Senior Advisory Solution Consultant - Financial Services / Banking

About the role

At Appian, we uphold values of intensity and excellence, driving us to achieve high standards in all our endeavors. Our team is dedicated to overcoming challenges collaboratively, ensuring accountability and quality in our work. Joining Appian means becoming part of a committed group focused on delivering impactful solutions that help clients transform their operations. As a Senior Advisory Solution Consultant specializing in Financial Services and Banking, you will play a pivotal role in engaging with major clients, understanding their technical needs, and demonstrating how our platform can address their most complex challenges. This position requires a blend of technical expertise, strategic thinking, and excellent communication skills to effectively bridge the gap between client requirements and our solutions. You will work closely with sales teams, technical teams, and clients to craft tailored solutions that drive revenue growth and foster long-term relationships. The role offers an exciting opportunity to influence the digital transformation initiatives of leading financial institutions across the UK and Ireland, contributing to innovative projects and establishing yourself as a trusted technical advisor in the industry.

Key facts

What you'll do

• Collaborate closely with Account Executives to develop strategies and achieve sales targets within the Financial Services, Banking, and Capital Markets sectors across the UK and Ireland.
• Manage all technical aspects of the sales process, including conducting technical discovery sessions, understanding client pain points, and translating these into tailored solutions.
• Lead technical presentations and demonstrations that showcase the capabilities of the Appian platform, emphasizing how it can solve specific client challenges.
• Prepare comprehensive technical responses for Requests for Proposals (RFPs), Requests for Information (RFIs), and other formal submissions, ensuring clarity and alignment with client needs.
• Develop proof-of-concept applications that demonstrate the value of Appian's platform in real-world scenarios, addressing complex client requirements and showcasing potential ROI.
• Communicate technical details and business benefits effectively to both technical and non-technical stakeholders, including C-level executives and decision-makers.
• Represent Appian at industry conferences, seminars, and client events to promote the platform's capabilities and build brand awareness within the financial services community.
• Establish and nurture long-term relationships with technical teams and decision-makers at target accounts, acting as a trusted advisor and technical resource.
• Work collaboratively with internal teams such as product management, engineering, and customer success to gather resources, address client concerns, and ensure successful deal closure.
• Stay updated on industry trends, regulatory changes, and competitive landscape within the financial services sector to provide relevant insights and maintain a competitive edge.
• Assist in developing sales tools, technical collateral, and best practices to streamline the technical sales process and improve overall team effectiveness.
• Provide feedback from clients and prospects to internal teams to influence product development and improve solution offerings.

Requirements

• Proven experience in selling to Financial Services, Banking, or Capital Markets organizations, with a track record of success in complex enterprise sales.
• Bachelor's degree in Computer Science, Engineering, or a related technical discipline; advanced degrees are a plus.
• Minimum of 10 years of experience as a Solutions Consultant, Sales Engineer, or a similar technical sales role within enterprise software or SaaS environments.
• Hands-on technical experience, ideally as a Software Engineer, Technical Consultant, or similar role, with a solid understanding of software development and architecture.
• Demonstrated ability to act as a trusted partner to sales teams, sharing responsibility for account planning, revenue targets, and client success.
• Strong technical knowledge to handle in-depth functional and technical questions, including experience with APIs, application servers, databases, and integration points.
• Familiarity with large Financial Services, Banking, and Insurance organizations, understanding their unique regulatory and operational challenges.
• Excellent presentation and communication skills, capable of translating complex technical concepts into clear, compelling narratives for diverse audiences.
• Ability to work independently and collaboratively in a fast-paced, dynamic environment, managing multiple priorities effectively.
• Willingness to travel approximately 30% of the time within the UK and Ireland to meet clients and attend industry events.
• Knowledge of ITAR regulations and ability to work within compliance frameworks is a plus.
• Fluency in English; additional language skills are advantageous but not required.

Nice to have

• Experience working with cloud platforms such as AWS, Azure, or Google Cloud.
• Familiarity with enterprise architecture, microservices, and modern integration techniques.
• Prior experience working in a regulated environment, such as financial services, with an understanding of compliance requirements.
• Knowledge of Appian's platform features and capabilities, or similar low-code platforms, is beneficial.
• Existing network within the Financial Services and Banking sectors in the UK and Ireland.

Skills & tools

• Strong technical sales and solution development skills.
• Excellent verbal and written communication abilities for engaging with technical and executive audiences.
• Ability to develop and deliver compelling proof-of-concept applications and demonstrations.
• Skilled in preparing technical proposals, RFP responses, and presentations.
• Familiarity with APIs, application servers, databases, and enterprise integration tools.
• Proficiency in managing multiple client engagements and technical projects simultaneously.
• Ability to quickly learn and adapt to new technologies and industry trends.

Practical notes

• This role requires residency in the UK, specifically in or near London, to facilitate on-site client meetings and internal collaboration.
• The position involves a hybrid engagement model, with a weekly presence in the office and travel as needed.
• The salary range for this role is between £75,000 and £150,000 GBP, depending on experience and qualifications.
• Benefits may include health insurance, life and disability coverage, Employee Assistance Program, stock purchase options, tuition reimbursement, and family-forming benefits. These benefits are provided by Appian and may vary by location.
• Candidates interested in this opportunity should contact the Talent Acquisition Specialist for more information regarding benefits, application procedures, and any additional questions.
• The role offers an excellent opportunity for professionals with a strong technical background and experience in financial services to influence digital transformation initiatives and work with leading clients in the industry.
• Candidates should be prepared to demonstrate their technical expertise, client engagement skills, and ability to develop tailored solutions during the interview process.