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Senior Sales Solutions Consultant - Financial Services

AppianNew York, NY

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Job Description

Here at Appian, our core values of Respect, Work to Impact, Ambition, and Constructive Dissent & Resolution define who we are. In short, this means we constantly seek to understand the best for our customers, we go beyond completion in our work, we strive for excellence with intensity, and we embrace candid communication. These values guide our actions and shape our culture every day. When you join Appian, you'll be part of a passionate team that's dedicated to accomplishing hard things.

SC 2.0 is the engine powering our vision. Appian's Solutions Consulting team is in the midst of an exciting transformation-redefining what it means to be a trusted advisor in today's fast-paced, mission-driven environment. Our SCs don't just demo features-they tell stories, co-create with customers, and help shape strategy with technical credibility and business insight. Read More About SC 2.0 Here

You can listen to our Global SC leader, Gregg Aldana discuss SC 2.0 here

Appian's Game Changing Solutions Consulting Team - Do you enjoy solutioning with an award winning technology? Do you like working alongside the smartest and most creative people in the tech industry? Ready to take your career to the next level and have a tremendous amount of fun in the process? Come and join one of the most exciting, energetic and emerging areas of Appian that is poised to fuel the next stage of growth of this ambitious company and your career: Solutions Consulting. The Global Solutions Consulting organization at Appian is a team like no other out there. We are self-starters that are passionate about our mission and are redefining what it means to work in the Pre-Sales or Sale Engineering profession. Whether you are a seasoned veteran of Solution Consulting for many years or looking to pursue a new career in this area, this is THE TEAM…..THE COMPANY and THE MOVEMENT you want to be a part of. Appian Solution Consulting starts with the "Why" behind the mission critical solutions that are driving success for our customers. Through a combination of creative persona-based storytelling, technical solutioning, and business consulting, Appian's Solution Consultant's are the driving force behind helping customers understand the business value that Appian's technology can provide during the sales cycle and beyond. Appian's Solution Consultants are the trusted advisors for customers, partners, sales, product, marketing and the company's leadership. Join this exciting team today to begin fueling your career!

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 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

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