Senior Sales Engineer, Workfusion - Banking and Financial Services

UiPath UiPath · Enterprise · TX · Remote · Sales Support

This role is for a Senior Sales Engineer at UiPath, specifically for their WorkFusion product which builds AI agents for financial crime operations in banking and financial services. The primary focus is on the sales process, including discovery workshops, solution design, product demonstrations, and proof-of-value engagements. The role also involves collaborating with Product and Engineering, influencing the roadmap, and contributing to go-to-market strategy. While AI is mentioned as a core part of the product and a tool for the role, the primary function is sales engineering, not direct AI/ML model development or research.

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. Operate across multiple AEs and strategic accounts without losing depth or precision
  5. Collaborate with Product and Engineering to design new demos that solve real industry problems and align with our delivery approach

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. 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

Nice to have

  • 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.

What the JD emphasized

  • AI agents that take on the heavy lifting of financial crime operations
  • AI-native
  • Demonstrated fluency with LLMs as working tools
  • Practical understanding of intelligent automation, RPA, machine learning
  • experience selling to or supporting banking and financial services institutions, with familiarity in compliance, screening, KYC or AML workflows