Sales Engineer – Commercial Banking, Financial Services

UiPath

Sales Engineer advising mid-market banking and financial services organizations on modernizing operations. Partnering with clients to design automated solutions that drive business outcomes.

Posted 5/27/2026full-timeRemote • Florida, North Carolina, Texas • 🇺🇸 United StatesMid-LevelSeniorWebsite

Tech Stack

Tools & technologies

RPA

About the role

Key responsibilities & impact

Serve as a strategic advisor to mid-market banking and financial services organizations.
Help customers modernize operations through Automation and AI.
Partner with prospects, customers, and the UiPath sales organization to identify opportunities across lending, underwriting, servicing, compliance, finance, risk, and customer operations.
Design innovative solutions leveraging the UiPath platform.
Help secure technical wins by aligning automation strategies to operational, regulatory, and customer experience priorities.
Evangelize the value that Automation and AI bring to banking.
Act as a trusted advisor to mid-market banks, credit unions, financial services firms, and fintech organizations.
Understand key industry trends, regulatory pressures, and operational challenges impacting banking and financial services organizations.
Partner closely with sales teams to define account strategy and expand UiPath’s footprint.
Lead discovery workshops and process assessments to identify automation opportunities.
Build and deliver industry-specific demonstrations, solution architectures, and proof of value engagements tailored to banking and financial services use cases.
Collaborate with Product & Engineering, Marketing, Customer Success, and partner teams.

Requirements

What you’ll need

Experience in a customer-facing, consulting, sales engineering, or solution advisory role.
Experience supporting banking, financial services, fintech, insurance, or highly regulated industries preferred.
Experience leading or supporting digital transformation initiatives involving AI, automation, workflow modernization, or RPA technologies.
Strong understanding of operational processes within banking and financial services organizations, including lending, servicing, compliance, finance operations, or customer onboarding.
Strong analytical skills with the ability to identify operational inefficiencies and design scalable technology-driven solutions.
Excellent verbal and written communication skills with the ability to present complex concepts to both technical and executive business audiences.
Ability to understand technical landscapes and architect enterprise-grade automation solutions.
Demonstrated ability to simplify complex technical concepts and communicate measurable business value.
Knowledge of Lean principles, operational excellence, and continuous process improvement methodologies.
Strong collaboration skills with the ability to build trusted relationships internally and externally.
Curiosity, adaptability, and a passion for learning emerging technologies and industry trends.
A background in consulting, sales engineering, automation programs, or financial services transformation initiatives is highly desirable.
Ability to travel up to 25%.
Candidates must be authorized to work in the United States for this role.

Benefits

Comp & perks

Equal opportunities to all persons regardless of age, race, color, religion, sex, sexual orientation, gender identity, and expression, national origin, disability, neurodiversity, military and/or veteran status, or any other protected classes.
Reasonable accommodations for candidates on request.
Diversity and inclusive workplace.

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills & Tools

automationAIRPA technologiesworkflow modernizationdigital transformationsolution architectureprocess assessmentoperational processesanalytical skillsLean principles

Soft Skills

communication skillscollaboration skillscuriosityadaptabilityproblem-solvingrelationship buildingstrategic advisorypresentation skillssimplifying complex conceptscustomer-facing experience