We are looking for a Lead Value Engineer, Financial Services—a product and value engineering leader with 10 years in banking and financial services. The role involves building data-driven business cases, backing them with AI and automation solutions, and driving them through execution. As a Lead Value Engineer, you are a
Requirements
- Deep Industry Experience: 10 years in banking and financial services
- Domain Expertise: You possess granular knowledge of capital markets, self-directed investing, and front-to-back banking processes
- Growth Mindset: Proven track record of managing the full customer lifecycle, with a demonstrated ability to land new accounts, expand footprint through strategic upselling, and drive long-term value to ensure high NRR, organic advocacy, and sustained SaaS growth
- Value Realization Skills: You have a track record of identifying operational inefficiencies and driving them to resolution. You understand how to impact the P&L through process improvement, AI integration, and scalable technology deployment
- Technical Fluency: Good knowledge of Business Software/SaaS applications (e.g., SAP S/4HANA, Salesforce Consumer Goods Cloud, SAP IBP), and experience with data visualization, SQL, Python, or deploying LLMs/AI models is a strong plus
- Stakeholder Management: Experience presenting to and working with senior stakeholders. You can navigate complex internal structures and clearly communicate SaaS value and complex AI concepts to non-technical audiences
- Builder Mentality: You are comfortable working with ambiguity, adapting to a rapidly evolving AI landscape, and setting your own direction within an account team to achieve the best results
- Degree: B.S. or M.S. in Finance, Business Administration, Computer Science, or Industrial & Operations Engineering. Additional certifications in Machine Learning, Artificial Intelligence, or Data Analytics are highly preferred
Benefits
- Generous Paid Time Off
- 401k Matching
- Retirement Plan
- Unlimited PTO (in applicable regions)
- Flexible hybrid work model
- Subsidized Wellhub memberships
- Mental health counseling
- Dedicated 'Wellness Weeks'
