Job Description
The role involves leading customer value journeys by translating strategic objectives into measurable ROI using Celonis' Process Intelligence platform, managing a team of Value Engineers, and driving process automation and AI-driven transformation initiatives within the Financial Services industry.
Key Responsibilities
- Lead end-to-end customer value journeys, including landing, expanding, adoption, and renewal of accounts
- Translate customer objectives into high-impact use cases demonstrating ROI with AI-powered process intelligence and automation
- Facilitate business value workshops and identify opportunities for process improvement
- Support customers in building strategic expansion roadmaps and driving platform adoption
- Present results and realized value to senior management and C-level executives
- Ensure customer success by architecting improvement measures and managing change within the customer base
- Lead and develop a team of Value Engineers, fostering a positive work environment and promoting career growth
- Manage multiple strategic programs and projects, coordinating resources and stakeholders for maximum value realization
Requirements
- Proven ability to lead by example as a previous people manager, including being on the front line with teams, hands-on in all aspects, and serving as a role model for the organization.
- Demonstrate ability to qualify all Value Engineering (VE) engagements, conduct discovery with customers directly, steer resource allocation efficiently, and champion the value selling methodology with customers.
- Demonstrated business domain expertise within Financial Services, such as Retail Banking, Payments, Insurance Claims, Wealth Management, or Financial Crime Compliance, including experience in major strategic transformation initiatives and the ability to articulate a compelling value roadmap that integrates process mining with AI-driven execution, automation, and core system modernization.
- 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, along with strong technical acumen regarding technologies used in the industry such as CRM Client Lifecycle Management (CLM) tools, RPA platforms, and cloud-based data architectures.
- Proven experience guiding customer IT teams throughout their Process Intelligence journey, with the ability to demonstrate the power of the Celonis Process Intelligence Platform and accelerate value realization by leveraging Celonis AI and Orchestration features, including building dashboards, Apps, and Action Flows Automation.
- Experience leading the successful delivery of a portfolio of strategic programs and projects across multiple Financial Services accounts, including comprehensive management of scope, expectations, timelines, budget, and resource allocation, and coordination of partners from the Celonis Ecosystem to ensure maximum program velocity and value realization.
- Experience in preparing and communicating results to stakeholders and management, both internally and externally.
- Demonstrated experience following the Celonis value selling methodology throughout the customer journey, including discovery, qualification, value assessments, proofs, and demonstrating the full value potential of the Celonis Process Intelligence Platform.
- Proven track record of identifying and prioritizing use cases, implementing improvement measures, and acting as a change agent for the customer.
- Ability to lead end-to-end customer value journeys, including responsibility for landing, expanding, adoption, and renewing accounts.
- Strong sales and commercial acumen to qualify VE engagements, conduct customer discovery, allocate resources, and support strategic growth and renewal targets.
- Educational background or experience sufficient to support the above requirements (specific degree or certification not explicitly stated but implied).
- Willingness to work in a full-time capacity with a salary range of $143,000 to $225,000 USD in New York, with the understanding that total compensation includes base salary, bonus, commission, equity, and benefits.
- Visa sponsorship is not offered for this role.
Benefits & Perks
Base salary range: $143,000 - $225,000 USD
Total compensation package including bonus, commission, equity, benefits, health, dental, life, 401k, and paid time off
Hybrid working options
Generous paid time off (PTO)
Company equity RSUs
Extensive parental leave
Dedicated volunteer days
Gym subsidies
Counseling and well-being programs
Internal mobility and mentorship opportunities
Clear career paths
Access to resources for well-being
Community and inclusion programs
Global collaboration opportunities
Ready to Apply?
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