Senior Solutions Consultant – Financial Services

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

📋 Description

• Take charge of the technical strategy for significant accounts and intricate sales initiatives as a collaborative partner with Account Executives.

• Share responsibility for the health of the pipeline and contribution to revenue.

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

• Align customer goals with Appian’s capabilities.

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

• Navigate customer IT ecosystems, including core banking systems, CRM, data management, workflow, AI, partner solutions, and contemporary web or enterprise development platforms.

• Direct technical responses and strategic functionality for RFIs, RFPs, security assessments, and architectural discussions.

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

• Mentor colleagues and lead field enablement workshops.

• Develop reusable assets, blueprints, and customer success narratives to promote best practices.

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

⛳️ Requirements

• 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.

• Over 8 years of successful experience as a Pre-Sales Engineer, Solutions Consultant, or an equivalent role in enterprise software pre-sales, or over 10 years in a client-facing Professional Services or technical consulting capacity with significant involvement in enterprise sales situations.

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

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

• Outstanding communication and influencing capabilities.

• Demonstrated ability to perform thorough discovery, analyze requirements, present to executives, and engage with C-level audiences.

• Willingness to travel up to 50% to customer locations within the designated region.

• Previous experience in selling within the Financial Services sector is preferred.

• Familiarity with Application Development Platforms, AI-enabled automation, or Case Management frameworks is preferred.

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

• Experience with enterprise platforms is valuable.

🏝️ Benefits

• 401(k) plan with company matching.

• Flexible time off.

• Paid parental leave.

• Medical, dental, and vision coverage.

• 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 provided during onboarding.

• Dedicated mentorship and First-Friend program.

• Leadership program and 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.

• Family-forming benefits.

• Certain positions may qualify for equity awards.

• Opportunities for remote and field work.