• Directly manage and nurture a named account list and develop account plans for winning and expanding business with upper middle market and enterprise companies • Build and maintain key relationships with C-level executives, while orchestrating the right executive touch points as well • Contribute to shaping our platform partnership strategy and building repeatable processes and scaled engagement models • Develop outbound strategies to create and nurture opportunities • Own the full sales cycle from lead to close for upper middle market and enterprise companies • Develop relationships with executive stakeholders at new and existing clients • Work with company leaders from multiple functions (e.g., Engineering, Product, and Finance) to lead complex product workshops and financial analyses • Lead and contribute to team projects to develop and refine our sales process • Engage with Product and Engineering teams to help drive product strategy

• Own a portfolio of Mid-Market accounts with responsibility for retention, expansion, and net revenue growth • Develop and execute strategic account plans that identify growth opportunities, stakeholder relationships, and expansion pathways • Conduct account mapping to build multi-threaded relationships and expand engagement across departments, business units, and executive stakeholders • Prioritize accounts and opportunities based on growth potential, customer objectives, and business impact • Drive expansion strategy through proactive upsell, cross-sell, and product adoption initiatives • Uncover and qualify new revenue opportunities by aligning Fleetio's solutions with customer business goals • Achieve NRR objectives through renewals, expansion sales, and commercial negotiations • Partner with Customer Success to maximize adoption, value realization, and expansion readiness • Present business reviews, strategic recommendations, and product demonstrations to stakeholders at all levels, including executive leadership • Serve as a trusted advisor by providing industry insights, best practices, and strategic guidance • Travel approximately 25% to customer sites, executive meetings, and industry events

• Assess territory potential and develop a sales strategy to maximize UiPath revenue across Financial Services accounts • Achieve agreed-upon sales targets and outcomes within quarterly schedules • Evangelize the UiPath brand by presenting, promoting, and selling UiPath solutions through a value-selling approach • Educate customers on how UiPath can improve efficiency, reduce operational costs, strengthen controls, and support digital transformation • Establish, develop, and maintain positive business and customer relationships across the territory • Develop trusted relationships with local partners and global systems integrators to cultivate new opportunities and drive successful customer implementations • Partner with Customer Success Managers to ensure customers receive maximum value and customer issues are addressed quickly • Monitor industry competitors, new products, regulatory trends, and market conditions to understand customer needs • Collaborate internally with sales executives and cross-functional teams to share knowledge and best practices • Explore ways to incorporate automation into daily work and financial services workflows

• Manage communications with team members regarding initial/ongoing information and status. • Assist Client Services team to support the development of new business initiatives, identifying opportunities for organic growth within your assigned account • Coordinate pitch presentations and request for proposals. • Lead point of contact for assigned projects within the client account • Implement projects to promote and ensure the success and profitability of your client's deliverables. • Support client services' efforts by managing projects, collaborating with the Project Management team to develop timelines, communicate milestones and identify possible red flags in projects. • Drive the daily activities of a project by managing project scope, scope change, and potential project roadblocks, according to timeline and budgets. • Coordinate and participate in content planning meetings with key content experts. • Daily client contact, prepare client contact reports and summarize next steps. • Facilitate the medical-legal-regulatory review process to ensure promotional items adhere to medical/regulatory/legal compliance. Contribute to the creation of client proposals, budgets and reconciliations and monitor budget including direct/labor costs; checking for out of scope items and hours. • Assist with financial and forecasting reporting preparation