Director, Value Engineering - Financial Services

About 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 Servicin

Benefits

Additional Information

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 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.

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