Senior Sales Engineer - Banking and Financial Services
U
UiPathBanking, Financial Services
Remote-TexasFull-TimeSenior
Salary not disclosed
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Job Details
- Experience
- 5+ years
- Required Skills
- Machine Learning
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
- Ability to clearly articulate technical architecture
- Excellent communicator across formats (discovery conversations, executive presentations, written proposals, and live demos)
- Ability to adjust depth and register by audience
- Proactive by default
- Track record of working effectively across Sales, Product, and Engineering
- Strong plus: experience selling to or supporting banking and financial services institutions
- Familiarity in compliance, screening, KYC or AML workflows (strong plus)
- Bachelor’s Degree in Computer Science or Engineering preferred
Responsibilities
- 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
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