Position: UiPath AI Document Understanding Sr. Developer
Company: Retirement Fund Savings Company
Location: Remote + Hybrid (New York City)
Employment Type: Contract-to-Hire
Role Overview
Reporting to the Director of Automation, the UiPath AI Document Understanding Sr. Developer will lead the design, implementation, and advocacy of intelligent automation strategies using the UiPath suite. This role plays a pivotal part in transforming business operations through AI-powered document processing within the financial services domain. The individual will serve as both a technical leader and strategic partner to IT and business executives, helping them assess and adopt high-value use cases. The role includes mentoring junior developers and representing automation capabilities to senior stakeholders. Close collaboration with IT, operations, and business leadership is essential to demonstrate the comparative advantages of UiPath over alternative tools like MuleSoft.
Employee Value Proposition (EVP)
Purpose:
This role provides the opportunity to drive the intelligent automation strategy within a business unit critical to financial well-being and retirement planning. You'll be a key player in helping senior leadership accelerate transformation through advanced AI-based document understanding systems that reduce manual work and increase accuracy.
Growth:
As a senior automation specialist, you’ll gain direct visibility with business and IT leaders while mentoring junior developers into more senior roles. You’ll be helping shape the automation center of excellence while gaining domain expertise in financial operations at scale, positioning you for long-term leadership in AI transformation initiatives.
Motivators:
The work is high-impact and highly visible. You'll have ownership over real use cases, measurable ROI, and be trusted to represent automation solutions in cross-functional settings. If you’re motivated by autonomy, accountability, and solving complex problems with AI, this role is designed to showcase your strengths.
Major Objectives (Key Performance Objectives)
1. Establish Leadership and Trust Among Business and IT Executives
Within the first 90 days, demonstrate technical and strategic leadership by becoming a trusted resource to business and IT leaders. This includes presenting the core capabilities of UiPath Document Understanding and differentiating its business value from alternative platforms like MuleSoft. Success will be measured by feedback from stakeholders and your inclusion in strategic automation discussions.
2. Lead Use Case Discovery and ROI Justification
By the end of the first 120 days, identify and scope at least three high-value automation opportunities using UiPath’s intelligent document processing features. Deliver time and cost estimates, document business impact, and secure cross-functional alignment on ROI and feasibility. Performance will be evaluated based on accepted proposals and process readiness.
3. Champion Intelligent Automation Across Business Units
Within six months, drive the adoption of AI document understanding by coaching business leaders through proof-of-concept builds, sharing best practices, and influencing prioritization. Become the go-to resource for defining success metrics and demonstrating tangible business benefits. Success will be reflected in increased project pipeline volume and stakeholder advocacy.
4. Mentor and Develop Junior Developers into Future Leaders
Over the course of the first year, take ownership of guiding and mentoring junior UiPath developers by reviewing their work, offering architectural guidance, and helping them develop broader system thinking. Progress will be tracked through peer development metrics, improved code quality, and junior staff promotions or project lead readiness.
Critical Subtasks (Chronological Execution Plan)
1. Onboard Rapidly and Assess Automation Maturity
Within the first 30 days, become fully fluent in the company’s automation maturity, tooling landscape, governance processes, and document handling workflows. Conduct discovery interviews with IT and business users to understand needs and gaps. Deliver a written assessment and roadmap for UiPath Document Understanding deployment.
2. Build Technical Demonstrations for Business Stakeholders
By day 60, develop and present hands-on UiPath demos that show the value of AI-powered document classification and data extraction in high-priority use cases. Collaborate with business analysts to convert pain points into testable automations that demonstrate quick wins. Track stakeholder engagement and feedback quality.
3. Design and Deploy a Production-Grade Use Case
Within 90–120 days, deploy a fully functional UiPath Document Understanding solution from design to delivery. Ensure integration with existing systems, set up Action Center workflows, and train end users. Success will be measured by solution uptime, processing accuracy, and user satisfaction.
4. Document and Formalize the ROI for the Initial Deployment
After deployment, document the before/after impact, time savings, error reductions, and user experience improvements. Present a clear ROI justification to both IT and business leaders. Use this to support budget approvals for future automations.
5. Train Stakeholders on Intelligent Automation Best Practices
By month six, conduct two training sessions for developers, analysts, or business leaders. Focus on Intelligent Extraction, Action Center usage, and real-world decision automation. Track effectiveness through attendance, follow-up usage, and feedback surveys.
6. Support Scale-up and Transition to Strategic Automation Portfolio
From month six onward, begin supporting a growing portfolio of document understanding use cases. Formalize intake processes and support business case development. Align with the Director of Automation on portfolio metrics and tool governance.
7. Continuously Evaluate and Integrate AI to Improve Performance
Within the first 90–180 days, take ownership of identifying how AI and automation tools can support or enhance the core responsibilities of this role. Evaluate tasks that could be streamlined or improved, lead pilots, and embed continuous AI adoption into daily work.