Client Value Partner (CVP) - Financial Services Industry

Celonis•New York, NY

About The Position

We're Celonis, the global leader in Process Intelligence technology and one of the world's fastest-growing SaaS firms. We believe there is a massive opportunity to unlock productivity by placing AI, data and intelligence at the core of business processes - and for that, we need your help. Care to join us? The Role: We are looking for a Client Value Partner—a seasoned industry executive who can bridge the gap between high-level institutional strategy and complex technical execution. You will act as the primary accountable lead for one of our most strategic Global Banking accounts, translating C-level vision into realized P&L impact. This role requires more than standard client success; it requires a Program Director mindset. You will serve as the strategic architect for a massive transformation program, orchestrating execution across multiple parallel streams to link Celonis capabilities to key outcomes specific to Investment Banking, Global Markets, and Asset Management. You will blend deep Capital Markets expertise with a proven strategy consulting skill set to spearhead data-driven transformation at the forefront of one of the fastest-growing tech companies worldwide.

Requirements

Deep Institutional Experience: 15+ years of relevant experience, ideally combining tenure at a top-tier Investment Bank, Asset Manager, or Custodian with Strategy Consulting. You must understand the pressure of the trading floor and the complexity of the back office.
Capital Markets Fluency: You possess granular knowledge of the Capital Markets value chain. You speak the language of Global Markets Operations, Controllership, Treasury Services, and Risk & Compliance (e.g., MiFID, Dodd-Frank, CSDR).
Technical Context: You understand the modern banking technology stack (Legacy Mainframe vs. Cloud modernization, Swift, FIX protocol) and how to apply Process Intelligence within that landscape.
Program Leadership: Demonstrated experience leading complex, multi-stream programs. You have managed initiatives where multiple projects run in parallel under one strategic umbrella, requiring strict dependency management and cross-functional alignment.
Value Realization: A track record of driving large-scale transformation programs that impacted the P&L through operational efficiency or risk mitigation.
Stakeholder Management: Extensive experience presenting to and influencing C-Level executives (CIO, COO, CFO, CRO). You can navigate complex, matrixed organizations and use data to persuade senior stakeholders.
Builder Mentality: You are comfortable working with ambiguity and possess an entrepreneurial leadership style that inspires teams.
Required: Degree in Business, Finance, Economics, or related field.

Nice To Haves

MBA strongly preferred.

Responsibilities

Translate Institutional Strategy to Operations: Analyze the bank’s strategic goals (e.g., Operational Resilience, T+1 Settlement Readiness, Capital Efficiency, Regulatory Compliance) and map them to a long-term vision utilizing the Celonis platform.
Architect the "Office of the CFO/COO" Agenda: Design the roadmap for optimizing end-to-end value chains, specifically targeting Trade Lifecycle (Front-to-Back), Institutional Client Onboarding (KYC/AML), and Inter-company Reconciliations.
Build the Board-Level Business Case: Construct robust business cases that articulate the financial impact of Process Intelligence on specific banking metrics (e.g., Cost-to-Income Ratios, Intraday Liquidity Management, RWA optimization, and Fails Management).
Lead Value Assessments: Leverage industry benchmarks to quantify the value opportunity and present a multi-year strategic roadmap to C-Level executives (CIO, COO, CFO).
Orchestrate Multi-Stream Execution: Act as the de facto Program Lead for large-scale transformations. You will manage multiple execution streams simultaneously, ensuring alignment between siloed divisions (e.g., aligning Equities Ops with Reference Data and Compliance).
Drive the "Digital Twin" Agenda: Lead the executive relationship to deliver on the promise of a digital twin, managing the complexity of interconnected processes rather than isolated use cases.
Mobilize the Ecosystem: Guide the client on organization design and the maturation of Centers of Excellence (CoE). You will mobilize global cross-functional teams to ensure seamless delivery across key regions (AMER, EMEA, APAC).
Solve Systemic Challenges: Tackle difficult implementation hurdles by defining standards for Straight-Through Processing (STP), Exception Management, and regulatory reporting.
Measure & Report: Derive improvement measures in core business functions, present realized value to senior management, and ensure the program is hitting its strategic milestones.
Codify Capital Markets Best Practices: Turn client successes into reusable assets, playbooks, and thought leadership for the broader Capital Markets practice.
Mentor & Enable: Act as a senior leader for the team, coaching junior members on executive relationship management, complex financial instruments, and high-performance team dynamics.
Product Feedback Loop: Serve as the "Voice of the Customer" to our Product teams, ensuring our development roadmap aligns with the specific security, scale, and data lineage needs of a G-SIB.
Commercial Growth: Responsible for the end-to-end customer value journey, including landing, expanding, adoption, and renewal. Build a strategic expansion roadmap to embed Celonis as the default business transformation platform across the bank.