Overview
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.
We are seeking a Strategic Industry Expert in Financial Services to join our growing Industry Leads team. In this high-impact role, you will leverage your deep Financial Services expertise to drive digital transformation value for clients. You will collaborate across internal teams (sales, marketing, partners, and product) to develop industry-specific go to market strategies and plays, and engage with senior financial services leaders to expand Appian’s presence in the market. This role has a significant strategic and customer-centric focus – you\'ll help shape go-to-market plans and ensure our offerings align with key industry trends and client needs.
Travel: Approximately 40% travel is required to client sites and industry events.
Locations: Eligible base locations include the United States, United Kingdom (London), Germany (Frankfurt), Switzerland (Zurich), or Spain (Madrid).
Responsibilities
* Client Engagement & Evangelism: Spend substantial time with Financial Services clients to identify opportunities for Appian’s AI in Process automation software. Evangelize new use cases, provide strategic guidance on digital transformation, and serve as a trusted advisor. Coach internal teams on industry strategy and client engagement best practices.
* Thought Leadership & Market Awareness: Design and support programs with Account Executives to penetrate new target accounts. Deliver thought leadership content that generates prospect interest and raises Appian’s profile in the financial services industry. Help secure broader market awareness of Appian’s value proposition in this sector.
* Strategic Sales Support: Provide market knowledge and industry insight to Appian’s Sales and Partner organizations. Guide the development of target account strategies and tailored solution roadmaps within the Financial Services vertical. Influence how we position Appian’s platform to address banking, capital markets and financial intermediaries challenges, ensuring alignment with major industry drivers.
* Go To Market Presentations & Enablement: Lead and participate in high-stakes sales presentations, demos, and follow-up educational workshops for prospects and customers. Articulate Appian’s value to executive stakeholders and ensure their requirements are addressed throughout the sales process.
* Marketing & Industry Events: Represent the company at key industry events and trade shows e.g. Sibos. Provide insights for webinars, blog posts, and other content marketing efforts. Act as an industry ambassador, sharing trends and feedback that can influence Appian’s product pillars and financial services solution roadmap.
* Bid & Proposal Collaboration: Play an active role in the RFP/bid and proposal process. Work with internal bid teams and partner organizations to craft industry-relevant proposals that address prospective clients’ regulatory, customer experience, and operational needs.
Qualifications
* Education: Bachelor’s degree required; MBA or other advanced degree preferred.
* Industry Experience: 15+ years in the financial services sector, with leadership roles in banking or capital markets.
* Transformation Track Record: Proven experience leading innovation or change initiatives delivering new solutions with focus on customer experience, regulatory compliance/effectiveness, and operational efficiency. Appian experience is a plus.
* Industry Insight: Strong grasp of digital transformation trends in Financial Services, including FinTech/RegTech and AI.
* Technical Aptitude: Ability to bridge business and technology; understand Appian’s platform and communicate its benefits to business leaders.
* Travel Ability: Willingness to travel approximately 40% of the time to client sites and industry events (domestically and internationally).
* Location: Based in or willing to relocate to United States, United Kingdom, Frankfurt, Zurich, or Madrid.
Join
Join Appian’s Industry team and be at the forefront of transforming the Financial Services industry through technology innovation. If you are passionate about helping financial institutions achieve new levels of agility and efficiency, we encourage you to apply and become a key driver of our clients’ digital transformation success.
Tools and Resources
* Training and Development: Onboarding focuses on the skills and knowledge for success through department-specific training. Continuous learning is a central focus at Appian, with mentorship and the First-Friend program as widely utilized resources for new hires.
* Growth Opportunities: Leadership program for new and aspiring managers, Appian University training, skills-based training, and tuition reimbursement to support education goals.
* Community: Inclusive culture with 8 employee-led affinity groups that build networks and support activities.
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. 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 protected characteristics.
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.
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