UiPath

Senior Sales Engineer – Banking and Financial Services

UiPath

full-time

Posted on:

Location Type: Remote

Location: Florida • North Carolina • United States

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Job Level

Senior

Tech Stack

RPA

About the role

  • 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

  • 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
  • Flexible working hours
  • Professional development opportunities
Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

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