Client Value Partner (CVP) - Financial Services Industry

Celonis is the trusted platform to industrialize Enterprise AI. At our core is the Celonis Context Model — which combines process data, business knowledge, and intelligence into a living digital twin of the enterprise that AI can actually understand, turning AI's operational blind spots into operational clarity. World's leading companies trust Celonis and its global ecosystem of partners to make their AI agents, people, systems, and processes work together, achieving transformational outcomes. We believe there's a massive opportunity to unlock global productivity and sustainability by giving AI the context to understand how every business process really works. Join our mission to make processes work for people, companies, and the planet.

The Role:

We are looking for a Client Value Partner—a seasoned industry executive who can bridge the gap between high-level institutional strategy and complex technical execution. You will act as the primary accountable lead for one of our most strategic Global Banking accounts, translating C-level vision into realized P&L impact.

This role requires more than standard client success; it requires a Program Director mindset. You will serve as the strategic architect for a massive transformation program, orchestrating execution across multiple parallel streams to link Celonis capabilities to key outcomes specific to Investment Banking, Global Markets, and Asset Management.

You will blend deep Capital Markets expertise with a proven strategy consulting skill set to spearhead data-driven transformation at the forefront of one of the fastest-growing tech companies worldwide.

The work you’ll do:

Identify & Frame Strategic Value

• Translate Institutional Strategy to Operations: Analyze the bank’s strategic goals (e.g., Operational Resilience, T+1 Settlement Readiness, Capital Efficiency, Regulatory Compliance) and map them to a long-term vision utilizing the Celonis platform.
• Architect the "Office of the CFO/COO" Agenda: Design the roadmap for optimizing end-to-end value chains, specifically targeting Trade Lifecycle (Front-to-Back), Institutional Client Onboarding (KYC/AML), and Inter-company Reconciliations.
• Build the Board-Level Business Case: Construct robust business cases that articulate the financial impact of Process Intelligence on specific banking metrics (e.g., Cost-to-Income Ratios, Intraday Liquidity Management, RWA optimization, and Fails Management).
• Lead Value Assessments: Leverage industry benchmarks to quantify the value opportunity and present a multi-year strategic roadmap to C-Level executives (CIO, COO, CFO).

Realize Value (Program Execution Leadership)

• Orchestrate Multi-Stream Execution: Act as the de facto Program Lead for large-scale transformations. You will manage multiple execution streams simultaneously, ensuring alignment between siloed divisions (e.g., aligning Equities Ops with Reference Data and Compliance).
• Drive the "Digital Twin" Agenda: Lead the executive relationship to deliver on the promise of a digital twin, managing the complexity of interconnected processes rather than isolated use cases.
• Mobilize the Ecosystem: Guide the client on organization design and the maturation of Centers of Excellence (CoE). You will mobilize global cross-functional teams to ensure seamless delivery across key regions (AMER, EMEA, APAC).
• Solve Systemic Challenges: Tackle difficult implementation hurdles by defining standards for Straight-Through Processing (STP), Exception Management, and regulatory reporting.
• Measure & Report: Derive improvement measures in core business functions, present realized value to senior management, and ensure the program is hitting its strategic milestones.

Scale Value & Practice Growth

• Codify Capital Markets Best Practices: Turn client successes into reusable assets, playbooks, and thought leadership for the broader Capital Markets practice.
• Mentor & Enable: Act as a senior leader for the team, coaching junior members on executive relationship management, complex financial instruments, and high-performance team dynamics.
• Product Feedback Loop: Serve as the "Voice of the Customer" to our Product teams, ensuring our development roadmap aligns with the specific security, scale, and data lineage needs of a G-SIB.
• Commercial Growth: Responsible for the end-to-end customer value journey, including landing, expanding, adoption, and renewal. Build a strategic expansion roadmap to embed Celonis as the default business transformation platform across the bank.

The qualifications you need:

• Deep Institutional Experience: 15+ years of relevant experience, ideally combining tenure at a top-tier Investment Bank, Asset Manager, or Custodian with Strategy Consulting. You must understand the pressure of the trading floor and the complexity of the back office.
• Capital Markets Fluency: You possess granular knowledge of the Capital Markets value chain. You speak the language of Global Markets Operations, Controllership, Treasury Services, and Risk & Compliance (e.g., MiFID, Dodd-Frank, CSDR).
• Technical Context: You understand the modern banking technology stack (Legacy Mainframe vs. Cloud modernization, Swift, FIX protocol) and how to apply Process Intelligence within that landscape.
• Program Leadership: Demonstrated experience leading complex, multi-stream programs. You have managed initiatives where multiple projects run in parallel under one strategic umbrella, requiring strict dependency management and cross-functional alignment.
• Value Realization: A track record of driving large-scale transformation programs that impacted the P&L through operational efficiency or risk mitigation.
• Stakeholder Management: Extensive experience presenting to and influencing C-Level executives (CIO, COO, CFO, CRO). You can navigate complex, matrixed organizations and use data to persuade senior stakeholders.
• Builder Mentality: You are comfortable working with ambiguity and possess an entrepreneurial leadership style that inspires teams.
• Required: Degree in Business, Finance, Economics, or related field. MBA strongly preferred.

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. $233,000—$270,000 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 is the trusted platform to industrialize Enterprise AI, empowering organizations to analyze, design, and operate AI-driven processes. The Celonis Platform is powered by the Celonis Context Model, which combines process data, business knowledge, and intelligence to create a living digital twin of the enterprise that AI can understand — turning AI’s operational blind spots into operational clarity. Industry-leading companies around the world trust Celonis and its global ecosystem of partners to make their AI agents, people, systems, and processes work together, achieving transformational outcomes. 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.

Your Privacy:

Any information you submit to Celonis as part of your application will be processed in accordance with Celonis’ Accessibility and Candidate Notices

By submitting this application, you confirm that you agree to the storing and processing of your personal data by Celonis as described in our Privacy Notice for the Application and Hiring Process.

Use of Artificial Intelligence Tools

We rely on an artificial intelligence tool to match the information from your resume to the relevant Celonis job descriptions. This processing is limited to the information provided in your resume or in your candidate profile. The tool produces a match score per candidate for a role, suggests preliminary ranking, and provides recommendations.

The tool is only used for support in parts of the job application process, including to facilitate the identification of the relevant Celonis Jobs for candidates and recruiters. All final decisions are made by hiring managers and the Celonis talent acquisition team. Hiring managers and HR specialists use this tool responsibly, are aware of the risk of potential bias, and are equipped to mitigate it.

Please be aware of common job offer scams, impersonators and frauds. Learn more here.