Lead Value Engineer - Financial Services

The role involves leading value engineering initiatives for financial services clients by developing data-driven business cases, implementing AI and automation solutions, and driving strategic process transformations to deliver measurable business impact and long-term value. Key Responsibilities Act as an architect for SaaS adoption work-streams within banking accounts, building data-driven business cases with AI and automation solutions Identify and map strategic priorities to banking processes, architecting AI-driven improvement use cases Construct data-backed business cases with ROI estimates and investment needs Lead value discovery, proof-of-value projects, and stakeholder engagement with C-suite and department leads Design and deploy AI-powered feedback systems to surface process friction points Guide process redesigns, automation, and compliance embedding to improve banking workflows Facilitate workshops to score capabilities and benchmark against industry peers Develop multi-year strategic transformation roadmaps and deliver scalable operational tools Provide feedback to product teams based on AI agent development and API integration Manage end-to-end value realization, including business case development, MVP delivery, and securing executive approval Requirements 10 years of experience in banking and financial services, with proven expertise in Management Consulting Strategy Operations Transformation. Granular knowledge of capital markets, self-directed investing, and front-to-back banking processes. Proven track record of managing the full customer lifecycle, including landing new accounts, expanding footprint through strategic upselling, and driving long-term value to ensure high Net Revenue Retention (NRR), organic advocacy, and sustained SaaS growth. Ability to identify operational inefficiencies and drive them to resolution, impacting the P&L through process improvement, AI integration, and scalable technology deployment. Good knowledge of Business Software SaaS applications such as SAP S/4HANA, Salesforce Consumer Goods Cloud, SAP IBP, and experience with data visualization tools, SQL, Python, or deploying Large Language Models (LLMs) and AI models. Experience presenting to and working with senior stakeholders, with the ability to navigate complex internal structures and clearly communicate SaaS value and AI concepts to non-technical audiences. Degree in 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. Ability to work in a rapidly evolving AI landscape, working with ambiguity, and setting direction within an account team to achieve results. Visa sponsorship is not offered for this role. Compensation/salary range: $157,000 - $184,000 USD Work schedule: Full-time schedule with flexible hybrid work model, unlimited PTO in applicable regions, and generous PTO globally Work environment perks: Inclusive parental leave policy with 24 weeks fully paid leave for primary carers and 12 weeks for supporting carers, subsidized Wellhub memberships, mental health counseling, Wellness Weeks, paid Impact Days for volunteering, community through Inclusion Think Tank and Inclusion Days Additional benefits: Ownership through Restricted Stock Units (RSUs) and merit-based refresh grants, continuous growth opportunities via learning frameworks and mentorship, health benefits including health, dental, life, 401k, and paid time off, and participation in sustainability and community impact initiatives #J-18808-Ljbffr