Senior Solutions Consultant - Financial Services

The role

You will architect mission-critical cloud solutions for large financial services firms. You will act as a technical advisor, owning account strategy and technical orchestration for strategic opportunities.

What you will do

• Own the technical strategy for strategic accounts and complex sales campaigns.
• Lead customer roadmap sessions, transformation workshops, and executive visioning discussions.
• Lead the scoping, design, and delivery of custom technical Proof of Concepts (POCs) and Proof of Values (POVs).
• Understand customer IT landscapes to integrate Appian into complex enterprise environments.
• Direct the technical response and functional strategy for RFIs, RFPs, security reviews, and architecture discussions.
• Convey real-world customer requirements to core Product Management teams.
• Coach peers, lead field enablement sessions, and contribute strategic reusable assets.

Required qualifications

• Bachelor's or Master's degree in Computer Science, Engineering, Information Systems, Information Technology, Business Information Technology, or a related technical or business field.
• 8+ years of experience as a Pre-Sales Engineer, Solutions Consultant, or related enterprise software pre-sales professional, OR 10+ years in a client-facing Professional Services or technical consulti
• Recent hands-on programming experience or technical fluency within modern development environments using languages such as Java, JavaScript, Python, C#, or C++.
• Database proficiency (SQL, HTML, XML).
• Exceptional communication and influencing skills.
• 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 have

• Prior experience selling into the Financial Services landscape with an emphasis on 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.

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 company has been automating processes for more than 25 years.