Senior Solutions Consultant – Financial Services

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

📋 Description

• Take ownership of the technical strategy for key accounts and intricate sales initiatives as a co-seller alongside Account Executives.

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

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

• Plan, design, and execute custom technical Proofs of Concept and Proofs of Value.

• Comprehend and integrate Appian within complex enterprise IT infrastructures, 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 discussions.

• Communicate customer requirements to Product Management and influence the product roadmap accordingly.

• Mentor peers and lead field enablement training sessions.

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

• Act as a trusted advisor to financial services 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 related technical or business discipline.

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

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

• Proficiency in SQL, HTML, and XML databases.

• Outstanding communication and influencing abilities.

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

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

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

• Familiarity with application development platforms, AI-driven automation, or case management frameworks is advantageous.

• Experience in contributing reusable demos, technical resources, enablement content, or industry perspectives is a plus.

• Experience with enterprise platforms is valued.

🏝️ 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 provided during onboarding.

• Dedicated mentorship and First-Friend program.

• Leadership program and Appian University training.

• 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-forming.

• Certain positions may qualify for equity awards.

• Eligibility for commission plans for sales roles.