Client Value Partner – Financial Services

About the job

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 Role: The Client Value Partner (CVP) role is a key addition to our broader Value Engineering team and will play a crucial role in Celonis’ growth strategy. As a CVP, you will spearhead our mission of data-driven business transformation with our most strategic customers within the Financial Services industry. You will lead extensive teams of Celonis experts to ensure the success and satisfaction of some of our top customer base on their journey to realizing value with Celonis.

The CVP is the accountable lead for customer success, acting as the trusted advisor for a strategic customer. This involves engaging with C-Level Executives to collaboratively define the long-term vision for utilizing Celonis to transform their business while mobilizing the necessary Celonis resources. In collaboration with our cross-functional Celonis teams, you will drive measurable business impact across various processes and industries and accelerate the adoption of our platform. The CVP will also champion transformational initiatives across Celonis and customer accounts, fostering innovation and strategic change to maximize value and drive business transformation.

We seek experienced professionals with a proven track record in managing executive relationships, driving profitable growth, and blending industry expertise with strong analytical and consulting skills. Join us at the forefront of one of the fastest-growing tech companies worldwide and help guide our customers to become the next Lighthouse Celonis customers.

The work you’ll do: Accountable Program Lead & Engagement Manager

• Develop and maintain strong relationships with key stakeholders, including C-level internal / external executives, embedding Celonis into their strategic objectives.
• Ensure engagements are properly staffed leveraging resources from global cross-functional Celonis teams, such as Servicing, Product & Engineering
• Mentor customer on organization design and maturation of Centers of Excellence to focus on increasing adoption of our platform.
• Mentor and coach team members, providing guidance and support for their success, and offer feedback to managers on team performance.

Driving Customer Value

• Responsible for the end-to-end customer value journey
• Influence key customer stakeholders through executive communication, product knowledge, and industry/domain expertise.
• Work with senior stakeholders to establish the Celonis program roadmap and detailed value plans.
• Resolve customer escalations orchestrating internal teams efficiently and effectively in a timely manner
• Internalize the customer's strategy and targets and drive Celonis delivery alignment to that strategy, ensuring that we support the customer in solving business-critical problems
• Drive value realization and adoption within accounts, ensuring high-quality, on-time project completion, client satisfaction, and meeting usage and adoption targets.

Community Builder and Customer Advocacy

• Organize and lead customer advisory boards to address industry-specific challenges and innovations, establishing a structured feedback loop to continuously gather insights and improve products and services.
• Act as the voice of the customer within the company, ensuring alignment of product development and service offerings with industry needs and customer feedback, while collaborating with the customer advocacy team on advocacy strategies.
• Drive customer presence and sponsorship at key Celonis and industry events, serving as a Celonis leader at conferences, webinars, and through published thought leadership.
• Collaborate on innovation or new asset development in specific domains, and contribute to playbooks, resources, and tools for the value engineering team to enhance their effectiveness.

The Qualifications you need:

• Proven experience of relevant customer success, strategy consulting, or related experience within digital technology required
• Strong experience in driving large scale transformation programs, process re-engineering engagements, and implementations
• Experience with AI-based transformation is a strong plus
• Deep exposure to and experience with successful change management practices
• Ability to navigate large global organizations and have the power of persuasion through data, facts and confidence
• Know how to successfully work with internal resources to design, pitch and sell opportunities with relevant subject matter experts and practice leads
• Possess a natural and consultative approach when engaging with senior executives
• Strong team player who inspires the team with a patient and entrepreneurial leadership style
• Project management: ability to organize and manage multiple streams
• Strong communication skills
• Are self-motivated, proactive team player
• Are able to thrive in fast-paced, collaborative, and ambiguous environments with various stakeholders