Sales Engineer - Financials

Texas, United States

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Not SpecifiedCompensation

Senior (5 to 8 years), Expert & Leadership (9+ years)Experience Level

Full TimeJob Type

UnknownVisa

Financial Services, Banking, Automation, Enterprise SoftwareIndustries

Requirements

Candidates should have domain knowledge in Banking, Financial Services, and/or Insurance (BFSI), an understanding of technical landscapes, and the ability to architect complex solutions. Demonstrated experience in simplifying and communicating complex concepts to both technical and business audiences is required, along with knowledge of Lean Principles and Continuous Process Improvement methodologies. Experience working with Global 2000 enterprises and a background in consulting, sales engineering, or running automation programs are also necessary. The ability to travel 20-25% is a requirement.

Responsibilities

The Sales Engineer - Financials will act as a strategic advisor to prospects and customers, focusing on the Banking and Financial Services sector. Responsibilities include uncovering the value of Automation and AI in business processes, designing new processes using the UiPath platform, and securing technical wins. This involves collaborating with internal teams to orchestrate resources, evangelizing the value of automation, and serving as a thought leader on platform advancements and industry-specific solutions. The role also entails partnering with the sales team on account strategy, building and delivering industry-specific demos and proof of value (PoV), conducting process discovery sessions, and quantifying potential value. Additionally, the Sales Engineer will channel customer feedback to Product & Engineering, Marketing, and Customer Success teams, and share lessons learned with the Go-To-Market team.

Skills

Automation

AI/ML

Business Process Improvement

Sales Engineering

Financial Services

Banking

UiPath Platform

UiPath

Robotic process automation software solutions

About UiPath

UiPath provides robotic process automation (RPA) solutions that help businesses improve their efficiency by automating repetitive tasks. Their software allows organizations to create AI-driven workflows and manage these processes through cloud-based orchestration. This means that users can set up automated tasks that run without human intervention, which helps to lower operational costs and boost productivity. What sets UiPath apart from its competitors is its extensive marketplace for third-party integrations, allowing users to enhance their automation capabilities with additional tools and solutions. The main goal of UiPath is to empower organizations to streamline their operations and focus on more strategic activities by reducing the time spent on mundane tasks.

New York City, New YorkHeadquarters

2005Year Founded

$1,936.8MTotal Funding

IPOCompany Stage

Enterprise Software, AI & Machine LearningIndustries

1,001-5,000Employees

Benefits

Flexible Work Hours

Remote Work Options

Risks

Rapid AI agent evolution may outpace UiPath's current RPA offerings.

High implementation costs and rigidity of traditional RPA tools could deter clients.

Emergence of platforms like Salesforce's Agentforce may provide competitive alternatives.

Differentiation

UiPath offers AI-driven workflows enhancing business efficiency through intelligent automation.

The company provides robust governance and multiple robots on a single virtual machine.

UiPath's marketplace for third-party integrations expands its ecosystem and customer solutions.

Upsides

UiPath leads the 2024 Everest Group automation assessment, showcasing industry leadership.

The launch of AI Trust Layer enhances governance of GenAI features across the platform.

Collaboration with The Bank of East Asia expands UiPath's enterprise automation solutions.

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