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Appian Corporation

Industry Leader, Financial Services

Reposted 20 Days Ago
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In-Office
New York, NY
Expert/Leader
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In-Office
New York, NY
Expert/Leader
The role involves leading strategic initiatives in financial services, collaborating internally to drive customer success and software revenue growth, and engaging in presentations and marketing strategies.
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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.


The best growth-oriented organizations achieve the most when they build value propositions that connect with their markets and target industries, offer outstanding products, solutions, and services backed by an extraordinary company. We are passionate about driving digital transformation using Appian's AI Process Automation platform that enables firms to quickly build and deploy enterprise applications that deliver an outstanding customer experience, optimize operational processes and ensure effective risk and compliance controls. We work with many of the largest and most complex Financial Services firms in the world. Join our team, where you can not only grow your career, but share the success of an industry pioneer.


Appian is seeking a strategic industry expert in Financial Services for our rapidly growing business. As a member of the Industry Leads team, you will successfully collaborate across Appian to enable client success with their digital transformation efforts, while contributing to continuous growth in software revenue across both new and existing clients in the financial services market.


To be successful in this role, you need:

  • To spend time with clients, helping to evangelize new applications for our work automation software, providing strategy, and coaching our Account Executives, Industry Marketing, Solution Engineering, Sales Solution Consulting, Partner Teams, and Customer Success team

  • To help Account Executives design programs to penetrate new target accounts, deliver thought leadership across a variety of formats to generate prospect interest, and secure market awareness

  • To provide market knowledge and guidance to Appian Sales & Partner organizations to help develop the target account and solutions strategy within the respective regional Financial Services verticals

  • To lead and participate in sales presentations and follow-on education activities at prospects and customers

  • To support our marketing strategy by participating in appropriate trade shows, creating sales plays, providing insights for industry events, webinars, blogs, content pieces and our pillars and business application roadmap.

  • To participate in the bid and proposal process with both internal teams and partner organizations


Basic Qualifications:

  • Bachelor’s Degree and MBA preferred

  • 15+ years of direct experience in a leadership role at a banking or capital markets with a complete understanding of the major business drivers in financial services

  • Hands-on experience driving change and new solutions, with an emphasis on improved customer experience, regulatory effectiveness, and operational efficiency

  • Understanding of trends around digital transformation as well as the role of FinTech/RegTech and other innovations across the global banking / financial services industry.

  • Good technical aptitude to bridge between client business leaders and Appian team members

  • 40% travel is expected to clients across the region

This role is field based, primarily out of NYC.  At Appian, we value in-person collaboration as a key driver of innovation and teamwork. While working on customer sites is a priority, we believe being in the office provides more opportunities to come together and celebrate working with the exceptional people across Appian.

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 [email protected]. 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  

Top Skills

Ai Process Automation
Fintech
Regtech

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