Credit Intelligence Business Partner

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, syste...