Senior Solutions Consultant - Financial Services

Senior Solutions Consultant - Financial Services

New York, New York

Appian values of Excellence and Intensity guide our work. We set high standards, care about quality, and hold ourselves and each other accountable to achieve the best results. You'll be part of a passionate team dedicated to accomplishing hard things together.

SC 2.0 powers our vision. Our Solutions Consulting team is transforming to redefine what it means to be a trusted advisor in today's fast-paced environment. Our SCs don't just demo features—they tell stories, co-create with customers, and shape strategy with technical credibility and business insight.

You can listen to our Global SC leader discuss SC 2.0 here.

To be successful in this role, you need :

• Deep and recent expertise in the Financial Services (FS) Industry domain. You must speak the language of FS executives, understand core business challenges (e.g., regulatory compliance, risk management, customer onboarding, loan origination, tokenization), and translate those into high-impact Appian solutions.
• A proven track record as a trusted technical business advisor , with engagement with executive-level stakeholders (VP, SVP, C-suite) to co-create long-term strategic roadmaps
• Executive-level presentation and storytelling skills . Ability to craft and deliver compelling business cases that articulate the business value and ROI of Appian solutions, beyond feature-centric demonstrations.
• Experience in an enterprise PreSales position OR a client-facing technology advisory role within a FS institution or ISV (transformation, architecture, or strategy).
• Experience leading and navigating complex, multi-stakeholder RFx / RFP processes , serving as the technical lead
• Ability to strategically problem solve by thinking outside the box to create innovative FS solutions.
• Architectural expertise to identify how Appian fits into the bigger organizational strategy and technical ecosystem.
• Strong verbal and written communication skills ; experience with executive customer interaction , requirements analysis, and compelling business presentations
• Foundational understanding of the application development lifecycle and enterprise production environments (application servers, web servers, databases, cloud architecture, DevOps).
• Bachelor's or Master's degree in Information Systems, Engineering, Computer Science, or related field
• 5+ years as a Pre-Sales Engineer or 6+ years in a Professional Services / Consulting role , with a 3+ year focus in Financial Services
• Proven, measurable success in a quota-carrying role , with contributions to revenue growth and account expansion within FS.

Up to 70% travel to customer locations within the assigned region.

Tools and Resources

About Appian

Appian is a software company that automates business processes. The Appian AI-Powered Process Platform helps design, automate, and optimize complex processes. For more information, visit appian.com. (Nasdaq : APPN)

Appian is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to any protected characteristic under applicable law.

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