Lead Value Engineer - Financial Services

<div class="content-intro"><p>Celonis is the global leader in Process Intelligence and the pioneer of Process Mining technology. As one of the world’s fastest-growing enterprise SaaS companies, we are changemakers pushing the boundaries of what’s possible. We invest heavily in advanced AI capabilities—specifically our Process Intelligence Graph—to turn data insights into immediate business action. We believe there is a massive opportunity to unlock global productivity and sustainability by placing intelligence at the core of every business process. Join our mission to make processes work for people, companies, and the planet.</p></div><p>We are looking for a Lead Value Engineer, Financial Services—a product and value engineering leader with 10 years in banking and financial services. You will act as an architect for critical SaaS adoption work-streams within major banking accounts, building data-driven business cases, backing them with AI and automation solutions, and driving them through execution.</p> <p>As a Lead Value Engineer, you are a "go-to" execution expert within our go-to-market organization. You will move beyond standard process optimization to link Celonis' Process Intelligence to key outcomes for Tier-1 financial institutions.</p> <p>You will work in partnership with Sales Teams and have full responsibility for the end-to-end value journey of our customers, managing enterprise health check assessments and facilitating workshops with C-suite and department leads. You are our customers' trusted advisor, helping them achieve their strategic goals, scale their cloud software adoption, and deliver a 3-year strategic transformation roadmap with ranked initiatives, projected costs, and business outcomes.</p> <p>In collaboration with our partners and Services, you will drive measurable business impact across front-to-back banking processes. You will blend deep process expertise with Management Consulting (Strategy &amp; Operations Transformation) experience, an AI-solution mindset, and strong analytical skills at the forefront of one of the fastest-growing tech companies worldwide. Learn More about Value Engineering at Celonis&nbsp;<a href="https://www.youtube.com/watch?v=LbuQ9nteONg&quot;&gt;Here&lt;/a&gt;&lt;/p> <p>The work you’ll do:</p> <h3><strong>Identify &amp; Frame Value</strong></h3> <ul> <li><strong>Translate Strategy to Operations:</strong> Analyze the client’s strategic priorities and map end-to-end banking processes to AI-driven improvement use cases.</li> <li><strong>Target High-Impact Areas:</strong> Architect solutions that connect data across the value chain, focusing on critical banking operations like reporting automation, access control entitlements review workflows, and analytics dashboards.</li> <li><strong>Build the Business Case:</strong> Construct robust, data-backed business cases by transforming process and cost data into scored, visually ranked use cases with investment estimates and projected ROI.</li> <li><strong>Win Expansion:</strong> Build demos, develop value narratives and ROI frameworks, and present directly to C-level stakeholders across major banks to generate massive opportunity pipelines.</li> <li><strong>Assess Value:</strong> Undertake customer-facing value discovery and deliver proof-of-value projects for global Tier-1 financial institutions.</li> </ul> <h3><strong>Realize Value</strong></h3> <ul> <li><strong>Drive Engagement Success:</strong> Lead the value workstream by designing and deploying AI-powered feedback agents capable of ingesting 10,000+ customer data points to surface recurring themes and friction points.</li> <li><strong>Orchestrate Improvement:</strong> Guide customers on how to use AI and automation to streamline front-to-back banking processes.</li> <li><strong>Solve Systemic Challenges:</strong> Spearhead process redesigns by mapping current-state bottlenecks, embedding compliance requirements, and automating the end-to-end workflow.</li> <li><strong>Facilitate Workshops:</strong> Facilitate workshops with C-suite and department leads, scoring capabilities across multiple dimensions and benchmarking against industry peers.</li> <li><strong>Initiate Change:</strong> Conduct customer discovery, define success metrics and KPIs, and run successful pilots to onboard thousands of users.</li> <li><strong>Present Results:</strong> Present executive-ready business cases that convert engagements into new revenue.</li> </ul> <h3><strong>Scale Value</strong></h3> <ul> <li><strong>Codify Best Practices:</strong> Build client-facing tools that enable enterprise-wide teams to assess automation opportunities.</li> <li><strong>Mentor &amp; Enable:</strong> Act as a senior resource for the team, leveraging founder experience to design scalable operational processes and build performance dashboards to track financial and operational KPIs.</li> <li><strong>Product Feedback:</strong> Serve as a bridge between the customer and Product teams, reducing quarterly analysis times from days to hours and saving significant operational costs.</li> <li><strong>Manage the Journey:</strong> Lead end-to-end value discovery, business case development, and MVP delivery, securing C-suite approval for targeted conversion rate improvements.</li> <li><strong>Build Roadmaps:</strong> Deliver multi-year, multi-billion dollar strategic transformation roadmaps to embed sustainable optimization into the client's organization.</li> <li><strong>Drive Innovation:</strong> Provide feedback to our product development teams based on hands-on AI agent development, LLM/prompt engineering, and API integration experience.</li> </ul> <h3><strong>The qualifications you need:</strong></h3> <ul> <li><strong>Deep Industry Experience:</strong> 10 years in banking and financial services. Experience in Management Consulting (Strategy &amp; Operations Transformation).</li> <li><strong>Domain Expertise:</strong> You possess granular knowledge of capital markets, self-directed investing, and front-to-back banking processes.</li> <li><strong>Growth Mindset:</strong> Proven track record of managing the full customer lifecycle, with a demonstrated ability to land new accounts, expand footprint through strategic upselling, and drive long-term value to ensure <strong>high NRR, organic advocacy, and sustained SaaS growth</strong></li> <li><strong>Value Realization Skills:</strong> You have a track record of identifying operational inefficiencies and driving them to resolution. You understand how to impact the P&amp;L through process improvement, <strong>AI integration, and scalable technology deployment</strong>.</li> <li><strong>Technical Fluency:</strong> Good knowledge of Business Software/SaaS applications (e.g., SAP S/4HANA, Salesforce Consumer Goods Cloud, SAP IBP), and experience with data visualization, SQL, Python, or <strong>deploying LLMs/AI models</strong> is a strong plus.</li> <li><strong>Stakeholder Management:</strong> Experience presenting to and working with senior stakeholders. You can navigate complex internal structures and clearly communicate <strong>SaaS value and complex AI concepts</strong> to non-technical audiences.</li> <li><strong>Builder Mentality:</strong> You are comfortable working with ambiguity, <strong>adapting to a rapidly evolving AI landscape</strong>, and setting your own direction within an account team to achieve the best results.</li> <li><strong>Degree: B.S. or M.S. in Finance, Business Administration, Computer Science, or Industrial &amp; Operations Engineering. Additional certifications in Machine Learning, Artificial Intelligence, or Data Analytics are highly preferred.</strong></li> </ul> <p>Visa sponsorship is not offered for this role.</p><div class="content-pay-transparency"><div class="pay-input"><div class="description"><span data-sheets-value="{&quot;1&quot;:2,&quot;2&quot;:&quot;For positions in New York City only: We offer a base salary range of xxx – xxx, based on a Full Time Schedule. \n\nTotal compensation package will include base salary + bonus/commission + equity + benefits (health, dental, life, 401k, and paid time off). Please note that the base salary range is a guideline, and that the actual total compensation offer will be determined based on various factors, including, but not limited to, applicant's qualifications, skills, experiences, and location. &quot;}" data-sheets-userformat="{&quot;2&quot;:4480,&quot;10&quot;:0,&quot;11&quot;:4,&quot;15&quot;:&quot;Arial&quot;}">The base salary range below is for the role in the specified location, based on a Full Time Schedule. <br><br>Total compensation package will include base salary + bonus/commission + equity + benefits (health, dental, life, 401k, and paid time off). Please note that the base salary range is a guideline, and that the actual total compensation offer will be determined based on various