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Lead Value Engineer - Financial Services

New York, US, New York

Celonis is the global leader in Process Intelligence and the pioneer of Process Mining technology. As one of the world’s fastest-growing enterprise SaaS companies, we are changemakers pushing the boundaries of what’s possible. We invest heavily in advanced AI capabilities—specifically our Process Intelligence Graph—to turn data insights into immediate business action. We believe there is a massive opportunity to unlock global productivity and sustainability by placing intelligence at the core of every business process. Join our mission to make processes work for people, companies, and the planet.

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.

The base salary range below is for the role in the specified location, based on a Full Time Schedule.

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.

The base salary range below is for the role in New York, based on a Full Time Schedule.

$157,000 - $184,000 USD

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 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.


Get familiar with the Celonis Process Intelligence Platform by watching this video.

Celonis Inclusion Statement:

At Celonis, we believe our people make us who we are and that “The Best Team Wins”. We know that the best teams are made up of people who bring different perspectives to the table. And when everyone feels included, able to speak up and knows their voice is heard - that's when creativity and innovation happen.

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