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 through AI-powered process intelligence and automation.
- Facilitate business value workshops and identify opportunities for process improvement using Celonis platform.
- Support customers in building strategic expansion roadmaps and driving platform adoption and expansion.
- Present value realization results to senior management and C-level executives to demonstrate ROI.
- Manage and lead a team of Value Engineers to deliver customer success and achieve growth targets.
- Coordinate with internal teams and external partners to ensure maximum program velocity and value realization.
- Guide customer IT teams through their Process Intelligence journey, demonstrating platform capabilities and accelerating value realization.
- Manage multiple strategic projects across financial services accounts, including scope, timelines, and resources.
- Communicate results, success, and risks to stakeholders and management, both internally and externally.
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 directly with customers, 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.
- Strong technical acumen regarding technologies used in Financial Services, such as CRM Client Lifecycle Management (CLM) tools, Robotic Process Automation (RPA) platforms, and cloud-based data architectures, to build an integrated Celonis Process Intelligence Platform roadmap.
- 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 across multiple project teams and individual contributors, 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 as a trusted advisor, supporting customer success and creating strategic expansion roadmaps.
- Ability to effectively allocate resources to meet sales, renewals, value, and adoption targets, and communicate success and risks proactively within the organization.
- Visa sponsorship is not offered for this role.
- The candidate must have a minimum of 5 years of experience in relevant roles, with specific experience in Financial Services and process improvement initiatives.
- Educational background or equivalent experience relevant to the role (specific degree requirements are not explicitly stated but implied through experience and expertise).
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
Career development and learning programs
Inclusive community and support programs
Global collaboration environment
Ready to Apply?
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