Senior Sales Engineer, Financials

UiPath UiPath · Enterprise · New York, NY · Review

Senior Sales Engineer for UiPath, focusing on AI agents for financial crime operations in the fintech sector. The role involves driving sales by demonstrating product capabilities, designing solutions, and collaborating with sales, product, and engineering teams. It requires fluency with LLMs as working tools and practical understanding of intelligent automation, RPA, and ML.

What you'd actually do

  1. Own the solution side of the sales process across the full cycle, from qualification through close and expansion
  2. Build and deliver tailored demos and proof-of-concept engagements that make the value concrete
  3. Lead discovery workshops to surface real requirements; translate them into solution designs and WorkFusion business cases
  4. Collaborate with Product and Engineering to design new demos that solve real industry problems and align with our delivery approach
  5. Bring field insight back into the organization proactively and consistently

Skills

Required

  • 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
  • Track record of working effectively across Sales, Product, and Engineering without needing a formal process to hold it together

Nice to have

  • experience selling to or supporting banking and financial services institutions, with familiarity in compliance, screening, KYC or AML workflows

What the JD emphasized

  • AI agents
  • financial crime operations
  • intelligent automation
  • RPA
  • machine learning
  • LLMs as working tools