Director, Solutions Consulting - Financial Service & Insurance

The role

You will lead and develop a team of 3–6 pre-sales engineers to architect solutions and drive revenue. You will manage technical sales activity within the EMEA region and partner with sales leadership to execute strategy.

What you will do

• Manage, mentor, and evaluate a team of 3–6 pre-sales engineering professionals
• Oversee scoping, design, and execution of technical sales presentations and product demonstrations
• Execute structured proof-of-concept frameworks for strategic enterprise accounts
• Partner with Account Executives and Sales Directors on opportunity qualification and territory strategy
• Architect customer installation models, system integration plans, and product feasibility analyses
• Partner with Product Management and Product Marketing to translate field patterns into platform capabilities
• Serve as technical liaison and advisor for enterprise clients at briefings, conferences, and seminars

Required qualifications

• Bachelor’s Degree in Computer Science, Information Technology, Engineering, Business Administration, Information Systems, or a closely related field of study
• 10+ years of successful corporate experience in solutions consulting, pre-sales engineering, or technical architecture within the enterprise software industry with Financial Service & Insurance experi
• 5+ years of direct experience selecting, developing, and leading technical individual contributors or pre-sales engineering teams
• Documented success operating under a formal sales incentive plan tied directly to individual or team revenue, bookings, or unit sales results
• Expert proficiency in designing system integration plans, modern enterprise architecture patterns, complex product demonstrations, and high-stakes technical win strategies
• Ability to travel to customer locations and field events as required by the assigned market

Nice to have

• Prior experience managing technical pre-sales teams within a high-growth SaaS, PaaS, or cloud-native platform environment
• Deep understanding of Business Process Management ( BPM ), workflow automation, case management, or AI-enabled automation platforms
• Experience with enterprise platforms such as Salesforce or ServiceNow

Benefits

• 401(k) plan with company match
• Flexible time off
• Paid parental leave
• Medical, dental, and vision plans
• Life insurance
• Disability insurance
• Wellness programs
• Flexible spending accounts
• Health savings account contributions
• Employee referral bonus program
• Learning and development resources
• Employee Assistance Program (EAP) with free mental health support

About the company

Appian provides AI automation for the most important business processes at the world’s largest organizations. The platform has been automating processes for more than 25 years.