Senior Solutions Consultant – Financial Services

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

📋 Description

• Take ownership of the technical strategy for key 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 meetings.

• Align customer goals with Appian's capabilities.

• Oversee the scoping, design, and implementation of tailored technical Proofs of Concept and Proofs of Value.

• Comprehend and incorporate Appian into complex enterprise IT frameworks, including core banking, CRM, data, workflow, AI, partner solutions, and modern web or enterprise development systems.

• Direct technical responses and formulate functional strategies for RFIs, RFPs, security assessments, and architectural dialogues.

• Communicate customer needs to Product Management and help shape Appian's product roadmap.

• Mentor colleagues, lead field enablement sessions, and provide reusable assets, blueprints, and customer success narratives.

⛳️ Requirements

• A minimum of a Bachelor’s or Master’s degree in Computer Science, Engineering, Information Systems, Information Technology, Business Information Technology, or a similar technical or business discipline.

• At least 8 years of proven experience as a Pre-Sales Engineer, Solutions Consultant, or a comparable role in enterprise software pre-sales; OR a minimum of 10 years in a client-facing Professional Services or technical consulting role deeply involved in enterprise sales contexts.

• Recent hands-on programming expertise or technical proficiency in modern development environments utilizing Java, JavaScript, Python, C#, or C++.

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

• Outstanding communication and influencing abilities.

• Demonstrated capacity to conduct in-depth discovery, analyze requirements, present to executives, and engage C-level stakeholders.

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

• Preferred experience in financial services, application development platforms, AI-driven automation, or case management.

• Experience in contributing reusable demos, technical resources, enablement materials, or industry insights is preferred.

• Experience with enterprise platforms is valued.

🏝️ Benefits

• 401(k) plan with company match.

• Flexible time off.

• Paid parental leave.

• Medical, dental, and vision insurance plans.

• Life insurance.

• Disability insurance.

• Wellness programs.

• Flexible spending accounts.

• Contributions to health savings accounts.

• Employee referral bonus program.

• Access to learning and development resources.

• Eligibility for commission plans for sales positions.

• Equity awards may be available for certain roles.

• Department-specific onboarding training.

• Dedicated mentorship and First-Friend program.

• Leadership training for new and aspiring managers.

• Specialized department training through Appian University.

• Skills-based training.

• Tuition reimbursement.

• Employee-led affinity groups.

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

• Employee Stock Purchase Program (ESPP).

• Retirement and pension plans.

• Wellness dollars.

• Family-forming benefits.