Business Value Consultant in Financial Services

Join Celonis as a Client Value Partner (CVP) in the dynamic Financial Services sector. In this pivotal role, you will leverage your expertise to drive value for our clients, ensuring that they maximize their investment in our process mining technology. Collaborate with cross-functional teams to analyze business processes, identify inefficiencies, and implement data-driven solutions that enhance operational performance.As a CVP, you will serve as a trusted advisor to our clients, guiding them through transformational changes and showcasing the tangible benefits of our offerings. Your analytical skills and strategic mindset will be essential in crafting tailored solutions that meet diverse client needs.

At Celonis, we are pioneers in Process Intelligence technology and are recognized as one of the fastest-growing SaaS companies globally. We see immense potential in enhancing productivity by integrating AI, data, and intelligence into business processes. We invite you to join us on this transformative journey!The Role:We are in search of a Client Value Partner specializing in the Utilities & Energy sector. This position requires a seasoned executive who can effectively bridge the gap between energy transition strategies and operational excellence. You will serve as the primary accountable lead for one of America's largest strategic energy companies, translating executive vision into tangible value.As our Client Value Partner, you will be a key strategic advisor within our Energy go-to-market team. Your role will extend beyond traditional customer success to connect Celonis capabilities with critical outcomes in Power Generation, Transmission & Distribution, and Renewable Energy assets.Partnering with Celonis Sales Teams, you will oversee the complete value journey for our premier customers. You will become a trusted advisor, assisting clients in mobilizing resources, achieving strategic objectives, and unlocking substantial value through the Celonis Process Intelligence Platform.In collaboration with our partners, Product, and Engineering teams, you will drive measurable business outcomes across complex, decentralized operational landscapes. Your expertise will blend deep knowledge of utilities with a proven strategy consulting background to lead data-driven transformations at one of the fastest-growing tech firms worldwide.The work you’ll do:Identify & Frame ValueTranslate Strategy to Operations: Analyze clients’ strategic objectives (such as Decarbonization, Rate Base Growth, Grid Modernization) and align them with a long-term vision utilizing the Celonis platform.Target High-Impact Areas: Shape the COO or CFO agenda—optimizing end-to-end value chains like Capital Projects (EPC), Enterprise Asset Management (EAM), Meter-to-Cash, and Supply Chain resilience.Build the Business Case: Develop comprehensive, board-level business cases that articulate the financial impact of Process Intelligence (e.g., effects on O&M efficiency, ROE enhancement, or Storm Response agility) for C-Suite executives.Create demonstrations and strategic roadmaps, leveraging industry benchmarks and best practices to position Celonis as a foundational element of the client's success.

Join Celonis, the leading innovator in Process Intelligence technology and one of the world's most rapidly expanding SaaS companies. We see vast potential in enhancing productivity by integrating AI, data, and intelligence into core business processes. Are you ready to make an impact?The Role:We are on the lookout for a Client Value Partner specializing in the Utilities & Energy sector. This role requires a seasoned industry professional who can seamlessly connect energy transition strategies with operational excellence. You will serve as the primary accountable lead for one of America's largest strategic energy firms, translating executive vision into tangible value.As a Client Value Partner, you will act as a pivotal strategic advisor within our Energy go-to-market team. Your role will extend beyond conventional customer success to align Celonis' capabilities with critical outcomes in Power Generation, Transmission & Distribution, and Renewable Energy assets.Working closely with Celonis Sales Teams, you will take full charge of the end-to-end value journey for our premier customers. You will be their trusted advisor, guiding them in mobilizing resources, achieving strategic objectives, and unlocking significant value through the Celonis Process Intelligence Platform.In collaboration with our partners, Product, and Engineering teams, you will drive measurable business outcomes across complex and decentralized operating environments. You will combine extensive utility expertise with a proven strategy consulting background to lead data-driven transformations at one of the fastest-growing tech companies globally.Your Contributions:Identify & Frame ValueTranslate Strategy to Operations: Assess clients' strategic goals (e.g., Decarbonization, Rate Base Growth, Grid Modernization) and align them with a long-term vision using the Celonis platform.Target High-Impact Areas: Design the strategic agenda for the COO or CFO, optimizing end-to-end value chains such as Capital Projects (EPC), Enterprise Asset Management (EAM), Meter-to-Cash, and Supply Chain resilience.Build the Business Case: Develop robust, board-level business cases that demonstrate the financial impact of Process Intelligence (e.g., improvements in O&M efficiency, ROE, or Storm Response agility) to C-Suite executives.Create demos and strategic roadmaps utilizing industry benchmarks and best practices to integrate Celonis as a fundamental element of the client's operations.

We are seeking a dynamic and strategic Senior Lead Client Partner to join our Financial Services team at Pinterest. In this pivotal role, you will lead the charge in fostering strong relationships with our financial services clients, driving innovative solutions, and maximizing their success on our platform. You will collaborate closely with cross-functional teams to deliver exceptional results and enhance our clients' brand presence.

Position Overview: We are seeking a dynamic and experienced Tax Partner to lead our Financial Services group at Anchin. In this senior leadership role, you will provide strategic tax advice and services tailored to clients in the financial services sector, including private equity and funds.Key Responsibilities:Establish and nurture robust relationships with key clients in the financial services industry.Deliver high-level tax advisory services encompassing tax planning, structuring, and compliance.Identify and mitigate tax risks while ensuring compliance with applicable tax laws and regulations.Stay updated on changes in tax legislation, ensuring clients are informed of critical updates.Oversee the preparation and review of tax returns, ensuring accuracy and compliance with local, state, and federal regulations.Lead and mentor a team of tax professionals, fostering their growth and development.

About Hebbia Hebbia is an innovative AI platform tailored for investors and bankers, designed to generate alpha and enhance financial outcomes. Established in 2020 by visionary George Sivulka and backed by industry leaders such as Peter Thiel and Andreessen Horowitz, Hebbia empowers investment strategies for renowned firms including BlackRock, KKR, Carlyle, Centerview, and 40% of the world's largest asset managers. Our flagship product, Matrix, is renowned for its unparalleled accuracy, speed, and transparency in AI-driven analysis, managing over $30 trillion in global assets. We provide finance professionals with the insights necessary to gain a significant competitive advantage. Our AI technology reveals unseen signals, highlights hidden opportunities, and accelerates decision-making with exceptional speed and confidence. At Hebbia, we don't merely enhance workflows; we revolutionize capital allocation, risk management, and value creation across the financial landscape. Hebbia is not just a tool; it is the catalyst for superior performance, alpha generation, and market leadership. About the Client Partner Team The Client Partnership team is essential in guiding clients through their journey with Hebbia, focusing on revenue retention and growth. As a Client Partner, your mission will be to ensure customers derive substantial value from our platform by driving adoption, resolving challenges, and demonstrating how our technology is vital to their success. You will leverage your product knowledge, analytical skills, and relationship management expertise to guide accounts through their lifecycle—from initial enablement to value realization, renewal, expansion, and advocacy. If you are a proactive individual, passionate about making an impact, and thrive at the nexus of technology and relationships, while being curious about the future of AI in financial services, we invite you to apply. This position is based out of our vibrant New York City office in SoHo.

About OpenX OpenX helps digital media businesses realize their full economic potential. The company builds digital advertising markets and technologies that deliver strong value to publishers and advertisers on every ad served, across many platforms. Teams at OpenX include specialists in designing and managing high-performance ad marketplaces. The company looks for creative, strategic thinkers who are interested in new approaches to market design, technology, operational excellence, and partner service in digital advertising. Role Overview: Client Partner for Curation The Client Partner for Curation focuses on building and growing relationships with a select group of important partners from nearly 100 clients on the OpenXSelect curation platform. This role is central to deepening partnerships, driving revenue growth, and setting up workflows that scale with key stakeholders in the OpenX curation portfolio. Responsibilities include working closely with teams at partner organizations and with internal OpenX departments. The Client Partner helps shape go-to-market strategies and works to maximize both strategic and commercial value for each partnership. What You Will Do Develop and expand relationships with core partners on the OpenXSelect curation platform Foster deep partnerships and accelerate revenue growth Establish sustainable, scalable workflows with key stakeholders Collaborate with cross-functional teams, both internally and externally Help define and execute go-to-market strategies Work to achieve revenue goals for the curation portfolio What We’re Looking For Strong understanding of the programmatic advertising ecosystem Extensive knowledge of the emerging curation landscape from product and business viewpoints Ability to engage effectively with senior-level partners and buyers Experience collaborating with both internal and external stakeholders to meet revenue targets Location This position is based in New York, NY.

About UsAt #paid, we are driven by a passion for empowering creators to pursue their craft—creating content that resonates. Our innovative marketplace connects curated creators with some of the world's most renowned brands such as McDonald’s, Samsung, and Disney, facilitating genuine partnerships that yield significant business outcomes. We tackle critical challenges within the creator ecosystem, such as equitable pricing, algorithmic partnerships, and content usage rights, ensuring every collaboration is both efficient and impactful.With our unique technology and steadfast dedication to trust and transparency, we are redefining how brands and creators collaborate to produce remarkable outcomes. Recognized as the top choice for customer support and managed services, #paid is at the forefront of creator marketing. Our combination of cutting-edge technology and a dynamic team is reshaping the future of the creator economy.The RoleAs a Client Partner at #paid, you will play a crucial role in driving growth by enabling brands and agencies to leverage the power of creator marketing. You will oversee the entire sales process, from prospecting to renewal, and will be instrumental in expanding our key client accounts. Utilizing your existing network or your ability to quickly establish connections with influencers and social media buyers, you will forge strategic partnerships across various industries, including Automotive, Travel, Technology, and Consumer Packaged Goods.

The Associate Partner plays a pivotal role in driving business development and overseeing the delivery of intricate global Oracle implementations.Key Responsibilities:Engagement Delivery- Achieve annual managed revenue targets set by practice leadership.- Craft integrated project management plans while managing timelines and dependencies across various initiatives.- Define project deliverables and milestones in collaboration with stakeholders.- Control project scope and ensure effective communication of status and vision to client management.- Assess project skill requirements and collaborate with resource managers to identify suitable team members.- Manage overall team performance, including evaluations and staff development.- Oversee project financial management and risk assessment.- Identify potential clients and propose tailored solutions.Sales & Business Development- Meet annual sales targets as determined by practice leadership.- Develop client-centric solutions during the sales process.- Collaborate with sales professionals to create and nurture leads.- Lead pursuit teams from qualification through closure, including contract negotiations.People & Practice Management- Act as the first-line manager for a group of Oracle E-Business Suite practitioners.- Contribute to the annual performance evaluation and compensation processes for direct reports.- Aid in staff recruitment efforts.

Title: Director/Partner, Client Accounting Services (CAS)Department: Client Accounting Services (CAS)Supervises: Senior Managers and belowRole Type: Full-timeLocation: New York, NY (Hybrid)ABOUT THE COMPANY:Anchin is a distinguished Certified Public Accounting and Consulting firm located in New York City, with additional offices in Long Island and Florida. We specialize in providing exceptional financial advisory services to a broad spectrum of industries, offering a comprehensive suite of accounting, consulting, and business management services, ranging from tax planning and audits to intricate financial restructuring and acquisition analysis.Anchin has earned accolades such as being named one of the “Best of the Best” accounting firms nationwide, recognized as a Best Place to Work in New York City and State, and hailed as a Best Accounting Firm to Work For across the country.ABOUT THE POSITION:We are seeking a dynamic and growth-oriented Director or Partner to elevate our Client Accounting Services (CAS) practice. This pivotal role will emphasize business development and exemplary client service delivery. The successful candidate will have a proven track record of cultivating client relationships, expanding a business portfolio, and ensuring the delivery of high-quality accounting services for a diverse clientele.RESPONSIBILITIES:Identify, pursue, and secure new CAS client opportunities through networking, referrals, and strategic outreach.Develop customized proposals, pricing models, and engagement scopes to acquire new business.Establish and uphold a robust personal and professional brand within the market and community.Collaborate with marketing and leadership to implement go-to-market strategies and foster growth in the CAS practice.Enhance client retention and expansion by uncovering cross-sell opportunities and ensuring exceptional client service.Act as the strategic lead and relationship manager for a portfolio of key clients, serving as a trusted advisor.Provide high-level financial guidance, including budgeting, forecasting, KPI development, and financial analysis.

Role Overview Reddit is looking for a Client Partner to join the Mid-Market Sales team in New York City. This role centers on B2B service acquisitions, working with a range of clients to understand their goals and recommend solutions that fit their needs on the Reddit platform. What You Will Do Collaborate with mid-market clients to identify business needs and growth opportunities Develop and deliver tailored solutions that help clients succeed on Reddit Build and maintain strong, long-term relationships with key stakeholders Drive new business by focusing on client acquisition and satisfaction What Makes This Role Unique This position offers the chance to make a direct impact on Reddit's business. Success in this role depends on creative thinking, relationship-building, and a commitment to helping clients achieve their objectives.

Join The Economist Group as a Client Partner in Media, where you will play a crucial role in shaping and executing media strategies for our esteemed clients. This position is ideal for a dynamic individual with a passion for media and client engagement.

About UsDoubleVerify (DV) stands at the forefront of digital performance solutions, empowering advertisers and agencies to ensure the integrity of their digital campaigns. Our mission is to provide unparalleled transparency and data-driven insights into the quality and effectiveness of digital advertising for the world’s leading brands, agencies, publishers, and digital ad platforms. Since our inception in 2008, we have collaborated with numerous Fortune 500 companies to maximize their media investments by offering top-tier solutions across the digital advertising spectrum, fostering a more reliable industry. Discover more at www.doubleverify.com.Your RoleAs we advance our global footprint, we seek a stellar Senior Global Client Partner to spearhead and expand our Brand Sales initiatives. This role presents a unique chance to thrive in a dynamic, entrepreneurial environment characterized by a vibrant culture that is reshaping the global digital landscape.The ideal candidate will be an engaging, empathetic, and solution-oriented leader with a profound understanding of the ever-evolving digital media and ad tech ecosystems. Successful candidates will demonstrate strong leadership qualities and a proven track record in client service for major global brands across diverse industry verticals.This position offers an extraordinary opportunity for an intelligent, collaborative, and impactful leader to join a pioneering company and directly influence its growth within the digital media sector.

Pinterest seeks a Lead Client Partner for Technology Solutions based in New York, NY. This role centers on building and maintaining strong relationships with clients, drawing on technology expertise to help them achieve their goals. The position emphasizes strategic partnership and aims to deliver solutions that enhance user engagement and drive business growth. Key responsibilities Engage directly with clients to understand their needs and objectives Develop and sustain partnerships that support both client and business goals Work with teams across the company to provide technology solutions tailored to each client Deliver consistent, high-quality service and ongoing support to clients Location This position is based in New York, NY.

As a leading partner for Fortune 1000 companies, Brillio transforms disruption into a strategic advantage through cutting-edge digital solutions. Supported by Bain Capital and Orogen Group, and experiencing remarkable growth of nearly 60% year over year since its establishment, Brillio is recognized as one of the fastest-growing digital technology service providers. We empower our clients to unlock the full potential of the latest technologies, including cloud computing, the Internet of Things (IoT), artificial intelligence (AI), and mobility.Founded in 2014, our expertise encompasses Customer Experience Solutions, Data Analytics and AI, Digital Infrastructure and Security, as well as Platform and Product Engineering. We are dedicated to helping clients rapidly innovate, develop digital products, establish service platforms, and enhance data-driven performance.With operational hubs in the United States, Romania, Canada, Mexico, and India, our diverse team of over 5,500 Brillians combines advanced technology with design thinking to tackle intricate business challenges and foster competitive differentiation. Brillio has been honored as a 'Great Place To Work' from 2021 through 2025. For more information, visit www.Brillio.com.

Join Pinterest as a Lead Client Partner in the Beauty sector, where you will play a pivotal role in driving growth and engagement for beauty brands. You will leverage your expertise in client relationship management and strategic planning to optimize campaign performance and enhance brand visibility on our platform.In this dynamic position, you will collaborate closely with cross-functional teams to develop innovative marketing solutions tailored for our clients. Your insights will guide beauty brands in utilizing Pinterest's unique features to connect with consumers in meaningful ways.

Join Kraken as a Senior Client Partner and play a crucial role in driving strategic partnerships with our largest utility and energy clients. In this high-impact position, you will be at the forefront of transforming the energy sector through innovative technology solutions. You’ll collaborate closely with C-level stakeholders while actively engaging in day-to-day operations to ensure client satisfaction and trust. Your responsibilities will include leading client value realization, managing escalations, and driving commercial growth. This is your opportunity to make a significant contribution to a more sustainable future.

About the Role Spotify is looking for a Podcast Client Partner to join the Podcast Specialist Team in New York, NY. This role serves as the key connection between Spotify’s leading podcasts and the sales organization. The position focuses on building strong client relationships and supporting revenue growth in established and emerging markets. What You Will Do Act as the primary liaison between Spotify’s top podcasts and the sales team Drive revenue through content sales and strategic partnerships Communicate the value of Spotify’s podcast offerings to clients and partners Help shape advertising solutions based on a deep understanding of audio products and industry trends Contribute to Spotify’s mission to enhance the global audio experience What We’re Looking For Proven experience in revenue generation and content sales Strong enthusiasm for podcasts and audio content Excellent communication skills, with the ability to clearly explain podcast benefits to clients and partners Ability to build and maintain meaningful client relationships This position offers the chance to shape how audiences connect with audio content worldwide while working alongside a team passionate about music and podcasts.

Role Overview Justworks is hiring a Financial Analyst - Business Partner in New York, NY. This role supports business decision-making by providing clear, data-driven insights. The analyst works closely with teams across the company to review financial performance, identify trends, and help guide profitability. What You Will Do Collaborate with cross-functional groups to analyze financial results Forecast trends and assess their impact on business goals Support strategic initiatives with detailed analysis Help improve operational efficiency through financial insights What Sets This Role Apart This position combines analytical work with hands-on partnership across teams. The right candidate enjoys using numbers to shape business strategy and drive results.