UiPath

Senior Sales Engineer, Financials

UiPath$120K — $150K *
US-Anywhere
+ 5 other locationsRemote
Finance & Insurance
5 - 7 years of experience
Job Overview by Ladders

Qualifications

  • 5+ years in pre-sales, consulting, or technical account management, preferably in B2B SaaS
  • Demonstrated fluency with LLMs as working tools
  • Practical understanding of intelligent automation, RPA, and machine learning technologies
  • Excellent communicator across various formats and audiences
  • Proactive and self-motivated, identifying needs without waiting for direction
  • Experience working effectively across Sales, Product, and Engineering
  • Experience in banking and financial services is a strong plus
  • Bachelor's Degree in Computer Science or Engineering preferred

Responsibilities

  • Own the solution side of the sales process from qualification to expansion
  • Build and deliver tailored demos and proof-of-concept engagements
  • Lead discovery workshops to translate requirements into solution designs
  • Collaborate with Product and Engineering to create effective demos
  • Provide field insights to enhance internal processes
  • Mentor solutions consulting team members on lessons learned
  • Define go-to-market strategy for strategic partnerships
  • Maintain deep platform knowledge through collaboration

Benefits

  • Flexible work arrangements based on business needs
  • Opportunities for ongoing professional development
  • Access to a culture that supports AI fluency and innovation
  • Involvement in high-impact projects across Sales and Product
  • Potential for remote work based on team dynamics
Full Job Description
Your mission

UiPath builds AI agents that take on the heavy lifting of financial crime operations so banks and financial institutions can move faster, stay compliant, and scale without adding headcount. As a Senior Sales Engineer, you turn product capability into buying decisions. You partner directly with Account Executives as a co-owner of deal outcomes.

You'll run discovery workshops, design solutions, build and deliver product demonstrations, lead proof-of-value engagements, and own content creation. You'll work across multiple strategic accounts and multiple AEs. The scope is broad because the expectation is high: you move without being asked, figure things out quickly, and connect technical depth to commercial outcomes.

This role also sits at the intersection of Sales and Product. You'll surface field intelligence, influence the roadmap, and help shape how UiPath/WorkFusion goes to market including co-creating demos, contributing to webinars and analyst briefings, and helping build partner enablement programs. This role has real range and real influence for someone who wants both.

What you'll do at UiPath
  • Deal Execution
    • 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
  • Internal Impact
    • 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
  • Ecosystem & Strategy
    • 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
  • A note on AI fluency: UiPath's culture and WorkFusion's within it are deeply AI-native. The people doing their best work here use LLMs to compress research, accelerate demo prep, draft responses faster, prototype solutions, and think through problems in real time as an extension of the team. Candidates already working this way will recognize the leverage immediately.


What you'll bring to the team
  • 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%


#LI-KS6

Maybe you don't tick all the boxes above-but still think you'd be great for the job? Go ahead, apply anyway. Please. Because we know that experience comes in all shapes and sizes-and passion can't be learned.

Many of our roles allow for flexibility in when and where work gets done. Depending on the needs of the business and the role, the number of hybrid, office-based, and remote workers will vary from team to team. Applications are assessed on a rolling basis and there is no fixed deadline for this requisition. The application window may change depending on the volume of applications received or may close immediately if a qualified candidate is selected.

About UiPath

UiPath is a leading enterprise automation software company. The company's software platform enables organizations to automate business processes with ease, speed and reliability. UiPath's platform is used by more than 8,000 customers worldwide, including more than 50% of the Fortune 500. UiPath was founded in 2005 and is headquartered in New York City, with offices in more than 30 countries. The company has raised more than $2 billion in funding to date, and was valued at $35 billion in its most recent funding round in February 2021.
Learn more about UiPath
Size
4,000 employees
Market Cap
$6.6 billion
Industry
Founded
2005
NASDAQ

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