UiPath
Commercial Banking & Financial Services
SalesEngineer–CommercialBanking&FinancialServices
“Sales Engineer – Commercial Banking & Financial Services at UiPath. Skills: Automation, AI, Sales Engineering, Financial Services. Serve as strategic advisor. Modernize operations through Automation and AI”
What You'll Achieve.
Drive measurable business outcomes; Align automation strategies to priorities; Improve operational efficiency; Improve customer experience; Improve compliance; Improve scalability; Quantify value realization; Influence product innovation; Improve customer outcomes
Industry & Context.
Analytical skills with the ability to identify operational inefficiencies and design scalable technology-driven solutions
Ability to travel up to 25%, Authorized to work in the United States
What They're Looking For.
Must Have
Experience in a customer-facing, consulting, sales engineering, or solution advisory role, Ability to understand technical landscapes and architect enterprise-grade automation solutions, Demonstrated ability to simplify complex technical concepts and communicate measurable business value, 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
Nice to Have
Experience supporting banking, financial services, fintech, insurance, or highly regulated industries, Experience leading or supporting digital transformation initiatives involving AI, automation, workflow modernization, or RPA technologies, A background in consulting, sales engineering, automation programs, or financial services transformation initiatives is highly desirable
What You'll Do.
Serve as strategic advisor
Modernize operations through Automation and AI
Partner with prospects and customers
Identify automation opportunities
Design innovative solutions
Secure technical wins
Evangelize value of Automation and AI
Act as trusted advisor
Understand industry trends
Partner closely with sales teams
Lead discovery workshops
Build and deliver demonstrations
Collaborate with Product & Engineering
Serve as thought leader
Share lessons learned
Provide ongoing feedback
How You'll Work.
Team & Collaboration
Partner with prospects, customers, and UiPath sales organization; Collaborate with Product & Engineering, Marketing, Customer Success, and partner teams; Build trusted relationships internally and externally
Communication Scope
Excellent verbal and written communication skills; Ability to present complex concepts to both technical and executive business audiences
Process & Methodology
Develop transformation roadmaps
Applying for this Sales Engineer – Commercial Banking & Financial Services role?
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