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Celonis · 15 hours ago

Manager, Value Engineering (Financial Services)

NYC Metro Area

Full-time

Onsite

Mid, Senior Level

$143K/yr - $225K/yr

Celonis is the global leader in Process Intelligence technology and one of the world's fastest-growing SaaS firms. The Manager, Value Engineering for Financial Services will lead a team to drive customer value journeys, secure new customers, and expand existing relationships while fostering a positive work environment.

AnalyticsArtificial Intelligence (AI)Big DataBusiness IntelligenceBusiness Process Automation (BPA)SaaS

No H1B

Responsibilities

Own the end-to-end customer value journey, including responsibility for landing, expanding, adoption and renewing accounts

Translate customers’ strategic objectives into high-impact Celonis use cases, demonstrating how AI-powered process intelligence and automation will deliver measurable ROI. Evangelize the Process Intelligence Platform across prospects and customers

Communicate the value opportunity and strategic roadmap to C-Level executives in partnership with sales leadership

Serve as an executive sponsor across the customer portfolio and solidify Celonis as a strategic business transformation platform for our customers

Lead customers through the Celonis Value Journey. Landing, expanding, adoption and renewing

Facilitate business value workshops and use Celonis to identify and qualify opportunities for process enhancement

Support our customers in building a strategic expansion roadmap embedding Celonis Process Intelligence Platform as a strategic business transformation platform in their organization and therefore drive adoption and expansion

Present results and realized value to senior management and C-level executives

Ensure customer success and architect improvement measures and manage change within the customer base

Provide feedback to our product development teams to enhance the Celonis platform and Apps based on new use cases

Develop world-class talent through hands-on engagement, continuous feedback, and active mentorship

Lead by example and consistently demonstrate the Celonis Leadership Principles (lead with purpose, facilitate greatness, embrace difference, and cultivate balance)

Effectively allocate Celonis resources to deliver on company sales, renewals, value, and adoption targets

Communicate success and risks proactively within the organization

Qualification

Domain ExpertiseProduct & Technical AcumenValue Selling MethodologyLeadership SkillsSales & Commercial AcumenExecutive Stakeholder ManagementProject ManagementValue Realization

Required

Leadership Skills: A previous people manager, you have proven ability to lead by example, including being on the front line with your teams, hands-on in all aspects and a role model for the organization

Sales & Commercial Acumen: Demonstrate ability to qualify all VE engagements, do discovery with customers directly, steer/allocate resources efficiently, and champion our value selling methodology with our customers

Domain Expertise: Demonstrated business domain expertise within Financial Services (e.g., Retail Banking, Payments, Insurance Claims, Wealth Management, or Financial Crime/Compliance). Must have experience in major strategic transformation initiatives and an ability to articulate a compelling value roadmap that integrates process mining with AI-driven execution, automation, and core system modernization

Industry Expertise: Demonstrate a 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. Possess strong technical acumen regarding technologies used in the industry, such as CRM/Client Lifecycle Management (CLM) tools, RPA platforms, and cloud-based data architectures, to build an integrated Celonis Process Intelligence Platform roadmap

Product & Technical Acumen: Proven experience guiding customer's IT teams throughout their Process Intelligence journey. Hands-on ability to demonstrate the power of our Process Intelligence Platform and accelerate value realization by leveraging Celonis' AI and Orchestration features (e.g., building dashboards, Apps, and Action Flows/Automation)

Project Management: Lead the successful delivery of a portfolio of strategic programs and projects across multiple Financial Services accounts. This includes comprehensive management of scope, expectations, timelines, budget, and resource allocation across multiple project teams and individual contributors. Systematically leverage and coordinate partners from the Celonis Ecosystem to ensure maximum program velocity and value realization

Executive Stakeholder Management: Experience in preparing and communicating results to stakeholders and management, both internally and externally

Value Selling Methodology: Demonstrate experience of following the Celonis value selling methodology alongside the customer journey: including discovery, qualification, value assessments and proofs, and demonstrate the full value potential of Celonis Process Intelligence Platform

Value Realization: Proven track record of identifying and prioritizing use cases, implementing improvement measures and becoming a change agent for the customer