Sales Engineer – Commercial Banking, Financial Services

🕒 Maio 27

🗣️🇺🇸🇬🇧 Inglês obrigatório

RPA

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Logo of UiPath

UiPath

1001 - 5000 funcionários

Fundada em 2005

🤖 Inteligência Artificial

🤝 B2B

☁️ SaaS

Artificial Intelligence • B2B • SaaS

A UiPath é uma plataforma líder de automação empresarial, especializada em Automação Robótica de Processos (RPA) e Inteligência Artificial (IA) para simplificar tarefas repetitivas e elevar a eficiência operacional. Ao aproveitar tecnologias avançadas de IA, a UiPath permite que empresas de diversos setores automatizem seus fluxos de trabalho, para que possam focar em iniciativas mais estratégicas. Suas soluções capacitam as organizações a aumentar a produtividade, reduzir custos e transformar processos de negócios por meio de automação inteligente.

Descrição

• Serve as a strategic advisor to mid-market banking and financial services organizations. • Help customers modernize operations through Automation and AI. • Partner with prospects, customers, and the UiPath sales organization to identify opportunities across lending, underwriting, servicing, compliance, finance, risk, and customer operations. • Design innovative solutions leveraging the UiPath platform. • Help secure technical wins by aligning automation strategies to operational, regulatory, and customer experience priorities. • Evangelize the value that Automation and AI bring to banking. • Act as a trusted advisor to mid-market banks, credit unions, financial services firms, and fintech organizations. • Understand key industry trends, regulatory pressures, and operational challenges impacting banking and financial services organizations. • Partner closely with sales teams to define account strategy and expand UiPath’s footprint. • Lead discovery workshops and process assessments to identify automation opportunities. • Build and deliver industry-specific demonstrations, solution architectures, and proof of value engagements tailored to banking and financial services use cases. • Collaborate with Product & Engineering, Marketing, Customer Success, and partner teams.

🎯 Requisitos

• 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. • Strong analytical skills with the ability to identify operational inefficiencies and design scalable technology-driven solutions. • Excellent verbal and written communication skills with the ability to present complex concepts to both technical and executive business audiences. • Ability to understand technical landscapes and architect enterprise-grade automation solutions. • Demonstrated ability to simplify complex technical concepts and communicate measurable business value. • Knowledge of Lean principles, operational excellence, and continuous process improvement methodologies. • Strong collaboration skills with the ability to build trusted relationships internally and externally. • Curiosity, adaptability, and a passion for learning emerging technologies and industry trends. • A background in consulting, sales engineering, automation programs, or financial services transformation initiatives is highly desirable. • Ability to travel up to 25%. • Candidates must be authorized to work in the United States for this role.

🏖️ Benefícios

• Equal opportunities to all persons regardless of age, race, color, religion, sex, sexual orientation, gender identity, and expression, national origin, disability, neurodiversity, military and/or veteran status, or any other protected classes. • Reasonable accommodations for candidates on request. • Diversity and inclusive workplace.

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