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New York, New York, United States · On-site
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New York, New York, United States · Hybrid
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Lead and develop a team of Account Executives focusing on installed-base expansion and retention within regional banks and credit unions. Engage with C-suite executives to drive strategic AI automation opportunities and manage relationships with partners and systems integrators.
Proven success selling into regulated financial institutions with a strong network in the community banking space. Requires first-line sales management experience or a track record as a top-performing strategic Account Executive.
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?
Lead a team of enterprise sellers serving one of UiPath's most strategic installed-base territories: regional banks and credit unions. These institutions are uniquely positioned to transform through AI and automation, and UiPath's established customer base, track record of delivered success, and expanding AI-powered platform position us to lead the AI automation space in this market. We work every day with COOs, CIOs, and operations, lending, and compliance leaders to deliver business and individual value at client organizations.
What you'll do at UiPath:
Lead, coach, and develop a team of Account Executives covering a national territory of installed-base regional banks and credit unions, along with select financial services, fintech, and insurance accounts.
Analyze the territory/market potential and develop sales strategies to maximize revenue potential, with an emphasis on installed-base expansion, retention, and renewals alongside targeted new business.
Achieve agreed upon sales targets and outcomes within quarterly schedule.
Lead from the front - engage directly with customer executives on strategic opportunities, model value-based selling for the team, and personally sponsor key expansion deals.
Evangelize UiPath's brand in the regional banking and credit union marketplace by presenting, promoting and selling our solutions by leveraging a value selling approach, including visibility at industry associations and events.
Educate customers on how our solutions can benefit them financially and professionally, with business cases built for financial buyers in a risk-aware, regulated environment.
Establish, develop, and maintain positive business and customer relationships in the territory across multiple buying centers - COO, CIO, Heads of Operations and Lending, and compliance/BSA-AML leaders.
Develop trusted relationships with local partners, core and digital banking platform providers, and global systems integrators to cultivate new opportunities and drive successful customer implementations.
Partner with the CSM group to ensure the customers receive maximum value and expedite customer issues as they arise.
Monitor our industry competitors, new products, and market conditions to understand a customer's specific needs.
Supply management with reports on customer needs, problems, interests, competitive activities, and potential for new products and services.
Also, as an employee of UiPath you are required to comply at all times with UiPath's policies that were communicated to you from time to time and that are available on Inside UiPath.
What you'll bring to the team:
Proven success selling into regional banks, credit unions, or the broader regulated financial institution market, with an established network and reputation in the community FI space.
First-line sales management experience, or demonstrated readiness for a first leadership role as a top-performing strategic Account Executive with a track record of growing a regional banking and credit union territory.
Deep fluency in how community and regional financial institutions operate, including regulatory and examiner pressure, board-level decision-making, resource-constrained IT organizations, and core-vendor relationships.
Ability to sell to a financial buyer based on value and a business case vs feature and function, with consultative selling experience into operations and compliance buyers.
Demonstrated success with installed-base expansion and renewals, not solely new-logo acquisition.
Strong ability to navigate a client organization and develop key points of contact in multiple departments and multiple levels of leadership, from operational leaders through the C-suite.
Ability to communicate new and complicated concepts - including AI and automation - in an easy-to-understand way that creates a high level of desire for the solution.
High aptitude for cross functional collaboration and cross functional influence internally and externally, including partner and systems integrator ecosystems.
Have a research and data driven approach to account planning, with the ability to proactively identify opportunities from business led discussions.
Highly developed critical thinking skills to solve customer problems and to bring deals to fruition when roadblocks are present.
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.
Many of our roles allow for flexibility in when and where work gets done. Depending on the needs of the business and the role, the number of hybrid, office-based, and remote workers will vary from team to team. Applications are assessed on a rolling basis and there is no fixed deadline for this requisition. The application window may change depending on the volume of applications received or may close immediately if a qualified candidate is selected.
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.
Committed to shaping a world where AI enhances human potential & #agentic automation transforms how businesses operate.
UiPath develops AI technology that mirrors human intelligence with ever-increasing sophistication, transforming how businesses operate, innovate, and compete. The UiPath Platform™ accelerates the shift toward a new era of agentic automation—one where agents, robots, people, and models integrate seamlessly to drive autonomy and smarter decision-making. With a focus on security, accuracy, and resiliency, UiPath is committed to shaping a world where AI enhances human potential and revolutionizes industries.
Offices: One Vanderbilt Avenue, 60th Floor, New York, NY 10017, US
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