Sales Engineer – Commercial Banking, Financial Services

🕒 May 27

🐊 Florida, North Carolina, +1 more states – Remote

🐊 Florida – Remote 🌲 North Carolina – Remote 🤠 Texas – Remote

⏰ Full Time

🟡 Mid-level

🟠 Senior

💸 Sales Engineer

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UiPath

WebsiteLinkedInAll Job Openings

1001 - 5000 employees

Founded 2005

🤖 Artificial Intelligence

🤝 B2B

☁️ SaaS

Artificial Intelligence • B2B • SaaS

UiPath is a leading enterprise automation platform that specializes in Robotic Process Automation (RPA) and artificial intelligence to streamline repetitive tasks and enhance operational efficiency. By leveraging advanced AI technology, UiPath enables companies across various sectors to automate their workflows, allowing them to focus on more strategic initiatives. Their solutions empower organizations to improve productivity, reduce costs, and transform their business processes through intelligent automation.

📋 Description

• 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.

🎯 Requirements

• 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.

🏖️ Benefits

• 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.