Lead Value Engineer - Financial Services

The Opportunity

Are you a transformation leader ready to architect the future of Financial Services?

We are looking for a Lead Value Engineer to serve as the chief architect for critical SaaS and AI adoption workstreams across top-tier banking and insurance accounts. This is not a standard process optimization role. You will act as a trusted advisor to C-suite executives (COO CCO CRO CFO) blending deep operational DNA with strategic transformation expertise and an AI-first mindset. Your mission is to design Target Operating Models (TOM) translate abstract client needs into actionable Go-To-Market (GTM) strategies and deliver multi-year technical roadmaps that drive massive financial impact.

The Impact You Will Drive

• Identify & Architect Value: Translate executive priorities into AI-driven use cases and establish robust Value Realization Frameworks.
• Build Solution Blueprints: Transform complex business bottlenecks into scalable end-to-end architectural frameworks and data flows executing them from concept to reality.
• Quantify Impact: Construct data-backed business cases highlighting quantifiable financial wins targeting $10M+ in cost savings.
• Win the Room & Innovate: Deliver compelling value narratives directly to C-level stakeholders acting as an industry thought leader to generate massive opportunity pipelines.
• Orchestrate & Realize Change: Act as a Master Black Belt for clients by embedding compliance mapping bottlenecks and automating end-to-end workflows.
• Drive Executive Workshops: Facilitate high-stakes capability-scoring GTM foundation building and industry benchmarking sessions with enterprise leadership.
• Manage the Journey: Own the end-to-end customer value journey through technical discovery solution design pilots and Quarterly Business Reviews.

How You Will Scale & Innovate

• Design AI Roadmaps: Build comprehensive generative AI and automation roadmaps focused on complex multi-agent end-to-end orchestration moving far beyond simple task-bots.
• Codify Success: Create standardized blueprint templates empowering enterprise teams to rapidly assess and replicate automation opportunities.
• Shape the Product: Bridge the gap between customers and Product teams by sharing hands-on production-level insights from AI agent development and API integrations.

Who You Are: The Ideal Backgrounds

You are a strategic leader with 8–12+ years of experience navigating unstructured enterprise problems. Successful candidates typically hail from one of the following backgrounds:

• Enterprise SaaS Value Engineering: You have acted as a Strategic Solutions Consultant or Enterprise Architect at a top-tier software company linking complex technical capabilities directly to executive financial outcomes.
• FSI Strategy & Transformation: You sit within Corporate Strategy or Internal Consulting at a major bank or insurance firm translating corporate goals into operational reality.
• Management & Tech Consulting: You have a portfolio of quantified business cases in Operational Excellence or Digital Transformation from MBB Big 4 or leading tech consultancies.
• Lean Six Sigma / Master Black Belt: You have a deep understanding of process DNA having led Process Re-engineering or Global Capability Centers (GCCs) at global banks.
• Automation & AI Strategist: You have proven experience designing AI enablement strategies sitting directly at the intersection of data applied engineering and FSI business units.

The Non-Negotiables

• Hard Skills: Proficiency in SQL and Python; deep familiarity with complex ERP ecosystems like SAP Oracle or Sage Intacct and BI Tools (Tableau PowerBI).
• Applied AI Expertise: Platform-agnostic experience in applied AI including working knowledge of LLMs Agent Orchestration Tool Use Function Calling RAG and Structured Outputs.
• Methodologies: Ability to design executive workshop logic that builds from a foundation of SaaS GTM strategy directly into advanced Process Mining (RPA/BPM implementation experience are acceptable proxies).
• Blueprinting: Proven ability to create sophisticated enterprise architecture diagrams and translate abstract business strategy into strict actionable technical requirements.
• Banking Domain: Granular knowledge of Risk & Compliance (KYC AML) High-Value Payments Settlements or Lending Operations.
• Insurance Domain: Deep understanding of Claims (FNOL Adjudication) or Underwriting (Quote-to-Bind Policy Servicing).
• Education: B.S. or M.S. in Finance Business Computer Science or Industrial Engineering. (LSS Black Belt ML or Data Analytics certifications are a major plus).

Visa sponsorship is not offered for this role.

What We Do

Celonis makes processes work — for people companies and the planet. Powered by process mining and AI the Celonis Process Intelligence Platform integrates process data and business context to create a living digital twin of business operations. We enable thousands of companies worldwide to understand how their business actually runs and together with their partners build intelligent solutions that transform and continuously improve the way they operate — unlocking billions in value. Celonis is headquartered in Munich Germany and New York City USA with more than 20 offices worldwide. # Approximately half of the top 200 companies of the Forbes Global 2000 are Celonis customers. # More than 30% of the Fortune Global 500 and more than 25% of the Fortune 500 are Celonis customers. # To date Celonis customers have realized more than $8 billion in value and identified more than $18 billion in value. Celonis has been recognized as: # Germany’s most valuable startup and one of the most valuable in New York City # One of the world’s 50 most valuable private companies # The first German decacorn and one of only 48 in the world # The second largest unicorn in Europe

Why Work With Us

Celonis is a dynamic fast-paced and rewarding place to work. Proudly calling ourselves Celonauts we are innovators and change-makers who challenge the status quo. We tackle challenges together and celebrate our successes as a team in and out of the office. Together we’re changing the world one process at a time. Care to join us?

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