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Appian

Builds software that automates business processes

Senior Solutions Consultant - Financial Services

Pre-Sales Solution EngineeringConfirmed live in the last 24 hours
Full-timeRemote in USA

About the Job

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 field is required.
  • At least 8 years of successful experience as a Pre-Sales Engineer, Solutions Consultant, or related enterprise software pre-sales professional, or at least 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 Java, JavaScript, Python, C#, or C++, alongside database proficiency in SQL, HTML, and XML.
  • 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.

Responsibilities

  • Own the technical strategy for strategic accounts and complex sales campaigns, acting as a co-seller with Account Executives and 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 high-quality custom technical Proof of Concepts and Proof of Values with executive sponsorship and clear success criteria.
  • Understand customer IT landscapes, including core banking systems, customer relationship management, data, workflow, artificial intelligence, partner solutions, and modern web or enterprise development systems, to integrate Appian into complex enterprise environments.
  • Direct the technical response and functional strategy for complex functional and technical elements of RFIs, RFPs, security reviews, and architecture discussions.
  • Convey real-world customer requirements directly to core Product Management teams, serving as a feedback loop to influence Appian's long-term product roadmap.
  • Coach peers, lead field enablement sessions, and contribute strategic reusable assets, blueprints, and customer success stories to scale best practices.

Desired Qualifications

  • Prior experience selling into the Financial Services landscape, emphasizing 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.

About the Company

Appian

Builds software that automates business processes

Appian builds software that banks, insurers, government agencies and other heavily regulated organizations use to automate complex work, such as onboarding clients, settling claims and reviewing grant applications. In 2001, it built Army Knowledge Online, a web portal for US Army personnel that was then considered the world's largest intranet. Customers' developers build apps by connecting visual building blocks instead of writing much code, while a data fabric links records across their existing systems without migrating them and AI agents read documents and handle routine steps. Customers pay subscription fees, mostly for software that Appian runs in its own cloud. Appian was founded in 1999 and is based in McLean, Virginia.

Company size
1,001-5,000
Company stage
IPO
Headquarters
McLean, VA
Founded
1999

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