Sales Engineer - Banking and Financial Services

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. People who love being part of a fast-moving, fast-thinking growth company. And people who care—about each other, about UiPath, and about our larger purpose.

Could that be you?

Your mission

In the Sales Engineer - banking and financial services, you will act as a strategic advisor to prospects, customers, and the UiPath salesforce with a focus on Banking and Financial Services customers. You will uncover the value that Automation and AI can bring to existing business processes, and to design new processes using UiPath platform capabilities. You will help secure the technical win and identify high value uses of our technology within our customer base by collaborating with and orchestrating necessary resources throughout the customer lifecycle.

What you'll do at UiPath

• Evangelize the value that Automation brings to businesses by combining digital workforce with the exponential power of AI/ML capabilities

• Understand industry challenges, headwinds, and the opportunities it creates for businesses

• Partner with sales team to define account strategy, ideate on growing our solution footprint with our customers, and identify desired business outcomes

• Build and deliver industry specific demos and proof of value (PoV) for prospects and customers

• Conduct process discovery sessions to understand how work gets done currently, build a backlog of potential automation opportunities, and quantify the value that can be unlocked

• Work closely with Product & Engineering, Marketing, and Customer Success teams to channel customer feedback and continually refine UiPath offerings

• Share lessons learned and best practices with other members of the UiPath GTM team

• Provide a feedback loop into our product teams to include continual innovation and improved customer satisfaction

What you'll bring to the team

• A background in domain knowledge in Banking, Financial Services, and/or Insurance (BFSI)

• An understanding of technical landscapes and the ability to architect complex solutions

• Demonstrated experience of simplifying and communicating complex concepts to a technical and business audience

• Ability to empathize with co-workers and customers

• Curiosity to learn and master your craft

• Coachable and willing to learn to adapt to a changing environment

• Experience working with Global 2000 enterprises – solving their problems with technology

• A background in consulting, sales engineering, or running automation programs

• Ability to travel 20-25%

#LI-KS6

Maybe you don’t tick all the boxes above—but still think you’d be great for the job? Go ahead, apply anyway. Please. Because we know that experience comes in all shapes and sizes—and passion can’t be learned.

Many of our roles allow for flexibility in when and where work gets done. Depending on the needs of the business and the role, the number of hybrid, office-based, and remote workers will vary from team to team. Applications are assessed on a rolling basis and there is no fixed deadline for this requisition. The application window may change depending on the volume of applications received or may close immediately if a qualified candidate is selected.

We value a range of diverse backgrounds, experiences and ideas. We pride ourselves on our diversity and inclusive workplace that provides 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. Additionally, UiPath provides reasonable accommodations for candidates on request and respects applicants' privacy rights. To review these and other legal disclosures, visit our privacy policy.