Lead Value Engineer - Financial Services

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.

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.

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.

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 & 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 Here

The work you’ll do:

• Translate Strategy to Operations: Analyze the client’s strategic priorities and map 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.

• Deep Industry Experience: 10 years in banking and financial services. Experience in Management Consulting (Strategy & Operations Transformation).
• Domain Expertise: You possess granular knowledge of capital markets, self-directed investing, and front-to-back banking processes.
• Growth Mindset: 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
• Value Realization Skills: You have a track record of identifying operational inefficiencies and driving them to resolution. You understand how to impact the P&L through process improvement, AI integration, and scalable technology deployment.
• Technical Fluency: 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 deploying LLMs/AI models is a strong plus.
• Stakeholder Management: Experience presenting to and working with senior stakeholders. You can navigate complex internal structures and clearly communicate SaaS value and complex AI concepts to non-technical audiences.
• Builder Mentality: You are 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.
• Degree: B.S. or M.S. in Finance, Business Administration, Computer Science, or Industrial & Operations Engineering. Additional certifications in Machine Learning, Artificial Intelligence, or Data Analytics are highly preferred.

Visa sponsorship is not offered for this role.

• Pioneer Innovation: Work with the global leader in Process Mining and the Process Intelligence Graph to shape the future of AI-driven business operations.
• Ownership from Day 1: Every full-time "Celonaut" is an owner, receiving Restricted Stock Units (RSUs) and merit-based refresh grants.
• Unrivaled Family Support: Benefit from our inclusive parental leave policy—24 weeks of fully paid leave for primary carers and 12 weeks for supporting carers, available from your first day of employment.
• Work-Life Integration: Enjoy Unlimited PTO (in applicable regions) and generous PTO globally, as well as a flexible hybrid work model that balances remote focus with vibrant office collaboration.
• Continuous Growth: Elevate your skills through our 70-20-10 learning framework, mentorship programs, and access to a dedicated learning platform.
• Holistic Well-being: Prioritize your health with subsidized Wellhub memberships, mental health counseling, and dedicated "Wellness Weeks" that prioritize work/life balance.
• Drive Sustainability: Participate in annual Impact Days, where you receive paid time off to volunteer for community and environmental causes with your local office, or virtually.
• Global Inclusion & Belonging: Find community through our Inclusion Think Tank and participate in our annual Inclusion Days, ensuring every voice is heard and valued.
• Value-Driven Impact: Join a mission-led organization where our core values—Live for Customer Value, The Best Team Wins, We Own It, and Earth Is Our Future—drive every decision.

Celonis makes processes work — for people, companies, and the planet. Powered by process mining and AI, the Celonis Process Intelligence Platform integrates process data and business context to create a living digital twin of business operations. We enable thousands of companies worldwide to understand how their business actually runs and, together with their partners, build intelligent solutions that transform and continuously improve the way they operate — unlocking billions in value. Celonis is headquartered in Munich, Germany, and New York City, USA, with more than 20 offices worldwide.

At Celonis, we believe our people make us who we are and that “The Best Team Wins”. We know that the best teams are made up of people who bring different perspectives to the table. And when everyone feels included, able to speak up and knows their voice is heard - that's when creativity and innovation happen.

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