Global Account Manager, Financial Services

Overview

In this role you own the relationship with a selective set of high-revenue global banking customers, orchestrating strategy, sales, and delivery across regions. You act as the CEO for your portfolio, coordinating cross-functional teams and executive stakeholders to unlock enterprise-wide value. You engage with C-suite and lines of business to drive UiPath’s automation platform adoption, improving efficiency, controls, and transformation. This is a growth-focused, fast-paced opportunity to shape financial services automation at scale.

Responsibilities

• Develop territory vision, strategy and revenue plan for Financial Services accounts
• Lead account teams to execute the Account Vision and Plan
• Achieve quarterly sales targets and manage multi-year enterprise agreements
• Maintain forecasting and pipeline hygiene; report quota progress to leadership
• Promote UiPath solutions using value-selling, and educate customers on ROI and impact
• Build and maintain strong relationships across territories; be a thought leader
• Develop relationships with local partners and global SIs to create opportunities
• Collaborate with Customer Success to ensure ongoing value delivery
• Monitor industry trends, competitors and regulation to inform customer strategy
• Collaborate cross-functionally to share best practices and drive automation adoption
• Identify opportunities to apply automation in daily financial workflows

Key requirements

• 8+ years of solution/value selling experience
• 3+ years of enterprise account experience in Financial Services/Banking with a broad network
• Proven ability to communicate AI capabilities, ROI and implementation strategies to C-suite
• Ability to translate AI/automation concepts into tangible business outcomes
• Familiarity with regulatory and risk considerations in financial services (KYC/AML, audit readiness, etc.)
• Proven quota attainment and track record of retaining/growing enterprise clients
• Strong cross-functional collaboration and stakeholder influence
• Ability to navigate complex client organizations and engage C-suite
• Bachelor’s degree preferred
• Willingness to travel ~50% (UK and occasional global travel)

• cross-functional collaboration
• influence and stakeholder management
• strong communication to C-suite
• AI capabilities and ROI-focused storytelling
• value-selling and business case development
• account planning and data-driven approach

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