Global Account Manager, Financial Services

UiPath UiPath · Enterprise · London, United Kingdom · Sales

This role is for a Global Account Manager in Financial Services at UiPath, focusing on managing relationships with strategic banking customers. The primary responsibility is to act as the 'CEO' for a portfolio of accounts, orchestrating sales, delivery, and executive stakeholders to drive value through UiPath's automation and AI platform. The role involves assessing territory potential, developing sales strategies, achieving sales targets, owning commercial strategy, maintaining pipeline hygiene, evangelizing the UiPath brand, educating customers on efficiency improvements, establishing customer relationships, partnering with system integrators and Customer Success Managers, monitoring industry trends, and exploring automation integration. Key requirements include extensive solution/value selling experience, enterprise account management in Financial Services, demonstrated expertise in communicating AI capabilities and ROI, and familiarity with financial services priorities like regulatory compliance and fraud prevention.

What you'd actually do

  1. Assess territory potential and develop a sales vision, strategy and plan to elevate UiPath in and maximize value and revenue across Financial Services accounts. Lead, orchestrate and inspire Account Teams in executing against the Account Vision and Plan
  2. Achieve agreed-upon sales targets and outcomes within quarterly schedules
  3. Own commercial strategy for the account, leading complex, multi-stakeholder negotiations and structuring multi-year enterprise agreements
  4. Maintain accurate forecasting and pipeline hygiene across the account, reporting progress against quota to senior leadership
  5. Evangelize the UiPath brand by presenting, promoting, and selling UiPath solutions through a value-selling approach

Skills

Required

  • 8+ years of solution/value selling experience
  • 3+ years of enterprise account experience selling to Financial Services/Banking customers
  • Demonstrated expertise communicating artificial intelligence capabilities, ROI metrics, and implementation strategies to C-suite executives, Digital Transformation teams, and AI Centers of Excellence
  • Ability to translate complex AI and automation concepts into business outcomes such as cost reduction, improved controls, faster processing, risk mitigation, and enhanced customer experience
  • Familiarity with financial services priorities such as regulatory compliance, fraud prevention, KYC/AML, audit readiness, operational resilience, and back-office transformation, along with the vendor risk assessments, data residency requirements, and third-party risk frameworks common to regulated banking procurement
  • Ability to communicate new and complex concepts in an easy-to-understand way that creates strong demand for the solution
  • Successful year-over-year quota attainment and experience retaining and growing an enterprise client portfolio
  • High aptitude for cross-functional collaboration and influence internally and externally
  • Ability to navigate complex client organizations and develop key relationships across multiple departments and leadership levels, including the C-suite
  • Ability to provide valuable insights into improving customers’ business operations
  • Research and data-driven approach to account planning, with the ability to proactively identify opportunities from business-led discussions

Nice to have

  • Bachelor’s degree preferred
  • Willingness to travel approximately 50%, including occasional travel outside of the UK

What the JD emphasized

  • 8+ years of solution/value selling experience
  • 3+ years of enterprise account experience selling to Financial Services/Banking customers preferred
  • Demonstrated expertise communicating artificial intelligence capabilities, ROI metrics, and implementation strategies to C-suite executives, Digital Transformation teams, and AI Centers of Excellence
  • Familiarity with financial services priorities such as regulatory compliance, fraud prevention, KYC/AML, audit readiness, operational resilience, and back-office transformation, along with the vendor risk assessments, data residency requirements, and third-party risk frameworks common to regulated banking procurement