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About the Role

Operate at the intersection of deep BFSI expertise and enterprise-grade technical credibility to translate agentic AI and intelligent automation capabilities into compelling, industry-specific business transformation narratives. This hybrid role bridges Solution Engineering and Industry Catalyst, carrying direct deal accountability and operating at the business transformation layer.

Responsibilities

• Lead industry-specific pre-sales motions on strategic EMEA accounts, partnering with Account Executives from qualification through commercial close.
• Own the business case, ROI model, and industry narrative for Banking, Financial Services, Insurance, and Finance Operations opportunities across EMEA and the Middle East.
• Design and deliver executive-level discovery workshops, translating business pain into agentic AI and intelligent automation solution roadmaps.
• Serve as the named BFSI industry expert on RFPs, RFIs, and strategic pursuits; lead responses to procurement and technical evaluation processes.
• Engage Global System Integrators on joint solution design for major BFSI accounts.
• Shape high-level solution architectures covering APA, Agentic Process Automation, IDP, and Co-Pilot modalities for BFSI use cases including KYC, AML, financial close, AP/AR automation, and claims processing.
• Guide POC scoping and success criteria definition; support the SE team during technical validation phases on vertically relevant opportunities.
• Maintain working knowledge of APA platform internals, integration patterns (SAP, Salesforce, ServiceNow), and cloud deployment models.
• Bridge technical depth of the SE team to the strategic perspective of the Catalyst team, amplifying both.
• Build and maintain BFSI and Finance Operations vertical playbooks covering use case libraries, competitive positioning, and objection handling.
• Deliver internal enablement sessions to upskill the EMEA SE team on industry dynamics, regulatory landscape, and BFSI buyer language.
• Contribute to EMEA Industry Pack development alongside Industry Catalyst colleagues; represent Automation Anywhere at relevant industry events and analyst briefings.
• Publish point-of-view content on agentic AI and intelligent automation trends in BFSI and Finance Operations via LinkedIn and internal platforms.
• Develop executive briefing materials and CXO conversation frameworks for use by the broader EMEA SE team.
• Build and maintain a network of industry practitioners, GSI contacts, and ecosystem partners in the BFSI vertical.

Requirements

• 10+ years of experience in BFSI, Insurance, or Finance Operations, combining a practitioner phase (banking, financial analysis, insurance operations, or FinTech) with a consulting or technology sales phase.
• Deep industry knowledge across Banking & Capital Markets, Financial Services, and/or Insurance.
• Demonstrable ability to lead enterprise architecture conversations, whiteboard solution designs, and scope POCs involving RPA, AI Agents, LLM integration, and enterprise platform integrations (SAP, Salesforce, ServiceNow).
• Working knowledge of agentic process automation concepts — agent orchestration, human-in-the-loop workflows, document intelligence, and co-pilot patterns.
• Proven track record of operating at CXO and SVP level — conducting discovery, presenting business cases, and influencing procurement decisions in complex, multi-stakeholder enterprise sales cycles.
• Strong commercial acumen: ability to build ROI models, frame value propositions in CFO language, and navigate complex buying committees.
• Exceptional written and verbal communication skills; comfortable independently creating polished industry narratives, executive decks, and ROI models.
• Bachelor’s degree in Business, Finance, Technology, or a related field.
• Prior experience in a pre-sales, solution consulting, or industry advisory role at an enterprise software or consulting firm (Big 4, Tier 1 SI, or SaaS vendor).
• Hands-on experience with Automation Anywhere A360 / APA, or a directly comparable intelligent automation platform.
• Familiarity with BFSI regulatory frameworks (Basel III/IV, Solvency II, GDPR, DORA, PSD2) and their operational automation implications.
• Experience building or contributing to industry vertical content libraries, competitive battle cards, or GTM playbooks.
• Active LinkedIn presence and existing network in the BFSI community; history of industry event speaking, publication, or analyst engagement.

Skills

• Agentic AI
• Intelligent Automation
• BFSI Expertise
• Enterprise Architecture
• Solution Design
• RPA
• AI Agents
• LLM Integration
• Enterprise Platform Integrations (SAP, Salesforce, ServiceNow)
• Agent Orchestration
• Human-in-the-loop workflows
• Document Intelligence
• Co-pilot patterns
• Automation Anywhere A360 / APA
• BFSI Regulatory Frameworks
• Commercial Acumen
• ROI Modeling
• Value Proposition Framing
• Communication Skills

Location

• United Kingdom (London)

Work Type

• Hybrid

Experience Level

• 10+ years of experience in BFSI, Insurance, or Finance Operations
• Experience with deal values of £250K–£2M ARR preferred

Education Level

• Bachelor’s degree in Business, Finance, Technology, or a related field.
• Advanced degree or professional certifications (CFA, FRM, ACCA, MBA) a strong plus.

About the Company

• Automation Anywhere is the leader in Agentic Process Automation (APA), transforming how work gets done with AI-powered automation.
• Its APA system, built on the industry’s first Process Reasoning Engine (PRE) and specialized AI agents, combines process discovery, RPA, end-to-end orchestration, document processing, and analytics—all delivered with enterprise-grade security and governance.
• Guided by its vision to fuel the future of work, Automation Anywhere helps organizations worldwide boost productivity, accelerate growth, and unleash human potential.