UiPath
Sales Engineer – Commercial Banking & Financial Services
Remote-Florida · Mid
No sponsorshipDetected 55 days ago
Machine LearningSalesProcess ImprovementCustomer SuccessCommunicationCollaborationAdaptabilityUnderwriting
About the role
- LIFE AT UIPATH The people at UiPath believe in the transformative power of automation to change how the world works.
- We're committed to creating category-leading enterprise software that unleashes that power.
- To make that happen, we need people who are curious, self-propelled, generous, and genuine.
Responsibilities
- Partner closely with sales teams to define account strategy, expand UiPath's footprint within financial services accounts, and align solutions to desired business and operational outcomes.
- Lead discovery workshops and process assessments to identify automation opportunities across banking and financial operations, quantify value realization, and develop transformation roadmaps.
- Build and deliver industry-specific demonstrations, solution architectures, and proof of value (PoV) engagements tailored to banking and financial services use cases.
- Strong analytical skills with the ability to identify operational inefficiencies and design scalable technology-driven solutions.
- Strong collaboration skills with the ability to build trusted relationships internally and externally.
Requirements
- Candidates must be authorized to work in the United States for this role.
Nice to have
- Evangelize the value that Automation and AI bring to banking and financial services organizations by combining digital workforce capabilities with advanced AI/ML technologies.
- Act as a trusted advisor to mid-market banks, credit unions, financial services firms, and fintech organizations seeking to improve operational efficiency, customer experience, compliance, and scalability.
- Serve as a thought leader around intelligent automation, operational excellence, and AI-powered transformation within the banking and financial services industry.
- Share lessons learned, best practices, and industry insights across the UiPath GTM organization.
- Experience in a customer-facing, consulting, sales engineering, or solution advisory role.
- Experience supporting banking, financial services, fintech, insurance, or highly regulated industries preferred.
- Experience leading or supporting digital transformation initiatives involving AI, automation, workflow modernization, or RPA technologies.
- Strong understanding of operational processes within banking and financial services organizations, including lending, servicing, compliance, finance operations, or customer onboarding.
Benefits
- Curiosity, adaptability, and a passion for learning emerging technologies and industry trends.
Company info
- Collaborate with Product & Engineering, Marketing, Customer Success, and partner teams to refine industry solutions, accelerators, and go-to-market strategies for financial services customers.
- Provide ongoing feedback from customers and the field to influence product innovation and improve customer outcomes.
- People who love being part of a fast-moving, fast-thinking growth company.
Visa & Work Authorization
- Candidates must be authorized to work in the United States for this role.
This listing is sourced directly from UiPath's careers page and normalized into a canonical job model.