Senior Solutions Consultant - Financial Services

Appian • Charlotte, NC

6d • Remote

About The Position

The Senior Solutions Consultant serves as a trusted technical advisor to financial services firms, partners, sales leadership, and product teams. This strategic, customer-facing role owns account strategy and technical orchestration for complex opportunities, translating financial services requirements into technical solutions on Appian’s Enterprise-Grade Orchestration platform. The consultant works as a co-seller with Account Executives and shares accountability for pipeline health and revenue contribution.

The role leads executive workshops and customer roadmap discussions, and scopes, designs, and delivers custom proof-of-concept and proof-of-value solutions. It also requires understanding complex enterprise IT environments and integrating Appian with systems such as core banking, CRM, data, workflow, AI, partner solutions, and modern development systems. The consultant directs technical responses to RFIs, RFPs, security reviews, and architecture discussions; conveys customer needs to Product Management; and helps scale best practices by mentoring peers and creating reusable assets. The position is remote 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.
• 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 involving 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, with 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, especially 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 to 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 and plan Appian integrations with core banking, CRM, data, workflow, AI, partner solutions, and modern web or enterprise development systems.
• Direct technical responses and functional strategy for RFIs, RFPs, security reviews, and architecture discussions.
• Communicate real-world customer requirements to Product Management and contribute to Appian’s product roadmap feedback loop.
• Coach peers, lead field enablement sessions, and develop 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 Assistance Program with free mental health support
• Employee Stock Purchase Program
• Family-forming benefits
• Retirement or pension plan
• Certain positions may be eligible for equity awards

What This Job Offers

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