Celonis · 4 hours ago
Director, Value Engineering - Financial Services
NYC Metro Area
Full-time
Hybrid
Director/Executive
$195K/yr - $265K/yr
12+ years expCelonis is the global leader in Process Intelligence technology and one of the world's fastest-growing SaaS firms. As the Director of Value Engineering for Financial Services, you will lead the practice for North America, partnering with Sales Leadership and managing a diverse team to drive customer value and strategic goals.
AnalyticsArtificial Intelligence (AI)Big DataBusiness IntelligenceBusiness Process Automation (BPA)SaaS
No H1B
Hiring Manager
Brian Mitchell, SHRM-CP
Responsibilities
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
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
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
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
Qualification
Required
12+ years of relevant experience, with at least 5+ years in a people-management role within Management Consulting, Value Engineering, or Financial Services Operations
Deep, granular understanding of the Financial Services value chain including: Banking: Retail and Institutional Operations, Finance, Risk & Compliance, and Payments
Claims (Loss Ratios), Underwriting (Risk Selection), and Policy Servicing
Demonstrated ability to qualify complex engagements and drive commercial strategy
Understanding of the 'buying center' of a financial institution and how to navigate procurement, IT security, and business stakeholder requirements
Understanding of the modern FSI technology stack and how to articulate the value of Process Intelligence within a legacy vs. modernization landscape
Proven history of leading large-scale transformation programs that impacted the P&L through operational efficiency or risk mitigation
Extensive experience presenting to C-Level executives (COO, CIO, CDO)
Ability to navigate complex, matrixed organizations and use data to persuade senior stakeholders
Benefits
Health
Dental
Life
401k
Paid time off
Generous PTO
Hybrid working options
Company equity (RSUs)
Comprehensive benefits
Extensive parental leave
Dedicated volunteer days
Gym subsidies
Counseling
Well-being programs
Company
Celonis
Celonis provides an execution management system that helps companies in running their business processes.
1001-5000 employees
Funding
Current Stage
Late StageTotal Funding
$2.37BKey Investors
Qatar Investment AuthorityKeyBanc Capital MarketsArena Holdings
2023-07-15Secondary Market
2022-08-23Series D· $400M
2022-08-23Debt Financing· $600M
Leadership Team
Alexander Rinke
Co-CEO
Bastian Nominacher
Co-CEO / Co-Founder
Recent News
2026-01-19
Company data provided by crunchbase