Senior Solutions Consultant - Financial Services

Appian

New York (NY)

On-site

USD 125,000 - 250,000

Full time

14 days+

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Benefits offered by this job

401(k) plan with company match
Flexible time off
Paid parental leave
Medical, dental, and vision plans
Life and disability insurance
Wellness programs
Learning and development resources

Job summary

Appian is seeking an experienced Pre-Sales Engineer to leverage deep expertise in the Financial Services industry. Candidates will engage with clients, translating complex challenges into impactful solutions using Appian products.

Requirements include a Bachelor's or Master's degree and extensive experience in enterprise sales or consulting with a focus on Financial Services. The position offers a competitive salary ranging from $125,000 to $250,000 USD.

Qualifications

  • 5+ years experience as a Pre-Sales Engineer or 6+ years in a consulting role focused on Financial Services.
  • Ability to discuss technical elements with product teams.
  • Up to 70% travel required.

Responsibilities

  • Translate Financial Services challenges into Appian solutions.
  • Respond to RFIs/RFPs with technical depth.
  • Create innovative solutions for complex challenges.
  • Conduct requirements analysis and customer interactions.

Skills

Financial Services expertise
Enterprise software sales experience
Technical problem-solving skills
Strong communication skills

Education

Bachelor's or Master's degree in related field

Tools

Application servers
Web servers
Databases

Job description

Responsibilities
  • Deep and recent expertise in the Financial Services (FS) Industry domain. You must speak the language of FS executives, understand their core business challenges (e.g., regulatory compliance, risk management, customer onboarding, loan origination, tokenization), and translate those into high-impact Appian solutions.
  • Experience working in an enterprise software sales position or a client-facing technology advisory role within a Financial Services institution or ISV (e.g., in transformation, architecture, or strategy).
  • Technical depth to respond to all functional and technical elements of RFIs/RFPs.
  • Ability to strategically problem solve by thinking outside of the box to create innovative solutions that address complex FS challenges.
  • Possesses technical expertise to identify how Appian can fit into the bigger organizational.
  • Strong verbal and written communication skills; experience with customer interaction, requirements analysis, and presentations.
  • Ability to have technical discussions with Appian’s product team.
  • Familiarity with production environments (application servers, web servers, databases).
Basic Qualifications
  • Bachelor's or Master's degree in Information Systems, Engineering, Computer Science, or a related field or equivalent experience.
  • 5+ years as a successful Pre-Sales Engineer or 6+ years in a Professional Services/Consulting role, with a significant focus (3+ years) in the Financial Services Industry.
  • Up to 70% travel to customer locations throughout the assigned region.
Compensation & Benefits

The base salary range per provided represents a good faith and reasonable estimate of the range at the time of posting. Actual compensation will be dependent on a number of factors including, but not limited to, the candidate’s relevant work experience, qualifications, internal peer equity, and market and business conditions that exist when extending an offer. Sales roles may be eligible to participate in a commission plan subject to the terms of the applicable plans and policies.

In addition, Appian provides generous benefits offerings that include a 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, health savings account contributions, an employee referral bonus program, and learning and development resources. Certain positions may be eligible for equity awards.

Pay and benefits are subject to change at any time, consistent with the terms of any applicable compensation, commission, bonus, or benefit plans.

Base Salary Range: $125,000 – $250,000 USD

Equal Opportunity Statement

Appian is an equal opportunity employer that strives to attract and retain the best talent. All qualified applicants will receive consideration for employment without regard to any characteristic protected by applicable federal, state, or local law.

Appian provides reasonable accommodations to applicants in accordance with all applicable laws. If you need a reasonable accommodation for any part of the employment process, please contact us by email at ReasonableAccommodations@appian.com. Please note that only inquiries concerning a request for reasonable accommodation will be responded to from this email address.

Appian's Applicant & Candidate Privacy Notice.

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