Sales Engineer – Regional Banking & Credit Union

About the role

The Sales Engineer – Regional Banking & Credit Union role is a strategic advisory position focused on mid-market banking and financial services organizations. You will help customers modernize operations through Automation and AI, partnering with prospects, customers, and the UiPath sales team to identify opportunities in lending, underwriting, servicing, compliance, finance, risk, and customer operations. Your work will drive measurable business outcomes by designing innovative solutions leveraging the UiPath platform.

Responsibilities

• Evangelize the value of Automation and AI for 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 to improve operational efficiency, customer experience, compliance, and scalability.
• Understand key industry trends, regulatory pressures, and operational challenges in banking and financial services, including 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, quantify value realization, and develop transformation roadmaps.
• Build and deliver industry-specific demonstrations, solution architectures, and proof of value (PoV) engagements tailored to banking and financial services use cases.
• Collaborate with Product & Engineering, Marketing, Customer Success, and partner teams to refine industry solutions, accelerators, and go-to-market strategies for financial services customers.
• Serve as a thought leader around intelligent automation, operational excellence, and AI-powered transformation within the banking and financial services industry.
• Share lessons learned, best practices, and industry insights across the UiPath GTM organization.
• Provide ongoing feedback from customers and the field to influence product innovation and improve customer outcomes.

Requirements

• 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.
• Background in consulting, sales engineering, automation programs, or financial services transformation initiatives (highly desirable).
• Ability to travel up to 25%.
• Candidates must be authorized to work in the United States for this role.

UiPath encourages candidates who may not meet all the listed requirements to apply, as passion and diverse experiences are valued.

Work Arrangement

Many roles at UiPath offer flexibility in when and where work gets done. The specific arrangement (hybrid, office-based, or remote) will vary depending on the needs of the business and the role.