Senior Solutions Consultant - Financial Services

Appian • Boston, MA

6d • $140,000 - $215,000 • Remote

About The Position

Appian is seeking a Senior Solutions Consultant to serve as a trusted technical advisor to financial services firms, partners, sales leadership, and product teams. The role owns technical strategy and orchestration for strategic accounts and complex sales opportunities, translating financial services requirements into custom solutions using Appian’s enterprise-grade orchestration platform. The consultant works closely with Account Executives as a co-seller and contributes to pipeline health and revenue outcomes.

The position is remote with field work and requires willingness to travel up to 50% to customer locations in the assigned region. The consultant leads executive workshops, designs and delivers proofs of concept and value, navigates complex enterprise IT environments, directs technical validation, influences the product roadmap, mentors peers, and creates reusable assets and enablement materials.

Appian offers onboarding and ongoing training, mentorship, development opportunities, and an employee community that includes affinity groups. The stated base salary range is $140,000–$215,000 USD. Sales roles may be eligible for commission, and certain positions may be eligible for equity awards. Appian describes benefits that may include health coverage, retirement benefits, paid parental leave, insurance, wellness support, tuition reimbursement, and family-forming benefits; offerings vary by country.

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 a client-facing Professional Services or technical consulting role 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 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

• Experience selling into the financial services industry, especially with 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 that connect customer objectives with Appian capabilities.
• Scope, design, and deliver custom technical Proofs of Concepts and Proofs of Value with executive sponsorship and clear success criteria.
• Understand customer IT environments—including core banking systems, CRM, data, workflow, AI, partner solutions, and modern web or enterprise development systems—and plan Appian integration into them.
• Direct technical responses and functional strategy for RFIs, RFPs, security reviews, and architecture discussions.
• Communicate real-world customer requirements to Product Management and help influence the product roadmap.
• Coach peers, lead field enablement sessions, and contribute reusable assets, blueprints, and customer success stories.

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
• Tuition reimbursement
• Employee Stock Purchase Program
• Employee Assistance Program with free mental health support
• Family-forming benefits
• Retirement or pension plan
• Certain positions may be eligible for equity awards
• Sales roles may be eligible to participate in a commission plan

What This Job Offers

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