Senior Solutions Consultant – Financial Services

This is a fully remote position, open to applicants in Massachusetts.

📋 Description

• Take charge of the technical strategy for strategic accounts and intricate sales initiatives alongside Account Executives.

• Share responsibility for maintaining pipeline health and contributing to revenue.

• Facilitate customer roadmap sessions, transformation workshops, and executive visioning discussions.

• Define, design, and execute tailored technical Proofs of Concept and Proofs of Value.

• Comprehend customer IT environments, which include core banking systems, CRM, data management, workflow solutions, AI technologies, partner solutions, and contemporary web or enterprise development systems.

• Lead technical responses and functional strategies for RFIs, RFPs, security assessments, and architectural discussions.

• Communicate customer needs to Product Management teams to shape the product roadmap.

• Mentor colleagues and conduct field enablement sessions.

• Contribute to reusable assets, blueprints, and success stories from customers.

• Act as a trusted advisor for financial service firms, partners, sales leadership, and product teams.

⛳️ Requirements

• A minimum of a Bachelor’s or Master’s degree in Computer Science, Engineering, Information Systems, Information Technology, Business Information Technology, or a closely related field.

• Over 8 years of successful experience as a Pre-Sales Engineer, Solutions Consultant, or a similar role in enterprise software pre-sales, OR more than 10 years in a client-facing Professional Services or technical consulting position deeply involved in enterprise sales scenarios.

• Recent hands-on programming experience or proficiency in Java, JavaScript, Python, C#, or C++.

• Expertise in databases, including SQL, HTML, and XML.

• Outstanding communication and influencing capabilities.

• Proven track record of conducting in-depth discovery, analyzing requirements, presenting to executives, and engaging C-level stakeholders.

• Willingness to travel up to 50% to customer sites within the assigned region.

• Previous experience selling into the Financial Services sector, focusing on Application Development Platforms, AI-driven automation, or Case Management frameworks.

• Experience in creating reusable demos, technical resources, enablement materials, or industry insights.

• Familiarity 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.

• Contributions to health savings accounts.

• Employee referral bonus program.

• Resources for learning and development.

• Training and development during onboarding.

• Dedicated mentorship and First-Friend program.

• Leadership program for new and aspiring managers.

• Specialized training through Appian University.

• Skills-based training opportunities.

• Tuition reimbursement.

• Employee-led affinity groups.

• Employee Assistance Program (EAP) offering free mental health support.

• Employee Stock Purchase Program (ESPP).

• Retirement/pension plan.

• Wellness dollars.

• Benefits for family formation.

• Certain positions may qualify for equity awards.