Senior Solutions Consultant - Financial Services

The Solutions Consulting organization at Appian sits at the vital center of our global commercial engine, bridging the gap between sophisticated enterprise business needs and cutting-edge platform capabilities to secure the technical win. As a Senior Solutions Consultant, you will step into a highly visible, strategic role serving as the trusted advisor for financial services firms, partners, sales leadership, and product teams. This is a game-changing opportunity to own account strategy and technical orchestration for strategic opportunities, translating intricate financial services requirements directly into groundbreaking technical solutions that fuel our next stage of hyper-growth within our Enterprise-Grade Orchestration ecosystem.

Responsibilities

Own the technical strategy for strategic accounts and complex sales campaigns, acting as a co-seller with Account Executives sharing accountability for pipeline health and revenue contribution; Lead customer roadmap sessions, transformation workshops, and executive visioning discussions to connect customer objectives to Appian capabilities; Lead the scoping, design, and delivery of custom technical Proof of Concepts (POCs) and Proof of Values (POVs) with executive sponsorship and clear success criteria; Understand customer IT landscapes including core banking systems, CRM, data, workflow, AI, partner solutions, and modern web or enterprise development systems to integrate Appian into complex enterprise environments; Direct the technical response and functional strategy for RFIs, RFPs, security reviews, and architecture discussions; Convey real-world customer requirements to Product Management teams to influence Appian's long-term product roadmap; Coach peers, lead field enablement sessions, and contribute strategic reusable assets, blueprints, and customer success stories

Requirements

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 field; 8+ years of successful experience as a Pre-Sales Engineer, Solutions Consultant, or related enterprise software pre-sales professional, OR 10+ years in a client-facing Professional Services or technical consulting role heavily involved in enterprise sales scenarios; Recent hands-on programming experience or technical fluency within modern development environments using languages such as Java, JavaScript, Python, C#, or C++; Database proficiency (SQL, HTML, XML); Exceptional communication and influencing skills with a proven ability to conduct deep discovery, analyze requirements, present to executives, and engage C-level audiences; Willingness to travel up to 50% to customer locations throughout the assigned region

Nice to have

Prior experience selling into the Financial Services landscape with an emphasis on Application Development Platforms, AI-enabled automation, or Case Management frameworks; Experience contributing reusable demos, technical assets, enablement content, or industry points of view; Experience with enterprise platforms

Benefits

401(k) plan with company match; Flexible time off; Paid parental leave; Medical, dental, and vision plans; Life and disability insurance; Wellness programs; Flexible spending accounts; Health savings account contributions; Employee referral bonus program; Learning and development resources; Employee Assistance Program (EAP) with free mental health support; Employee Stock Purchase Program (ESPP); Retirement/pension plan; Wellness dollars; Tuition reimbursement; Family-forming benefits; Certain positions may be eligible for equity awards; Sales roles may be eligible for a commission plan