Client Director – Financial Services

🔥 0 minutes ago

🗽 New York – Remote

info

💵 $211k - $250k / year

⏰ Full Time

🔴 Lead

📁 Client Services

🦅 H1B Visa Sponsor

info
Apply Now
Find Similar Remote Jobs

📊 Check your resume score for this job

Improve your chances of getting an interview by checking your resume score before you apply.

Logo of Celonis

Celonis

1001 - 5000 employees

Founded 2011

🏢 Enterprise

⚡ Productivity

☁️ SaaS

💰 $600M Debt Financing on 2022-08

Enterprise • Productivity • SaaS

Celonis is a company that specializes in process mining and process intelligence, offering a platform to help enterprises improve their operational efficiency. With a suite of tools and solutions such as the process intelligence graph, process analysis, and process monitoring, Celonis enables businesses to gain insights into their processes, identify inefficiencies, and optimize workflows. The company's solutions cater to various industries, including finance, manufacturing, telecommunications, public sector, and more. Celonis is known for helping companies like PepsiCo and GE Healthcare achieve significant operational improvements and financial benefits by unlocking hidden value in their processes.

📋 Description

• Own the commercial relationship: Serve as the primary executive point of contact across the C-suite—CEO, CFO, CSCO, COO, CIO—building relationships that transcend any individual deal cycle and anchor Celonis to the customer’s long-term strategic agenda. • Drive ARR and NRR growth: Develop and execute a structured expansion roadmap—identifying new business units, geographies, use cases, and platform capabilities that compound ARR over time. Lead commercial negotiations for expansions, renewals, and multi-year enterprise agreements in partnership with Deal Desk and Legal. • Translate adoption into commercial momentum: Partner with the CVP and Value Engineering teams to convert adoption milestones and realized value into renewal confidence and expansion urgency. Own executive business reviews that are forward-looking and commercially anchored. • Embed Celonis as a strategic platform: Position Celonis within the customer's AI strategy—connecting Process Intelligence to their LLM, automation, and agentic AI investments so the platform becomes a foundational data and orchestration layer, not a point solution. • Protect through transformation: Proactively identify and mitigate commercial risk: sponsor departures, competitive displacement, implementation fatigue, and budget consolidation. Ensure multi-threaded executive relationships and a documented value story that survives the leadership transitions common in large enterprise accounts. • Scale the practice: Codify account strategies, expansion motions, and transformation navigation approaches into reusable assets for the broader Strategic Accounts practice. Maintain disciplined account plan, pipeline strategy and coverage to any growth targets, and forecast accuracy across a small, complex account set.

🎯 Requirements

• 12+ years in enterprise SaaS sales or strategic account management, with at least 5 years managing accounts with $5M+ ARR. • Deep industry expertise in Financial Services— with the credibility to engage customers on industry-specific challenges, benchmarks, and transformation priorities, not just platform capabilities. • Preferred direct experience with large financial institutions leading transformation initiatives or acting as a strategic consultant or Client Director. • Demonstrated track record of growing ARR within named accounts over multi-year horizons—expanding platform footprint, not just renewing contracts. • Executive presence and credibility at the C-suite level—able to lead strategic conversations with CFOs, COOs, and CIOs and influence large, complex buying decisions. • Experience navigating enterprise transformations—ERP consolidations, cloud migrations, M&A, organizational restructuring—without losing commercial momentum. • Fluent in business case construction: ROI modeling, TCO analysis, and value benchmarking at a level that withstands CFO scrutiny. • Comfortable with long deal cycles and ambiguity; skilled at managing internal and external stakeholders across 12–24+ month expansion arcs. • Background in ERP, Supply Chain, Finance transformation, or AI-native enterprise platforms strongly preferred; familiarity with agentic AI, automation, or intelligent process orchestration a plus. • Proven ability to work in a team-selling model alongside value engineering, professional services, partners, and extended GTM teams like Growth, Industry, and Transformation experts.

🏖️ Benefits

• 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.

Apply Now

Similar Jobs

🔥 17 hours ago

EVERSANA

5001 - 10000

⚕️ Healthcare Insurance

💊 Pharmaceuticals

VP of Client Services managing senior-level client relationships and integrated marketing plans at EVERSANA INTOUCH. Responsible for client retention, risk management, and thought leadership in the healthcare industry.

🔥 23 hours ago

Sedgwick

10,000+ employees

🏢 Enterprise

📋 Compliance

Managed Care Client Services Director handling managed care relationships and strategic consultations. Focusing on performance improvement and client satisfaction across various managed care services.

🕒 Yesterday

Ascensus

5001 - 10000

💸 Finance

👥 HR Tech

Client Relationship Manager in charge of relationship management and service experience for retirement plans at Ascensus. Promoting plan retention and client satisfaction through strategic advice and support.

🕒 Yesterday

Sedgwick

10,000+ employees

🏢 Enterprise

📋 Compliance

Director Client Services managing client relationships for a global risk and claims administration leader, providing strategies for customer satisfaction and revenue growth.

🕒 Yesterday

Sedgwick

10,000+ employees

🏢 Enterprise

📋 Compliance

Manage client service accounts for Sedgwick, a leading risk and claims administration partner. Foster relationships and satisfaction while overseeing program procedures and processes.