Senior Sales Engineer – Banking and Financial Services

UiPath

. Own the solution side of the sales process across the full cycle, from qualification through close and expansion .

Posted 4/9/2026full-timeRemote • Florida, North Carolina, Texas • 🇺🇸 United StatesSeniorWebsite

Tech Stack

Tools & technologies

RPA

About the role

Key responsibilities & impact

Own the solution side of the sales process across the full cycle, from qualification through close and expansion
Build and deliver tailored demos and proof-of-concept engagements that make the value concrete
Lead discovery workshops to surface real requirements; translate them into solution designs and WorkFusion business cases
Operate across multiple AEs and strategic accounts without losing depth or precision
Collaborate with Product and Engineering to design new demos that solve real industry problems and align with our delivery approach
Bring field insight back into the organization proactively and consistently
Mentor other members of the solutions consulting team; share what you've learned from the field, from product updates, from what worked and what didn't
Partner with Marketing on industry events, analyst briefings, and webinars; serve as the voice of the customer on solutions-related materials
Define and influence go-to-market strategy for strategic partnerships; educate partner sales and solutions teams so they can carry the message independently
Stay current on industry trends, regulatory shifts, and competitive dynamics and apply that context directly in deals
Maintain deep platform knowledge through direct collaboration with product owners, engineering, and industry consultants

Requirements

What you’ll need

5+ years in a pre-sales, consulting, or technical account management role ideally in B2B SaaS
Demonstrated fluency with LLMs as working tools
Practical understanding of intelligent automation, RPA, machine learning, or adjacent technologies, including the ability to clearly articulate technical architecture
Excellent communicator across formats (i.e., discovery conversations, executive presentations, written proposals, and live demos) with the ability to adjust depth and register by audience
Proactive by default. You identify what needs to happen and move without waiting for direction.
Track record of working effectively across Sales, Product, and Engineering without needing a formal process to hold it together
Strong plus: experience selling to or supporting banking and financial services institutions, with familiarity in compliance, screening, KYC or AML workflows
Bachelor’s Degree in Computer Science or Engineering preferred.
Travel up to 25%

Benefits

Comp & perks

Flexible working hours
Professional development opportunities

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills & Tools

pre-salesconsultingtechnical account managementLLMsintelligent automationRPAmachine learningtechnical architectureB2B SaaSsolution design

Soft Skills

excellent communicatorproactivecollaborationmentoringadjusting communication stylediscovery conversationsexecutive presentationswritten proposalslive demosworking effectively

Certifications

Bachelor’s Degree in Computer ScienceBachelor’s Degree in Engineering