Senior Solutions Consultant – Financial Services

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

📋 Description

• Take ownership of the technical strategy for strategic 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 discussions about executive vision.

• Align customer objectives with Appian capabilities.

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

• Comprehend and integrate Appian into complex enterprise IT environments, encompassing core banking, CRM, data, workflow, AI, partner solutions, and development systems.

• Direct technical responses and functional strategy for RFIs, RFPs, security assessments, and architecture discussions.

• Communicate customer requirements to Product Management to shape the product roadmap.

• Mentor colleagues and lead field enablement sessions.

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

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

• A minimum of 8 years of proven experience as a Pre-Sales Engineer, Solutions Consultant, or a similar enterprise software pre-sales role, OR at least 10 years in a client-facing Professional Services or technical consulting position heavily engaged in enterprise sales scenarios.

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

• Proficiency in SQL, HTML, and XML databases.

• Exceptional communication and influencing abilities.

• Demonstrated capacity to conduct comprehensive discovery, analyze requirements, present to executives, and engage with C-level audiences.

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

• Prior experience in selling to the Financial Services sector, particularly in Application Development Platforms, AI-driven automation, or Case Management frameworks (preferred).

• Experience in contributing reusable demos, technical assets, enablement materials, or industry perspectives (preferred).

• Experience with enterprise platforms (preferred).

🏝️ Benefits

• 401(k) plan with company matching.

• 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.

• Resources for learning and development.

• Eligibility for commission plans for sales roles.

• Potential equity awards for specific positions.

• Department-specific onboarding training.

• Continuous learning and mentorship opportunities.

• First-Friend program.

• Leadership development program.

• Access to the Appian University training library.

• Skills-based training.

• Tuition reimbursement.

• Employee-led affinity groups.

• Employee Assistance Program offering free mental health support.

• Employee Stock Purchase Program (ESPP).

• Retirement/pension plan.

• Wellness dollars.

• Benefits related to family formation.

• Health coverage (benefits may vary by country).