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Manager, Value Engineering Financial Services

Celonis
New York, New York
Full Time
Posted November 5, 2025
$143k - $225k
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Job Description

The role involves leading customer value journeys in the financial services industry by translating strategic objectives into measurable ROI through AI-powered process intelligence and automation, managing a team of Value Engineers, and driving adoption, expansion, and renewal of the Celonis platform to deliver business transformation and value realization.

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 support building strategic expansion roadmaps for customers.
  • 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.

Requirements

  • Proven ability to lead by example as a previous people manager, including being on the front line with your teams, hands-on in all aspects and a role model for the organization.
  • Demonstrate ability to qualify all Value Engineering (VE) engagements, do 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 hands-on ability to demonstrate the power of the Celonis Process Intelligence Platform and accelerate value realization by leveraging Celonis AI and Orchestration features such as 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 leveraging 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 support engagements with strategic customers and senior stakeholders, translating customer objectives into high-impact use cases and value assessments.
  • Strong analytical abilities and a proven consulting skill set relevant to process improvement and automation in the Financial Services industry.

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
Global community and support programs
Open culture with autonomous teams

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