Value Engineer

Role overview Help financial institutions understand the financial and operational value of adopting or expanding a digital banking platform. This consultative role works across sales and client experience teams to turn client data, benchmarks, and platform capabilities into investment cases for senior decision-makers. The work includes financial modeling, customer discovery, executive communication, and developing repeatable tools and methods for value consulting.

Responsibilities - Lead discovery with financial institution stakeholders to clarify priorities, quantify challenges, and agree on measurable outcomes. - Build and tailor ROI, total cost of ownership, payback, and related financial models using client data, benchmarks, and stated assumptions. - Present clear business cases, visualizations, and investment narratives to executive and board-level audiences. - Maintain financial modeling tools and improve reusable value frameworks, benchmark libraries, and presentation materials. - Partner with sales and solution teams on pre-sales discovery, solution positioning, analytics specifications, and RFP responses. - Train internal teams in value-based selling, track the impact of value engineering, and share market insights with product and go-to-market teams.

Requirements - Seven to ten years of experience in value engineering or consulting, financial analysis, management consulting, or pre-sales strategy in enterprise technology or services. - Experience with financial institutions, digital banking, or fintech solutions. - Demonstrated ability to build and explain ROI, TCO, NPV, and payback models for complex business sales. - Strong financial analysis skills and familiarity with banking metrics such as digital engagement, user behavior, operational efficiency, and fraud prevention. - Confidence working with multiple stakeholders and influencing executive decisions through clear analysis and communication. - Advanced proficiency in Excel and PowerPoint, plus strong organization and project management skills.

Nice to have - Experience with BI dashboards or data visualization tools such as Tableau, Power BI, or Looker. - Experience creating or owning an organization-wide value consulting methodology; familiarity with cloud data platforms is also useful.

Benefits and work setup - Travel is expected to be 25–40% of working time. - Benefits include medical, dental, and vision coverage; a 401(k) match; flexible paid time off; 12 paid holidays; sick and family leave; a lifestyle spending account; tuition reimbursement; and a mobile phone stipend.