Technical Account Manager (FINS)

📋 Description

• • As a Technical Account Manager (FINS) at UiPath, you will serve as a trusted technical advisor to strategic financial services customers, ensuring they achieve maximum business value from the UiPath Automation Platform by guiding enterprise-wide automation initiatives and driving measurable operational transformation.
• • Your role is critical in bridging technical execution with business outcomes, enabling large organizations to scale automation responsibly while aligning with UiPath’s mission to unleash human potential through intelligent automation.
• • Day to day, you will take ownership of customers' technical success with the UiPath Platform, being accountable for technical workstreams that drive exceptional business value.
• • You will proactively engage with customers, providing embedded technical advisory to mature their automation programs and expand their vision of achievable goals.
• • You will guide UiPath Platform infrastructure planning, installation, upgrades, and troubleshooting processes.
• • You will enable customer technical stakeholders on UiPath Platform best practices, tailored to their unique automation needs and constraints.
• • You will conduct design and code reviews for select automations to reinforce and verify best practices.
• • You will perform technical health checks of customer automation programs, identifying risks and opportunities for continuous improvement.
• • You will collaborate with UiPath Product Support and subject matter experts to resolve escalated support incidents efficiently.
• • You will work with stakeholders across all levels, from C-suite executives to technical teams and end-users, translating technical capabilities into business impact and fostering long-term adoption.
• • You will partner closely with UiPath’s Customer Success, Product, and Engineering teams to advocate for customer needs and influence product roadmap based on real-world feedback.
• • You will stay current on emerging automation trends, including agentic AI, LLMs, and intelligent document processing, to advise customers on future-ready automation strategies.
• • About the team or company: You will join UiPath’s Client Success team, a global group of passionate technologists and advisors dedicated to helping the world’s most innovative companies transform through automation.
• • UiPath is a category-leading enterprise software company committed to creating technology that unleashes the transformative power of automation, built on a culture of curiosity, generosity, and genuine collaboration.
• • The company values diversity, inclusion, and equal opportunity, providing reasonable accommodations and fostering a workplace where all backgrounds are respected and empowered to succeed.
• • What the person can learn or achieve in this role: You will deepen your expertise in enterprise automation architecture, cloud-native deployments, and AI-integrated workflows while advising Fortune 500 financial institutions on digital transformation.
• • You will develop advanced stakeholder management and consulting skills, learning to influence C-suite decision-makers and technical teams alike through data-driven insights and trusted advisory.
• • You will gain exposure to cutting-edge technologies like Langgraph, CrewAI, RAG, and MCP, positioning you at the forefront of intelligent automation innovation.
• • You will have the opportunity to shape customer success strategies and contribute to UiPath’s product evolution by feeding real-world technical feedback into engineering and product teams.