Manager, Value Engineering (Financial Services)

Reposted 2 Days Ago
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New York, NY
Hybrid
143K-225K Annually
Senior level
Big Data • Information Technology • Productivity • Software • Analytics • Business Intelligence • Consulting
Celonis helps the world’s largest and most esteemed brands make processes work for people, companies and the planet.
The Role
Lead a team to maximize customer value from Celonis Process Intelligence by translating strategic objectives into AI-powered use cases and managing end-to-end customer journeys in Financial Services.
Summary Generated by Built In

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 Team

Value Engineering operates at the very heart of Celonis, where strategic consulting meets groundbreaking technology. We are the bridge between our Go-to-Market and our Product & Engineering organization, maximizing the value our customers realize from the Celonis Process Intelligence platform and its market-leading AI-powered Execution and Automation capabilities.Value Engineering has full responsibility for the end-to-end value journey of our customers – landing, expanding, adopting and renewing. Responsibilities include translating customers’ objectives into value assessments or proof-of-value projects that transform processes through intelligent automation and AI, building specific Celonis business cases and demos, running value workshops, and engaging with multiple senior stakeholders to deliver value driven results and secure long term partnership agreements.

The Role:

In financial services, our technology is fundamentally transforming how banks, insurers, and asset managers operate, unlocking massive new levels of efficiency and productivity. 

Within the role of Manager, Value Engineering for the Financial Services Industry in North America, you will lead a dynamic team of Value Engineers and drive end-to-end customer value journeys, securing new customers and expanding success with existing customers (ACV growth) and renewals (renewal rate). You are a trusted advisor to the Celonis Go-to-Market Leadership Team, supporting engagements with strategic customers and senior stakeholders. 

As a Manager in one of the fastest-growing tech companies globally, you will bring together deep process and industry knowledge with a proven consulting skill set and strong analytical abilities. You will foster a positive and supportive work environment for your teams, promoting employee satisfaction and career growth.

The work you’ll do:

Identify & Frame Value for Prospects/Customers

  • Own the end-to-end customer value journey, including responsibility for landing, expanding, adoption and renewing accounts
  • Translate customers’ strategic objectives into high-impact Celonis use cases, demonstrating how AI-powered process intelligence and automation will deliver measurable ROI. Evangelize the Process Intelligence Platform across prospects and customers
  • Communicate the value opportunity and strategic roadmap to C-Level executives in partnership with sales leadership
  • Serve as an executive sponsor across the customer portfolio and solidify Celonis as a strategic business transformation platform for our customers

Create & Scale Value Across The Portfolio By leveraging Our Full Platform Suite Including Industry-leading AI Solutions

  • Lead customers through the Celonis Value Journey. Landing, expanding, adoption and renewing
  • Facilitate business value workshops and use Celonis to identify and qualify opportunities for process enhancement
  • Support our customers in building a strategic expansion roadmap embedding Celonis Process Intelligence Platform as a strategic business transformation platform in their organization and therefore drive adoption and expansion
  • Present results and realized value to senior management and C-level executives
  • Ensure customer success and architect improvement measures and manage change within the customer base
  • Provide feedback to our product development teams to enhance the Celonis platform and Apps based on new use cases

Grow & Lead Celonis Talent

  • Develop world-class talent through hands-on engagement, continuous feedback, and active mentorship 
  • Lead by example and consistently demonstrate the Celonis Leadership Principles (lead with purpose, facilitate greatness, embrace difference, and cultivate balance)
  • Effectively allocate Celonis resources to deliver on company sales, renewals, value, and adoption targets 
  • Communicate success and risks proactively within the organization 

The qualifications you need:

  • Leadership Skills: A previous people manager, you have proven ability to lead by example, including being on the front line with your teams, hands-on in all aspects and a role model for the organization.
  • Sales & Commercial Acumen: Demonstrate ability to qualify all VE engagements, do discovery with customers directly, steer/allocate resources efficiently, and champion our value selling methodology with our customers
  • Domain Expertise: Demonstrated business domain expertise within Financial Services (e.g., Retail Banking, Payments, Insurance Claims, Wealth Management, or Financial Crime/Compliance). Must have experience in major strategic transformation initiatives and an ability to articulate a compelling value roadmap that integrates process mining with AI-driven execution, automation, and core system modernization.
  • Industry Expertise: Demonstrate a deep understanding of the strategic challenges facing the C-Suite in Financial Services, including the drive for digital process efficiency and the pressure to reduce manual touchpoints. Possess strong technical acumen regarding technologies used in the industry, such as CRM/Client Lifecycle Management (CLM) tools, RPA platforms, and cloud-based data architectures, to build an integrated Celonis Process Intelligence Platform roadmap
  • Product & Technical Acumen: Proven experience guiding customer’s IT teams throughout their Process Intelligence journey. Hands-on ability to demonstrate the power of our Process Intelligence Platform and accelerate value realization by leveraging Celonis' AI and Orchestration features (e.g., building dashboards, Apps, and Action Flows/Automation).
  • Project Management: Lead the successful delivery of a portfolio of strategic programs and projects across multiple Financial Services accounts. This includes comprehensive management of scope, expectations, timelines, budget, and resource allocation across multiple project teams and individual contributors. Systematically leverage and coordinate partners from the Celonis Ecosystem to ensure maximum program velocity and value realization.
  • Executive Stakeholder Management: Experience in preparing and communicating results to stakeholders and management, both internally and externally.
  • Value Selling Methodology: Demonstrate experience of following the Celonis value selling methodology alongside the customer journey: including discovery, qualification, value assessments and proofs, and demonstrate the full value potential of Celonis Process Intelligence Platform
  • Value Realization: Proven track record of identifying and prioritizing use cases, implementing improvement measures and becoming a change agent for the customer

Visa sponsorship is not offered for this role.

The base salary range below is for the role in the specified location, based on a Full Time Schedule.
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 factors, including, but not limited to, applicant's qualifications, skills, experiences, and location.
The base salary range below is for the role in New York, based on a Full Time Schedule.
$143,000$225,000 USD

What Celonis Can Offer You:

  • Pioneer Innovation: Work with the leading, award-winning process mining technology, shaping the future of business.
  • Accelerate Your Growth: Benefit from clear career paths, internal mobility, a dedicated learning program, and mentorship opportunities.
  • Receive Exceptional Benefits: Including generous PTO, hybrid working options, company equity (RSUs), comprehensive benefits, extensive parental leave, dedicated volunteer days, and much more. Interns and working students explore your benefits here.
  • Prioritize Your Well-being: Access to resources such as gym subsidies, counseling, and well-being programs.
  • Connect and Belong: Find community and support through dedicated inclusion and belonging programs.
  • Make Meaningful Impact: Be part of a company driven by strong values that guide everything we do: Live for Customer Value, The Best Team Wins, We Own It, and Earth Is Our Future.
  • Collaborate Globally: Join a dynamic, international team of talented individuals.
  • Empowered Environment: Contribute your ideas in an open culture with autonomous teams.

About Us:

Celonis makes processes work for people, companies and the planet. The Celonis Process Intelligence Platform uses industry-leading process mining and AI technology and augments it with business context to give customers a living digital twin of their business operation. It’s system-agnostic and without bias, and provides everyone with a common language for understanding and improving businesses. Celonis enables its customers to continuously realize significant value across the top, bottom, and green line. Celonis is headquartered in Munich, Germany, and New York City, USA, with more than 20 offices worldwide.

Get familiar with the Celonis Process Intelligence Platform by watching this video.

Celonis Inclusion Statement:

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.

Your Privacy:

Any information you submit to Celonis as part of your application will be processed in accordance with Celonis’ Accessibility and Candidate Notices

By submitting this application, you confirm that you agree to the storing and processing of your personal data by Celonis as described in our Privacy Notice for the Application and Hiring Process.

Please be aware of common job offer scams, impersonators and frauds. Learn more here.

Top Skills

AI
Cloud-Based Data Architectures
CRM
Process Mining
Rpa

What the Team is Saying

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The Company
HQ: New York, NY
3,000 Employees
Year Founded: 2011

What We Do

Celonis makes processes work for people, companies and the planet. The Celonis Process Intelligence Platform uses industry-leading process mining and AI technology and augments it with business context to give customers a living digital twin of their business operation. It’s system-agnostic and without bias, and provides everyone with a common language for understanding and improving businesses. Celonis enables its customers to continuously realize significant value across the top, bottom, and green line.

Celonis is headquartered in Munich, Germany, and New York City, USA, with more than 20 offices worldwide.

Why Work With Us

Celonis is a dynamic, fast-paced, and rewarding place to work. Proudly calling ourselves Celonauts, we are innovators and change-makers who challenge the status quo. We tackle challenges together and celebrate our successes as a team in and out of the office.

Together, we’re changing the world one process at a time. Care to join us?

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About our Teams

Celonis Offices

Hybrid Workspace

Employees engage in a combination of remote and on-site work.

Celonis offers a hybrid work policy, blending remote work flexibility with in-office collaboration. Employees enjoy the comfort of working from home while benefiting from teamwork and connection in our modern office spaces.

Typical time on-site: 0 days a week
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