Senior Solutions Consultant - Financial Services
About The Position
The Senior Solutions Consultant serves 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 campaigns, translating financial services requirements into technical solutions built on Appian’s Enterprise-Grade Orchestration platform. Working as a co-seller with Account Executives, the consultant helps drive pipeline health and revenue contribution. The consultant leads customer roadmap sessions, transformation workshops, executive visioning discussions, and the design and delivery of custom technical Proofs of Concept and Proofs of Value. The role requires understanding complex enterprise IT environments and determining how Appian fits and integrates within them. It also leads technical and functional responses to RFIs, RFPs, security reviews, and architecture discussions, and conveys customer needs to Product Management to inform the product roadmap. The Senior Solutions Consultant also coaches peers, leads field enablement, and develops reusable assets, blueprints, and customer success stories. This is a remote role with field work and travel of up to 50% to customer locations in the assigned region.
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.
- Either 8 or more years of successful experience as a Pre-Sales Engineer, Solutions Consultant, or related enterprise software pre-sales professional, or 10 or more 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++.
- Proficiency with databases and technologies 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
- Experience selling into the Financial Services landscape, particularly 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 as a co-seller and sharing accountability for pipeline health and revenue contribution.
- Lead customer roadmap sessions, transformation workshops, and executive visioning discussions that connect customer objectives to Appian capabilities.
- Scope, design, and deliver high-quality 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 plan Appian integration 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 help influence Appian’s long-term 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
- Potential equity awards for eligible positions
- Training and development, including onboarding training, mentorship, and the First-Friend program
- Leadership program and specialized training through Appian University
- 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
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What This Job Offers
Job Type
Full-time
Career Level
Senior
