Lead Value Engineer - Financial Services

Celonis•New York, NY

1d•Hybrid

About The Position

Celonis is seeking a Lead Value Engineer, Financial Services, a product and value engineering leader with 10 years of experience in banking and financial services. This role involves acting as an architect for critical SaaS adoption work-streams within major banking accounts, building data-driven business cases, supporting them with AI and automation solutions, and driving them through execution. The Lead Value Engineer will be an execution expert within the go-to-market organization, linking Celonis' Process Intelligence to key outcomes for Tier-1 financial institutions. This role partners with Sales Teams and has full responsibility for the end-to-end value journey of customers, including managing enterprise health check assessments and facilitating workshops with C-suite and department leads. The individual will serve as a trusted advisor, helping clients achieve strategic goals, scale cloud software adoption, and deliver a 3-year strategic transformation roadmap with ranked initiatives, projected costs, and business outcomes. Collaboration with partners and Services is key to driving measurable business impact across front-to-back banking processes. The role requires a blend of deep process expertise, Management Consulting experience (Strategy & Operations Transformation), an AI-solution mindset, and strong analytical skills.

Requirements

10 years in banking and financial services.
Experience in Management Consulting (Strategy & Operations Transformation).
Granular knowledge of capital markets, self-directed investing, and front-to-back banking processes.
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 high NRR, organic advocacy, and sustained SaaS growth.
Track record of identifying operational inefficiencies and driving them to resolution.
Understanding of how to impact the P&L through process improvement, AI integration, and scalable technology deployment.
Good knowledge of Business Software/SaaS applications (e.g., SAP S/4HANA, Salesforce Consumer Goods Cloud, SAP IBP).
Experience with data visualization, SQL, Python, or deploying LLMs/AI models is a strong plus.
Experience presenting to and working with senior stakeholders.
Ability to navigate complex internal structures and clearly communicate SaaS value and complex AI concepts to non-technical audiences.
Comfortable working with ambiguity, adapting to a rapidly evolving AI landscape, and setting your own direction within an account team to achieve the best results.
B.S. or M.S. in Finance, Business Administration, Computer Science, or Industrial & Operations Engineering.

Nice To Haves

Additional certifications in Machine Learning, Artificial Intelligence, or Data Analytics are highly preferred.

Responsibilities

Identify & Frame Value: Translate Strategy to Operations by analyzing client's strategic priorities and mapping end-to-end banking processes to AI-driven improvement use cases.
Target High-Impact Areas: 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.
Build the Business Case: Construct robust, data-backed business cases by transforming process and cost data into scored, visually ranked use cases with investment estimates and projected ROI.
Win Expansion: Build demos, develop value narratives and ROI frameworks, and present directly to C-level stakeholders across major banks to generate massive opportunity pipelines.
Assess Value: Undertake customer-facing value discovery and deliver proof-of-value projects for global Tier-1 financial institutions.
Drive Engagement Success: 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.
Orchestrate Improvement: Guide customers on how to use AI and automation to streamline front-to-back banking processes.
Solve Systemic Challenges: Spearhead process redesigns by mapping current-state bottlenecks, embedding compliance requirements, and automating the end-to-end workflow.
Facilitate Workshops: Facilitate workshops with C-suite and department leads, scoring capabilities across multiple dimensions and benchmarking against industry peers.
Initiate Change: Conduct customer discovery, define success metrics and KPIs, and run successful pilots to onboard thousands of users.
Present Results: Present executive-ready business cases that convert engagements into new revenue.
Codify Best Practices: Build client-facing tools that enable enterprise-wide teams to assess automation opportunities.
Mentor & Enable: 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.
Product Feedback: Serve as a bridge between the customer and Product teams, reducing quarterly analysis times from days to hours and saving significant operational costs.
Manage the Journey: Lead end-to-end value discovery, business case development, and MVP delivery, securing C-suite approval for targeted conversion rate improvements.
Build Roadmaps: Deliver multi-year, multi-billion dollar strategic transformation roadmaps to embed sustainable optimization into the client's organization.
Drive Innovation: Provide feedback to our product development teams based on hands-on AI agent development, LLM/prompt engineering, and API integration experience.

Benefits

health
dental
life
401k
paid time off
Restricted Stock Units (RSUs) and merit-based refresh grants
24 weeks of fully paid leave for primary carers and 12 weeks for supporting carers
Unlimited PTO (in applicable regions) and generous PTO globally
flexible hybrid work model
70-20-10 learning framework, mentorship programs, and access to a dedicated learning platform
subsidized Wellhub memberships
mental health counseling
dedicated "Wellness Weeks"
paid time off to volunteer for community and environmental causes
participation in annual Inclusion Days