YOUR MISSIONUiPath is expanding its vertical go-to-market efforts for the loan origination solution coming to market, and we're looking for a Solution Deployment Strategist to be our embedded expert across the full lending journey. Modeled on the forward-deployed engagement model, this role sits at the intersection of sales, customer success, and domain expertise. You'll lead discovery with prospective customers, deliver compelling demos, drive post-sale adoption, and serve as an ongoing commercial presence with our lending accounts. If you speak the language of loan origination and want to be at the center of a fast-moving vertical build, this role is for you.
WHAT YOU'LL DO- Lead discovery conversations with prospective lending customers uncovering workflow pain, identifying automation opportunities, and qualifying fit
- Deliver tailored product demonstrations that speak to lending-specific use cases from application to close
- Drive post-sale adoption by embedding with customer teams, establishing what "good" looks like, and training users on best practices - define team structure, roles & responsibilities, and governance
- Serve as a trusted ongoing commercial partner across your account base - identifying expansion opportunities and surfacing renewal risks early
- Act as a feedback loop between customers and the product team, translating what you hear in the field into actionable product insights
WHAT YOU'LL BRING- 5-10 years of experience in lending operations, mortgage technology, or financial services customer-facing roles (sales, CS, implementation, or advisory)
- Deep fluency in lending vocabulary comfortable discussing LOS workflows, application intake, QC processes, and the roles of underwriters, processors, and closing teams
- Demonstrated ability to run structured discovery and translate findings into a compelling solution narrative
- Experience demoing software or technology solutions to financial services audiences
- Strong executive presence and the ability to engage both operational staff and C-suite stakeholders across banks and credit unions
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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.
