What are the responsibilities and job description for the Credit Intelligence Business Partner position at Schneider Electric?
Schneider Electric has a hybrid opportunity for a Credit Intelligence Business Partner to be location from the following hub office: Carrollton, TX.
Join our Credit & Collections team and play a crucial role in safeguarding our financial health while fostering business growth through expert risk assessment and collections management.
Role Purpose
As the Credit Intelligence Business Partner, you will serve as the primary credit owner for SE’s Strategic Relationship Management (SRM) process. You will provide advanced financial analysis, underwriting intelligence, and credit risk recommendations for strategic accounts and major opportunities. You will partner closely with Sales, SRM Program Management, Legal, Finance, Delivery, and Risk to ensure Schneider’s positions are balanced, risk‑adjusted, and aligned with NAM governance.
If you are highly analytical, proactive, and an influential professional who can navigate complex customer relationships, interpret large‑scale financial data, and provide clear strategic recommendations for high‑visibility decisions; this role is for you!
Key Responsibilities:
Credit Processing, Evaluation & Underwriting - 40%
Looking to make an IMPACT with your career?
When you are thinking about joining a new team, culture matters. At Schneider Electric, our values and behaviors are the foundation for creating a great culture to support business success. We believe that our IMPACT values – Inclusion, Mastery, Purpose, Action, Curiosity, Teamwork – starts with us.
IMPACT is also your invitation to join Schneider Electric where you can contribute to turning sustainability ambition into actions, no matter what role you play. It is a call to connect your career with the ambition of achieving a more resilient, efficient, and sustainable world.
We are looking for IMPACT Makers; exceptional people who turn sustainability ambitions into actions at the intersection of automation, electrification, and digitization. We celebrate IMPACT Makers and believe everyone has the potential to be one.
Become an IMPACT Maker with Schneider Electric – apply today!
€36 billion global revenue
13% organic growth
150 000 employees in 100 countries
#1 on the Global 100 World’s most sustainable corporations
You must submit an online application to be considered for any position with us. This position will be posted until filled.
Schneider Electric aspires to be the most inclusive and caring company in the world, by providing equitable opportunities to everyone, everywhere, and ensuring all employees feel uniquely valued and safe to contribute their best. We mirror the diversity of the communities in which we operate, and ‘inclusion’ is one of our core values. We believe our differences make us stronger as a company and as individuals and we are committed to championing inclusivity in everything we do.
At Schneider Electric, we uphold the highest standards of ethics and compliance, and we believe that trust is a foundational value. Our Trust Charter is our Code of Conduct and demonstrates our commitment to ethics, safety, sustainability, quality and cybersecurity, underpinning every aspect of our business and our willingness to behave and respond respectfully and in good faith to all our stakeholders. You can find out more about our Trust Charter here
Schneider Electric is an Equal Opportunity Employer. It is our policy to provide equal employment and advancement opportunities in the areas of recruiting, hiring, training, transferring, and promoting all qualified individuals regardless of race, religion, color, gender, disability, national origin, ancestry, age, military status, sexual orientation, marital status, or any other legally protected characteristic or conduct.
Join our Credit & Collections team and play a crucial role in safeguarding our financial health while fostering business growth through expert risk assessment and collections management.
Role Purpose
As the Credit Intelligence Business Partner, you will serve as the primary credit owner for SE’s Strategic Relationship Management (SRM) process. You will provide advanced financial analysis, underwriting intelligence, and credit risk recommendations for strategic accounts and major opportunities. You will partner closely with Sales, SRM Program Management, Legal, Finance, Delivery, and Risk to ensure Schneider’s positions are balanced, risk‑adjusted, and aligned with NAM governance.
If you are highly analytical, proactive, and an influential professional who can navigate complex customer relationships, interpret large‑scale financial data, and provide clear strategic recommendations for high‑visibility decisions; this role is for you!
Key Responsibilities:
Credit Processing, Evaluation & Underwriting - 40%
- Lead all underwriting activities for SRM‑qualified customers and large/strategic project opportunities
- Conduct in‑depth financial statement analysis, liquidity reviews, ratio modeling, and credit scoring assessments
- Recommend credit limits, payment structures, collateral strategies, and contractual protections
- Evaluate customer viability related to large project exposures, long‑term engagements, and multi‑year frameworks
- Act as the dedicated credit representative within SRM governance routines
- Own delivery of credit intelligence packages for customer strategy reviews
- Provide analytical insights to inform negotiation strategies, account planning, and customer roadmaps
- Coordinate risk escalations in partnership with SRM leadership, Legal, and NAM Credit governance
- Communicate risk positions and recommendations to senior leaders with clarity and precision
- Engage with Sales, Operations, and Legal to support deal structure, commercial terms, and customer negotiations
- Provide proactive guidance to mitigate risk and enable strategic growth
- Produce dashboards, risk summaries, and SRM reporting packages for leadership
- Monitor exposure evolution, risk trend changes, and strategic account financial health
- Track and report on SRM‑related credit KPIs
- Maintain working knowledge of the other’s core processes, tools, and responsibilities
- Provide operational and analytical backup during high-volume periods, absence coverage, or urgent escalations
- Collaborate regularly to validate alignment between SRM customer strategies, system configurations, internal controls, and corporate credit governance
- Participate jointly in continuous improvement initiatives that connect underwriting practices, SRM risk visibility, and system integrity
- Share insights and cross-train to ensure resiliency, scalability, and knowledge depth across the Credit team
- Performing comprehensive financial and risk assessments for high‑exposure customers outside of the formal SRM process
- Leading or supporting annual credit reviews, limit increases, and escalation cases in accordance with NAM and corporate credit policies
- Evaluating customer financial health, exposure concentration, payment behavior, and evolving risk factors
- Preparing clear, well‑documented credit recommendations and mitigation strategies for management approval
- Coordinating with Sales, Finance, and Risk Management to align decisions with SE’s risk appetite and governance standards
- Bachelor’s degree in Finance, Accounting, Business Administration, Economics, or related field
- 5 years of credit underwriting, financial analysis, corporate risk, or related experience
- Demonstrated expertise in financial statement interpretation, risk modeling, and credit decisioning
- Ability to communicate complex financial insights to non‑financial stakeholders
- Experience with SRM, strategic account management, or project underwriting
- Familiarity with SAP S/4HANA credit modules and MyDSO Manager
- Experience evaluating large‑scale project customers or complex organizational structures
- Prior involvement in commercial negotiations or deal strategy is a plus
- Analytical Excellence - Strong financial acumen, modeling ability, problem‑solving talent
- Communication Mastery - Able to synthesize risk insight clearly for cross‑functional teams
- Stakeholder Influence - Confident decision‑making presence; able to work at high visibility
- Resilience & Adaptability - Comfortable navigating a fast‑paced environment with shifting priorities
- Ownership & Accountability - Takes initiative, manages sensitive information, and upholds high standards
Looking to make an IMPACT with your career?
When you are thinking about joining a new team, culture matters. At Schneider Electric, our values and behaviors are the foundation for creating a great culture to support business success. We believe that our IMPACT values – Inclusion, Mastery, Purpose, Action, Curiosity, Teamwork – starts with us.
IMPACT is also your invitation to join Schneider Electric where you can contribute to turning sustainability ambition into actions, no matter what role you play. It is a call to connect your career with the ambition of achieving a more resilient, efficient, and sustainable world.
We are looking for IMPACT Makers; exceptional people who turn sustainability ambitions into actions at the intersection of automation, electrification, and digitization. We celebrate IMPACT Makers and believe everyone has the potential to be one.
Become an IMPACT Maker with Schneider Electric – apply today!
€36 billion global revenue
13% organic growth
150 000 employees in 100 countries
#1 on the Global 100 World’s most sustainable corporations
You must submit an online application to be considered for any position with us. This position will be posted until filled.
Schneider Electric aspires to be the most inclusive and caring company in the world, by providing equitable opportunities to everyone, everywhere, and ensuring all employees feel uniquely valued and safe to contribute their best. We mirror the diversity of the communities in which we operate, and ‘inclusion’ is one of our core values. We believe our differences make us stronger as a company and as individuals and we are committed to championing inclusivity in everything we do.
At Schneider Electric, we uphold the highest standards of ethics and compliance, and we believe that trust is a foundational value. Our Trust Charter is our Code of Conduct and demonstrates our commitment to ethics, safety, sustainability, quality and cybersecurity, underpinning every aspect of our business and our willingness to behave and respond respectfully and in good faith to all our stakeholders. You can find out more about our Trust Charter here
Schneider Electric is an Equal Opportunity Employer. It is our policy to provide equal employment and advancement opportunities in the areas of recruiting, hiring, training, transferring, and promoting all qualified individuals regardless of race, religion, color, gender, disability, national origin, ancestry, age, military status, sexual orientation, marital status, or any other legally protected characteristic or conduct.