Senior Sales Engineer, Financials

Ovii's Interpretation of the Role

UiPath seeks a Senior Sales Engineer to translate AI‑driven automation capabilities into winning deals for banking and financial services. The role blends pre‑sales consulting, solution design, and executive communication while partnering with Account Executives across strategic accounts.

Role Snapshot

• Senior Sales Engineer – Financial Solutions
• Remote (US) – based in New York
• Full‑Time
• 5+ years pre‑sales or technical account management
• AI/LLM fluency
• B2B SaaS background

Must-Have Requirements

• 5+ years pre‑sales, consulting, or technical account management
• Demonstrated fluency with LLMs as working tools
• Practical understanding of intelligent automation, RPA, or machine learning
• Ability to articulate technical architecture and solution design
• Excellent communication across discovery, executive presentations, proposals, and demos
• pre‑sales consulting
• technical account management
• B2B SaaS

Nice-to-Have Signals

• Experience selling to or supporting banking and financial services institutions
• Familiarity with compliance, KYC, or AML workflows
• Bachelor’s Degree in Computer Science or Engineering
• banking and financial services
• compliance, KYC, AML
• financial services
• banking

Work Setup

• Location: New York, United States
• Work mode: REMOTE
• Remote scope: UNSPECIFIED
• Remote countries: United States, New York, Pennsylvania, North Carolina, New Jersey, Texas
• Travel: Up to 25% travel
• Employment type: Full-Time

Not Specified in JD

• Salary range
• Visa sponsorship
• Remote eligibility details
• Equity
• Bonus

What You'll Likely Work On

• Own the solution side of the sales cycle, from qualification through close and expansion, delivering tailored demos and PoCs.
• Lead discovery workshops, translate requirements into solution designs and business cases for financial crime automation.
• Partner with Product and Engineering to create new demos that address industry problems and reflect platform capabilities.
• Mentor solutions‑consulting team members and collaborate with Marketing on events, analyst briefings, and webinars.
• Define and influence go‑to‑market strategy for strategic partnerships, educating partner sales and solutions teams.
• Stay current on banking regulations, KYC/AML trends, and competitive dynamics, applying insights directly in deals.
• Leverage LLMs to accelerate research, demo preparation, and real‑time problem solving.
• Travel up to 25% to meet customers and partners.

Good Fit If You Have

• Proactive self‑starter who moves forward without waiting for direction.
• Excellent communicator across discovery calls, executive presentations, written proposals, and live demos.
• Track record of effective collaboration across Sales, Product, and Engineering.