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Appian Corporation

via Greenhouse

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Pre-sales Engineer, Financial Services (Remote)

Anywhere
full-time
Posted 10/15/2025
Direct Apply
Key Skills:
Financial Services
Solution Consulting
Technical Solutioning
Business Consulting
Regulatory Compliance
Risk Management
Customer Onboarding
Loan Origination
Tokenization
Verbal Communication
Written Communication
Requirements Analysis
Presentations
Problem Solving
Application Servers
Web Servers
Databases

Compensation

Salary Range

$Not specified

Responsibilities

The Pre-sales Engineer will work closely with customers to understand their business challenges and translate those into high-impact Appian solutions. They will act as trusted advisors, helping customers recognize the business value of Appian's technology during the sales cycle and beyond.

Requirements

Candidates must have deep expertise in the Financial Services industry and experience in enterprise software sales or client-facing technology advisory roles. A bachelor's or master's degree in a related field and at least 5 years of experience in a Pre-Sales Engineer role or 6 years in a consulting role with a focus on Financial Services is required.

Full Description

Here at Appian, our values of Intensity and Excellence define who we are. We set high standards and live up to them, ensuring that everything we do is done with care and quality. We approach every challenge with ambition and commitment, holding ourselves and each other accountable to achieve the best results. When you join Appian, you’ll be part of a passionate team dedicated to accomplishing hard things, together. 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 #LI-MB1 Tools and Resources Training and Development: During onboarding, we focus on equipping new hires with the skills and knowledge for success through department-specific training. Continuous learning is a central focus at Appian, with dedicated mentorship and the First-Friend program being widely utilized resources for new hires. Growth Opportunities: Appian provides a diverse array of growth and development opportunities, including our leadership program tailored for new and aspiring managers, a comprehensive library of specialized department training through Appian University, skills based training, and tuition reimbursement for those aiming to advance their education. This commitment ensures that employees have access to a holistic range of development opportunities. Community: We’ll immerse you into our community rooted in respect starting on day one. Appian fosters inclusivity through our 8 employee-led affinity groups. These groups help employees build stronger internal and external networks by planning social, educational, and outreach activities to connect with Appianites and larger initiatives throughout the company. About Appian Appian is a software company that automates business processes. The Appian AI-Powered Process Platform includes everything you need to design, automate, and optimize even the most complex processes, from start to finish. The world's most innovative organizations trust Appian to improve their workflows, unify data, and optimize operations—resulting in better growth and superior customer experiences. For more information, visit appian.com. [Nasdaq: APPN] Follow Appian: LinkedIn. 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

This job posting was last updated on 10/16/2025

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