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• 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 the 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.


• Comply with UiPath’s policies that are communicated to employees at all times.

• 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.


• 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 bring deals to fruition when roadblocks are present.

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, review our privacy policy.