Note: The job is a remote job and is open to candidates in USA. UiPath is a company dedicated to the transformative power of automation in the enterprise software sector. The Sales Engineer – Commercial Banking & Financial Services role involves acting as a strategic advisor to mid-market banking and financial services organizations, helping them modernize operations through automation and AI while collaborating with sales teams to identify and implement automation opportunities.
Responsibilities
- 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
- Understand key industry trends, regulatory pressures, and operational challenges impacting banking and financial services organizations, including areas such as loan operations, KYC/AML, fraud detection, servicing, treasury operations, finance, and back-office transformation
- 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
- Collaborate with Product & Engineering, Marketing, Customer Success, and partner teams to refine industry solutions, accelerators, and go-to-market strategies for financial services customers
- 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
- Provide ongoing feedback from customers and the field to influence product innovation and improve customer outcomes
Skills
- 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
- Ability to travel up to 25%
- Candidates must be authorized to work in the United States for this role
- Experience supporting banking, financial services, fintech, insurance, or highly regulated industries preferred
- A background in consulting, sales engineering, automation programs, or financial services transformation initiatives is highly desirable
Company Overview