Job details

Customer Success Manager - Financial Services

Life at UiPath:

The people at UiPath believe in the transformative power of automation to change how the world works. We’re committed to creating category-leading enterprise software that unleashes that power.

To make that happen, we need people who are curious, self-propelled, generous, and genuine. People who love being part of a fast-moving, fast-thinking growth company. And people who care—about each other, about UiPath, and about our larger purpose.

Could that be you?

Overview:

How would you like to help the world’s largest companies transform the way they work via automation allowing their team members to achieve their full potential? Help customers’ team members innovate and achieve more by automating the day-to-day and focusing on driving business to a higher level.

Our UiPath Customer Success team advises and guides our strategic customers in designing and building long-term, enterprise-level business automation programs. These programs leverage our people and technology, ensuring our customers achieve maximum business value and organizational impact.

Our Financial Services Customer Success Managers guide our financial services customers in designing and managing their UiPath business automation platform, including coaching on initial deployment, enterprise-wide enablement, and the appropriate methodologies to maximize business outcomes, self-sufficiency, and overall organizational impact.

What you'll do at UiPath:

We're looking for business technologists who are adept at influencing cross-functional teams for collaborative execution, a strong communicator at all levels within an organization, and someone who is willing to jump into new opportunities to develop high impact areas of focus for our customers to achieve the fully automated enterprise.

The key focus areas for our team members include:

Organization-wide business automation strategy
Best in class operational planning and scale
Line of business enablement and discovery
Democratization of automation capabilities across an entire organization including business users
Tangible, executive-sponsored value realization aligned to customers’ business goals and objectives

Our Core Competencies:

Enable and coach customers in building long-term automation programs that affect organization-wide impact and change
Apply creative thinking/approach to design automation strategies that further business goals and align with corporate technology strategies
Empathize with the customer experience: understand customers’ needs and advocate for their long-term success
Strong facilitation skills in bringing a diverse set of opinions into a common set of goals and objectives
Identification of complex automation processes that drive adoption of the UiPath business automation platform.
Partner closely with other cross-functional team members to translate business needs and product requirements into innovative solutions for customers
Develop and mature our teams’ processes, assets, and methodologies in an agile manner to continually iterate and maintain best in class delivery
Help drive customer references and case studies

What you'll bring to the team:

2 - 4+ years of work experience within the Financial Sciences industry
4 - 6 years of work experience in leading automation or digital transformation
4 - 6 years of relevant work experience in strategic consulting, customer-facing, customer success-driven delivery
Preferred: experience with modern agile practices, LEAN, Six Sigma, or related methodologies and practices
Recommended: Experience with automation platforms such as UiPath, Automation Anywhere, ServiceNow, or others
Ability to influence at the executive level by focusing on long-term value realization
Proven experience building strong internal and external relationships
Self-motivated, proactive, entrepreneurial team player with innovative ideas to inspire customer loyalty and adoption
Effective communication and interpersonal skills, written and verbal, with the ability to facilitate complex organizational conversations across Executive Leadership and broader organization
Strong analytical and problem-solving skills
Diplomacy, tact, and poise under pressure when working through customer issues

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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.

We value a range of diverse backgrounds, experiences and ideas. We pride ourselves on our diversity and inclusive workplace that provides equal opportunities to all persons regardless of age, race, color, religion, sex, sexual orientation, gender identity and expression, national origin, disability, neurodiversity, military and/or veteran status, or any other protected classes. Additionally, UiPath provides reasonable accommodations for candidates on request and respects applicants' privacy rights. To review these and other legal disclosures, visit our privacy policy.