Job Description
The role involves leading customer value journeys in the Financial Services industry by translating strategic objectives into measurable AI-driven process improvements, managing stakeholder relationships, and driving adoption and expansion of the Celonis Process Intelligence 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 identify opportunities for process improvements
- Support customers in building strategic expansion roadmaps and driving platform adoption
- Present value realization results to senior management and C-level stakeholders
- Manage and mentor a team of Value Engineers to deliver customer success and growth
- Coordinate resources and manage multiple strategic projects across financial services accounts
- Engage with stakeholders to communicate value opportunities and strategic roadmaps
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, 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.
- 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, and coordinating 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.
- Proven track record of 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.
- Ability to identify and prioritize use cases, implement improvement measures, and act as a change agent for the customer to ensure value realization.
- Availability to work full-time in the specified location (e.g., New York), with an understanding that visa sponsorship is not offered for this role.
- Total compensation package will include base salary, bonus, commission, equity, benefits, health, dental, life, 401k, and paid time off, with a base salary range of $143,000 to $225,000 USD for the role in New York.
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
Access to resources for well-being
Ready to Apply?
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