Credit Intelligence Business Partner

Schneider Electric

Carrollton, TX

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%

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

SRM Process Ownership - 30 %

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

Communication, Influence & Stakeholder Engagement - 20%

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

Reporting & Insights - 10%

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

Cross‑Functional Partnership & Role Interdependency

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

High‑Value Credit Reviews & Governance Responsibility

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

Required Qualifications

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

Preferred Qualifications

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

Core Competencies:

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

Let us learn about you! Apply today.

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.

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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.