Senior Solutions Consultant - Financial Services
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 account strategy and technical orchestration for strategic opportunities, translating complex financial services requirements into technical solutions on Appian’s Enterprise-Grade Orchestration platform. It is part of the Solutions Consulting organization, which connects enterprise business needs with platform capabilities to support customer acquisition and growth. The consultant partners with Account Executives on strategic accounts and complex sales campaigns, leads executive workshops, and designs and delivers custom technical proofs of concept and proofs of value. The role also involves assessing enterprise IT environments, directing technical responses to sales and security processes, bringing customer feedback to Product Management, and mentoring colleagues while contributing reusable assets and best practices. The position is remote with field work and requires willingness to 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; alternatively, 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++, as well as 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
- Experience selling into financial services, particularly involving 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; the posting notes that these skills translate well into Appian’s Enterprise-Grade Orchestration environment.
Responsibilities
- Own the 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 high-quality custom technical proofs of concept 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 determine how Appian can integrate into them.
- 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 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 and disability insurance.
- Wellness programs and wellness dollars.
- Flexible spending accounts and 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; certain positions may be eligible for equity awards.
- Family-forming benefits.
- Retirement or pension plan; benefits vary by country.
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What This Job Offers
Job Type
Full-time
Career Level
Senior
