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 account strategy and technical orchestration for strategic opportunities, translating complex financial services requirements into technical solutions using Appian’s enterprise-grade orchestration platform. As part of the Solutions Consulting organization, the consultant supports customer acquisition by demonstrating platform value, co-creating solutions with customers, and combining technical credibility with business insight. The position is remote with field work and may require travel 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 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++, along with 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 in 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—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 customer requirements to Product Management and provide feedback to 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
- Equity awards may be available for certain positions
- Employee Assistance Program with free mental health support
- Employee Stock Purchase Program
- Retirement or pension plan
- Family-forming benefits
- Tuition reimbursement
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What This Job Offers
Job Type
Full-time
Career Level
Senior
