• Own technical strategy for strategic accounts and complex sales campaigns, partnering with Account Executives and sharing accountability for pipeline health and revenue contribution.
• Lead customer roadmap sessions, transformation workshops, and executive visioning discussions to connect customer objectives with Appian capabilities.
• Scope, design, and deliver custom technical Proofs of Concept and Proofs of Value with executive sponsorship and clear success criteria.
• Understand customer IT landscapes—including core banking systems, CRM, data, workflow, AI, partner solutions, and modern web or enterprise development systems—and integrate Appian into complex enterprise environments.
• Direct technical responses and functional strategy for complex RFIs, RFPs, security reviews, and architecture discussions.
• Communicate real-world customer requirements to Product Management and contribute to Appian’s product roadmap.
• Coach peers, lead field enablement sessions, and contribute reusable assets, blueprints, and customer success stories.
• Travel to customer locations throughout the assigned region, up to 50%.

Benefits

• 401(k) plan with company match
• Flexible time off
• Paid parental leave
• Medical, dental, and vision plans
• Life insurance
• Disability insurance
• Wellness programs and wellness dollars
• Flexible spending accounts
• Health savings account contributions
• Employee referral bonus program
• Learning and development resources, including training and mentorship
• Leadership and skills-based training
• Tuition reimbursement
• Employee-led affinity groups
• Employee Assistance Program with free mental health support
• Employee Stock Purchase Program
• Retirement or pension plan
• Family-forming benefits
• Certain positions may be eligible for equity awards

What This Job Offers

• Job Type: Full-time
• Career Level: Senior