Director, Value Engineering - Financial Services
Celonis · New York, United States · 10mo ago
Celonis is the trusted platform to industrialize Enterprise AI. At our core is the Celonis Context Model — which combines process data, business knowledge, and intelligence into a living digital twin of the enterprise that AI can actually understand, turning AI's operational blind spots into operational clarity. World's leading companies trust Celonis and its global ecosystem of partners to make their AI agents, people, systems, and processes work together, achieving transformational outcomes. We believe there's a massive opportunity to unlock global productivity and sustainability by giving AI the context to understand how every business process really works. Join our mission to make processes work for people, companies, and the planet.
The Team:
Value Engineering operates at the heart of Celonis, bridging the gap between our Go-to-Market strategy, our Product roadmap, and our customers' realized value. In Financial Services, our team comprises a blend of Industry Executives, Technical Principals, and Value Engineers dedicated to transforming the operating models of the world's largest Banks, Insurers, and Asset Managers.
The Role:
As the Director of Value Engineering (FSI), you will lead the Financial Services practice for North America. You will serve as the strategic leader for the vertical, partnering with Sales Leadership to define the regional value agenda and orchestrating a multi-disciplinary team to drive end-to-end customer value journeys.
You will lead a diverse organization—ranging from strategic Industry Partners to technical execution teams—to translate high-level institutional goals (e.g., Capital Efficiency, Operational Resilience, Combined Ratio optimization) into realized P&L impact. You will serve as the Executive Sponsor for our most strategic accounts, ensuring Celonis is embedded as the default transformation platform across the Office of the COO, CIO, and Chief Digital Officer.
The work you’ll do:
Identify & Frame Strategic Value
- Translate Institutional Strategy: Partner with C-Level executives (COO, CIO, Heads of Lines of Business) to map bank and carrier strategic goals across Banking and Insurance —such as T+1 Settlement Readiness, Regulatory Compliance, or Claims Modernization—to specific Celonis capabilities.
- Drive the COO & CTO Agenda: Bridge the gap between technical innovation and operational reality. Ensure the team designs solutions that solve critical business problems (e.g., Reducing Manual Touchpoints, Modernizing Legacy Systems) while wrapping every proposal in a robust ROI model that validates the investment.
- Commercial Strategy: Partner with FSI Sales Leadership to scrutinize pipeline health, qualify strategic engagements, and effectively allocate resources (deploying Industry Partners vs. Execution Teams) to maximize ARR growth.
Realize Value (Program Execution)
- Orchestrate the "Digital Twin": Guide the delivery of complex transformation programs that link siloed divisions. You will oversee execution across value chains such as targeting Trade Lifecycle (Front-to-Back), Client Onboarding (KYC/AML), and Insurance Claims (Triage/Settlement).
- Solve Systemic Challenges: Leverage your team’s deep domain expertise to tackle implementation hurdles in complex environments, defining standards for Straight-Through Processing (STP), Exception Management, and Legacy Mainframe vs. Cloud interaction.
- Executive Sponsorship: Serve as the escalation point for the customer portfolio. Facilitate high-stakes steering committees to present realized value to senior management and ensure programs hit their strategic milestones.
Scale Value & Practice Innovation
- Codify FSI Best Practices: Turn our successes into reusable assets to scale the practice. You will drive the creation of industry-specific playbooks
- Product Feedback Loop: Act as the senior "Voice of the Customer" to Product & Engineering. You will advocate for specific development needs regarding data lineage, security, and regulatory reporting required by G-SIBs and Carriers.
Grow & Lead Talent
- Lead a Multi-Tiered Organization: Manage and mentor a diverse FSI team structure, including Client Value Partners (CVPs) and Value Engineering leaders.
- Develop World-Class Talent: Coach your direct reports on distinct tracks—helping Managers refine their leadership of execution teams, while helping CVPs sharpen their executive presence and domain authority.
- Resource Management: Effectively allocate resources across the North American portfolio to deliver on sales, renewals, and adoption targets, balancing high-touch strategic consulting with scalable value delivery.
The qualifications you need:
- Executive Leadership Experience: 12+ years of relevant experience, with at least 5+ years in a people-management role within Management Consulting, Value Engineering, or Financial Services Operations.
- FSI Domain Fluency: Deep, granular understanding of the Financial Services value chain including:
- Banking: Retail and Institutional Operations, Finance, Risk & Compliance, and Payments
- Insurance: Claims (Loss Ratios), Underwriting (Risk Selection), and Policy Servicing
- Commercial Acumen: Demonstrated ability to qualify complex engagements and drive commercial strategy. You understand the "buying center" of a financial institution and how to navigate procurement, IT security, and business stakeholder requirements.
- Technical Context: Understanding of the modern FSI technology stack and how to articulate the value of Process Intelligence within a legacy vs. modernization landscape.
- Value Realization Track Record: Proven history of leading large-scale transformation programs that impacted the P&L through operational efficiency or risk mitigation.
- Stakeholder Management: Extensive experience presenting to C-Level executives (COO, CIO, CDO). You can navigate complex, matrixed organizations and use data to persuade senior stakeholders
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). 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.
What Celonis can offer you:
- Pioneer Innovation: Work with the global leader in Process Mining and the Process Intelligence Graph to shape the future of AI-driven business operations.
- Ownership from Day 1: Every full-time "Celonaut" is an owner, receiving Restricted Stock Units (RSUs) and merit-based refresh grants.
- Unrivaled Family Support: Benefit from our inclusive parental leave policy—24 weeks of fully paid leave for primary carers and 12 weeks for supporting carers, available from your first day of employment.
- Work-Life Integration: Enjoy Unlimited PTO (in applicable regions) and generous PTO globally, as well as a flexible hybrid work model that balances remote focus with vibrant office collaboration.
- Continuous Growth: Elevate your skills through our 70-20-10 learning framework, mentorship programs, and access to a dedicated learning platform.
- Holistic Well-being: Prioritize your health with subsidized Wellhub memberships, mental health counseling, and dedicated "Wellness Weeks" that prioritize work/life balance.
- Drive Sustainability: Participate in annual Impact Days, where you receive paid time off to volunteer for community and environmental causes with your local office, or virtually.
- Global Inclusion & Belonging: Find community through our Inclusion Think Tank and participate in our annual Inclusion Days, ensuring every voice is heard and valued.
- Value-Driven Impact: Join a mission-led organization where our core values—Live for Customer Value, The Best Team Wins, We Own It, and Earth Is Our Future—drive every decision.
About Us:
Celonis is the trusted platform to industrialize Enterprise AI, empowering organizations to analyze, design, and operate AI-driven processes. The Celonis Platform is powered by the Celonis Context Model, which combines process data, business knowledge, and intelligence to create a living digital twin of the enterprise that AI can understand — turning AI’s operational blind spots into operational clarity. Industry-leading companies around the world trust Celonis and its global ecosystem of partners to make their AI agents, people, systems, and processes work together, achieving transformational outcomes. 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.
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