Sales Engineer – Commercial Banking & Financial Services

About this role

The Sales Engineer in Commercial Banking & Financial Services at UiPath will act as a strategic advisor to mid-market banking organizations, driving modernization through Automation and AI solutions. This remote role involves collaboration with sales teams, industry insights sharing, and designing tailored automation strategies to enhance operational efficiency and customer experience.

What you'll do

• Promote the benefits of Automation and AI in financial services.
• Advise banks and financial firms on improving operations and compliance.
• Identify automation opportunities through workshops and assessments.
• Collaborate with sales on account strategies and solutions.
• Deliver industry-specific demonstrations and solution architectures.
• Influence product innovation with customer feedback.

What they're looking for

• Customer-facing experience in consulting or sales engineering.
• Knowledge of banking and financial services operations.
• Experience in digital transformation and automation technologies.
• Strong analytical and communication skills.
• Ability to simplify technical concepts for diverse audiences.
• Understanding of Lean principles and process improvement.
• Strong collaboration and relationship-building abilities.
• Curiosity and adaptability towards new technologies.