As a Senior Sales Engineer - Financials at UiPath, your primary responsibilities include advising clients in the Banking and Financial Services sector, creating tailored automation solutions, conducting process discovery sessions, and collaborating with sales teams to strategize on account growth. You'll also be responsible for demonstrating the value of our automation solutions to prospective clients and providing feedback to improve our product offerings.

To qualify for the Senior Sales Engineer - Financials role at UiPath, candidates typically should have a background in Banking, Financial Services, or Insurance. Additionally, experience with automation programs, sales engineering, and consulting is beneficial. Candidates must also demonstrate strong communication skills and a ability to simplify complex technical concepts for a varied audience.

UiPath is committed to the professional development of its employees, including the Senior Sales Engineer - Financials. Our teams benefit from access to industry training, collaboration with experienced colleagues, and participation in various projects that foster learning both technically and personally. We encourage our employees to be curious and pursue growth actively.

As a Senior Sales Engineer - Financials at UiPath, you'll work in a dynamic and inclusive remote work environment. We prioritize flexibility, allowing team members to find a balance that works for them in alignment with business needs. The culture promotes collaboration and thought leadership, and we place a strong emphasis on our team’s well-being and diversity.

In the Senior Sales Engineer - Financials role at UiPath, you can expect to travel approximately 20-25%. This travel will typically be for client meetings, industry events, or training, allowing you to connect directly with customers and partners as you advocate for UiPath's automation solutions.

When approaching a client's business process, I start by conducting thorough process discovery sessions that involve engaging stakeholders to understand how tasks are currently executed. I make use of open-ended questions to elicit detailed responses, and I observe workflows personally where possible to identify inefficiencies and improvement areas.

In my previous role, I was instrumental in automating a significant data entry process for a major bank. By mapping the current workflow, identifying bottlenecks, and implementing an automation solution using AI, we reduced the processing time by 70%, drastically improving efficiency and accuracy.

Automation brings significant value to the financial sector by increasing efficiency, minimizing the potential for human error, and allowing employees to focus on strategic tasks rather than repetitive processes. It enables companies to respond faster to market changes and improve customer experiences.

When clients object to automation solutions, I listen carefully to their concerns and address them with tailored responses that include data and case studies demonstrating our solution's effectiveness. I focus on building trust and ensuring they see the long-term benefits rather than viewing potential challenges as insurmountable.

To communicate technical concepts effectively to non-technical stakeholders, I use analogies and visual aids that break down complex ideas into relatable parts. I focus on the business impact rather than the technical details, facilitating a straightforward understanding of how our solutions fit their needs.

I have a strong foundation in Lean Principles, which emphasizes eliminating waste and increasing value for clients. In previous roles, I regularly applied these principles to assess and enhance existing processes, mentoring teams on continuous improvement strategies, and promoting a culture of feedback.

In a past project, collaborating with sales, engineering, and marketing teams was crucial for success. I facilitated regular meetings to ensure alignment on goals, share insights, and troubleshoot challenges, which ultimately led to a successful product launch and satisfied customer base.

Keeping my knowledge current involves engaging with industry publications, attending relevant conferences, participating in training programs, and networking with fellow professionals. I believe ongoing education is vital as it enables me to provide informed insights and solutions to clients.

I would utilize a structured process discovery approach to identify automation opportunities by analyzing workflow efficiency, speaking with various team members, and assessing repetitive tasks. I would then quantify the impact of potential automation solutions to present a compelling business case.

I thrive in a remote setting as it allows for a flexible work-life balance while enabling me to focus deeply on my projects and customer relationships. The autonomy to manage my schedule empowers my productivity, and the opportunity to connect with a diverse team from around the globe is incredibly rewarding.