UiPath

1 month ago

Sales Engineer – Commercial Banking & Financial Services

✓ Verified Job

Canonical indexed version, validated from employer's careers page.

Source: Company careers pageValidated by: Fursa AI

Last checked: 23 hours agoStatus: Live

Job Summary

Strategic Sales Engineer role supporting mid-market banking and financial services. You will partner with prospects and UiPath teams to identify automation opportunities across lending, underwriting, servicing, compliance, finance and risk, designing enterprise automation solutions that drive measurable business outcomes using UiPath platform capabilities and AI/ML technologies.

Location: Florida, North Carolina, Georgia, Texas

Workplace: Remote

Employment Type: Full time

Job Function: Solutions Engineering & Sales Engineering

Key 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.

Travel: Low travel

Key Requirements

•Experience in a customer-facing, consulting, sales engineering, or solution advisory role.

Experience:BankingFinancial servicesAutomationRPAAIAI/ML

Skills:CommunicationPresentationProblem-solvingCustomer-facingNegotiation

Languages:English

Tech Stack:UiPathAIMLRPAAutomationCloud

Eligibility

Work Authorization:Authorization required. Sponsorship not provided.

Company Brief

UiPath

Provides robotic process automation (RPA) software and AI-driven automation platform that enables organizations to design, deploy, and manage software robots to automate routine business processes across enterprise systems.

Industry: Enterprise Software

Company Size: Enterprise (1,001+ employees)

Revenue: USD 1B+

Growth: Public Company

Valuation: Public Company (Market Cap in USD)

Funding: IPO / Publicly Listed

Headquarters: New York, United States

Founded: 2005

Glassdoor: 4.1

Website LinkedIn

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UiPath

1 month ago

Sales Engineer – Commercial Banking & Financial Services

✓ Verified Job

Canonical indexed version, validated from employer's careers page.

Source: Company careers pageValidated by: Fursa AI

Last checked: 23 hours agoStatus: Live

Job Summary

Location: Florida, North Carolina, Georgia, Texas

Workplace: Remote

Employment Type: Full time

Job Function: Solutions Engineering & Sales Engineering

Key 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.

Travel: Low travel

Key Requirements

•Experience in a customer-facing, consulting, sales engineering, or solution advisory role.

Experience:BankingFinancial servicesAutomationRPAAIAI/ML

Skills:CommunicationPresentationProblem-solvingCustomer-facingNegotiation

Languages:English

Tech Stack:UiPathAIMLRPAAutomationCloud

Eligibility

Work Authorization:Authorization required. Sponsorship not provided.

Company Brief

UiPath

Industry: Enterprise Software

Company Size: Enterprise (1,001+ employees)

Revenue: USD 1B+

Growth: Public Company

Valuation: Public Company (Market Cap in USD)

Funding: IPO / Publicly Listed

Headquarters: New York, United States

Founded: 2005

Glassdoor: 4.1

Website LinkedIn