BUSINESS RELATIONSHIP MANAGER JOB DESCRIPTION

A Business Relationship Manager in enterprise IT is the person a business unit calls when a technology decision is about to go wrong, and no one in IT knows it yet. When that gap between business strategy and IT delivery goes unmanaged, projects miss their value targets, roadmaps drift from business priorities, and budget cycles fund the wrong initiatives. The BRM closes that gap, not by owning the technology, but by owning the conversation. Governance frameworks like ITIL and SOX compliance touch this role directly, making the work more structured than typical account management. Demand shaping, value roadmap development, and portfolio prioritization are the recurring outputs.

As the Business Relationship Manager, you serve as the primary interface between one or more business units and the enterprise IT organization, translating strategic priorities into funded, sequenced technology initiatives. You operate across a matrix of IT architects, delivery leads, and senior business stakeholders, with your portfolio's roadmap alignment serving as the measure of the function's health.

Career Impact: Deep exposure to IT portfolio governance and roadmap ownership at enterprise scale builds the kind of cross-functional authority that accelerates a path toward IT Director or VP of Technology roles.

Business Impact: When business units receive accurate technology guidance and funded initiatives deliver on their stated value cases rather than stalling in misalignment, the BRM's output is measurable in portfolio ROI and on-time capability delivery.

Growth Opportunity: Fluency in both SAFe delivery models and business case development positions you to move into product management at scale or enterprise architecture advisory as the next career step.

• Define business technology demand by capturing, prioritizing, and rationalizing requirements from senior stakeholders to inform the annual IT portfolio plan.
• Develop and maintain business value roadmaps that align approved IT initiatives to business capability goals by quarter.
• Partner with IT architects and delivery leads to evaluate proposed solutions against architecture standards, budget constraints, and business priorities.
• Monitor SLA performance across managed services and escalate deviations to ensure agreed service levels are maintained.
• Translate complex business requirements into functional specifications that delivery teams can act on without ambiguity.
• Govern IT portfolio spending for assigned business units, tracking capital expenditures and ROI against approved business cases.
• Lead stakeholder engagement sessions with division directors and senior leaders to surface emerging technology needs and communicate IT program status.
• Support governance and compliance audits by ensuring IT initiatives within the portfolio adhere to applicable regulatory and security frameworks.

• Bachelor's degree in Information Technology, Computer Science, Business Administration, or equivalent work experience.
• 6 or more years of IT experience in a business relationship, business analysis, or IT consulting role, with demonstrated exposure to enterprise portfolio management.
• Proven ability to build productive working relationships with senior business leaders and influence decisions without direct authority.
• Experience translating business strategy into technology roadmaps and funding proposals, including business case development.
• Working knowledge of IT service management principles and governance frameworks applicable to enterprise environments.
• Demonstrated competency in stakeholder communication across technical and non-technical audiences at all organizational levels.
• Experience managing vendor relationships through solution delivery, contract milestones, and ongoing support agreements.
• Familiarity with program or project management methodologies, including structured delivery and agile-based approaches.

• Experience operating within SAFe, product management at scale, or equivalent enterprise agile delivery frameworks.
• Prior exposure to SOX IT General Controls or comparable regulatory compliance regimes affecting IT systems.
• Certification in IT service management or project management disciplines, such as ITIL, PMP, or Six Sigma.
• Background in a specific industry vertical such as healthcare, financial services, or manufacturing, enabling faster alignment with domain-specific business processes.

• IT portfolio value realization rate, measuring the percentage of funded initiatives that deliver their stated business case outcomes.
• SLA adherence score across managed services, reflecting how consistently vendor and internal teams meet committed service levels.
• Business demand intake cycle time, tracking the average days from requirement submission to approved prioritization decision.
• Roadmap coverage ratio, measuring the proportion of business unit strategic goals with a corresponding funded IT initiative.
• Stakeholder satisfaction score from quarterly executive reviews, rated on a defined scale.
• Typical tools: IT service management platforms (commonly ServiceNow or equivalent); portfolio and collaboration tools (commonly Jira, Confluence, or Microsoft 365).

• Base Salary Range: $105,000 to $145,000 annually, depending on seniority and industry
• Bonus: Annual performance bonus of 10 to 15 percent of base salary
• Equity: RSU grants common at larger enterprises; varies by employer size
• Health Benefits: Medical, dental, and vision coverage; employer contributes to premium
• PTO: 15 to 20 days annually plus standard federal holidays
• Common Perks: Remote or hybrid flexibility, professional certification reimbursement, and technology stipend

Figures are estimates based on general US market benchmarks and may be outdated. Adjust based on location, company size, and seniority level.

Work authorization in the United States is required for this position, and employment is contingent on the successful completion of a background check. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, age, disability, veteran status, or any other characteristic protected under applicable federal, state, or local law. Reasonable accommodations are available to individuals with disabilities throughout the application and employment process upon request.

The Business Relationship Manager II owns a portfolio of business clients, acquiring, developing, and retaining relationships by delivering customized banking solutions, including deposit, cash management, and credit, tailored to each client's financial needs. Working within a business banking team and partnering with subject matter experts and management, this role builds referral networks and drives client outcomes while adhering to sound risk management and regulatory requirements.

Key Responsibilities

• Acquire, manage, and retain a portfolio of business clients with annual revenue within the assigned range.
• Deliver comprehensive and customized banking solutions tailored to the financial needs of business clients.
• Use knowledge of business, finance, banking, credit, and risk management to identify and recommend suitable solutions.
• Work within risk parameters that protect the organization.
• Partner with subject matter experts to enhance knowledge and ensure a positive client experience.
• Conduct in-person calls with prospects, centers of influence, and existing clients at their places of business.
• Build and utilize referral networks and centers of influence to identify and pursue potential new business clients.
• Identify the personal financial goals and needs of business clients and connect them with appropriate specialists.
• Provide deposit, cash management, and credit solutions for assigned clients.
• Protect the organization by following sound risk management protocols and adhering to regulatory requirements.
• Follow a disciplined relationship development process by identifying strategies to maintain and build relationships with clients and prospects.
• Consult with management on strategies and adjust approaches as needed.

Required Qualifications

• Bachelor's degree in Finance or a related field, or equivalent work experience.
• Three to five years of experience in a business banking relationship management role or related business lending experience, with direct in-person contact preferred.
• General knowledge of core business products and services, including deposit and cash management.
• Understanding of credit products, the credit application process, and potential outcomes.
• Understanding of general business practices, financial and economic concepts, and how business needs vary by industry.
• Strong communication skills with individuals at all levels, internally and externally.
• Ability to build relationships with clients and internal partners and influence others to achieve desired outcomes.
• Ability to identify opportunities by asking targeted questions to assess client needs and recommend appropriate solutions.
• Ability to balance client needs with associated risks and the interests of the organization.
• Ability to determine priorities and maintain a balanced work approach to achieve business objectives.
• Demonstrated ability to own problems on clients' behalf and follow through on commitments.
• Strong current business network preferred.
• High proficiency in MS Office tools, including Outlook, Excel, Word, and PowerPoint.

Embedded within the IT change organization, the Senior Business Relationship Manager delivers strategic relationship management across IT and business stakeholders, ensuring technology initiatives are business-led, financially approved, and aligned with security, compliance, and governance frameworks. Working closely with IT Architects, Business Analysts, and a Lead Business Relationship Manager, this role translates between technical and business concepts to drive project success and inform strategic planning.

Core Functions

• Establish and maintain relationships with IT Change Leads to ensure technology change is business-led and financially approved.
• Influence collaborators and manage relationships effectively.
• Own an issue until a new owner has been found or the problem has been mitigated or resolved.
• Articulate the strategic vision that the customer wants to achieve and understand how emerging technologies could enable that vision, working with IT Architects and Business Analysts on proposed solutions and estimated costs.
• Improve business understanding of IT services by effectively translating between technical and business concepts.
• Ensure that security, compliance, and governance requirements are built into new projects or IT service changes and conform with overarching risk and governance frameworks.
• Support and deputize for a Lead Business Relationship Manager at customer scoping meetings and project checkpoint calls, providing updates on current initiative progress and working with delivery teams to plan accordingly.

Qualifications & Experience

• Experience building and managing relationships with senior stakeholders in a challenging and fast-moving environment.
• Experience supporting stakeholders with strategic planning and business prioritization.
• Experience working in an IT change project environment, defining business problems and benefits and understanding as-is processes.
• Knowledge of end-to-end change lifecycle, IT change governance processes, and working knowledge of a project and portfolio management tool.
• Demonstrable record of gathering and understanding business requirements, working with IT Solution Architects and Business Analysts to gauge feasibility.
• Excellent verbal and written communication skills.
• Ability to use a range of O365 applications to share, document, and illustrate reporting requirements.
• Flexible and adaptable multitasking approach with the ability to re-prioritize at short notice in line with changing business needs.
• Ability to work at pace to ambitious deadlines.

Reporting to branch leadership, the Business Relationship Manager builds sustainable growth within the small business customer base by delivering performance insights, digital service guidance, and credit risk assessment up to the assigned exposure limit. Partnering with colleagues across the organization and working in full compliance with regulatory requirements and the operational risk framework, this role drives lasting customer relationships and shapes innovation through diverse perspectives.

Primary Duties

• Contribute to the sustainable growth of the small business active customer base through building deep and lasting relationships and utilizing strategic business tools and insights.
• Lead customers digitally, including providing business performance insights, local market analysis, and industry insights to support future conversations.
• Guide and support customers proactively through the organization's digital services and mobile banking platforms.
• Own, manage, and resolve customer issues within agreed timescales, ensuring the best outcomes and dealing with feedback effectively.
• Understand and meet customer needs in a compliant manner, providing credit risk assessment and management for exposures up to the assigned limit.
• Consider the short- and long-term impact of commercial decisions and seek different perspectives to shape and drive innovation.
• Ensure all duties are completed in full compliance with regulatory requirements, the operational risk framework, and relevant policies and standards.

Skills & Qualifications

• Experience working in a team environment.
• Experience working in a relationship management or customer-centric role, delivering high levels of customer service.
• Demonstrable experience in effective management of customer portfolios.
• A track record of working towards personal objectives and standards.
• Ability to comprehend customers' journeys and life and business events to identify and support customer moments.
• Ability to demonstrate a proactive approach to issue resolution and empathy for the growth of small businesses.
• Confident relationship-building skills and ability to hold meaningful and holistic conversations.

Sitting at the intersection of business needs and IT capability, the Business Relationship Manager shapes the IT service landscape for division management by identifying requirements, advising on standard services, and developing data-driven improvement plans. Operating across all IT areas and working closely with division management, this role drives process harmonization, manages customer satisfaction surveys, and ensures technology solutions align with organizational priorities.

Duties

• Maintain customer relationships by identifying and managing IT-related requirements of division management and jointly prioritizing these requirements with the business.
• Identify service requirements and register customers for standard services.
• Advise division management on IT standard services and ongoing initiatives to harmonize and standardize processes and infrastructure.
• Identify service-relevant improvement opportunities with the support of data analysis, and develop documentation and action plans.
• Cooperate closely with all areas of IT to provide a comprehensive consulting service.
• Identify synergies between different initiatives and business areas.
• Manage customer satisfaction surveys and customer complaints for division management.

Requirements

• University degree or equivalent qualification.
• ITIL certification, Lean Management background, or Project Management experience preferred.
• Three or more years of experience in IT or digitalization.
• Experience in an equivalent position on the business or IT side.
• Strong customer and service focus.
• Strong communication, collaboration, and presentation skills.
• Intercultural competence and strong social skills.
• Proactive, self-motivated, and able to work with minimum supervision in a fast-paced environment.

A key member of the Global Technology Solutions team, the Business Relationship Manager leads the strategic interface with the International Development Group, facilitating IT strategy development, solution discovery, and the creation of comprehensive roadmaps, including market analysis, KPIs, and quarterly technology plans. Collaborating across business units, IT Architects, and Business Analysts, this role drives technology initiatives that enable the business to achieve objectives while ensuring compliance with relevant policies and regulatory requirements.

Functions

• Create a strategic analysis document covering market overview, benchmarking, competitive analysis, technology trends, internal and external capabilities, project and resource constraints, a high-level annual plan, defined KPIs, a visionary roadmap, business and technology roadmaps by quarter, and a prioritization matrix.
• Communicate the roadmap and performance against it through published service and capability release calendars, capability and training blogs, service metrics, and quarterly executive updates.
• Demonstrate relevant external research of business process and technology options and alternatives.
• Manage roadmap expectations aligned with resource capacity and utilization in order to forecast needs according to business priorities.
• Conduct collaborative review of solutions and roadmap ideas in adherence to architecture and solution delivery standards.
• Introduce solutions that deliver business value and minimize organizational complexity.
• Drive strategic business initiatives by enhancing and evolving the technology environment.
• Follow proper controls and participate in audits to ensure compliance with relevant policies and regulatory requirements.
• Deliver high-quality presentations demonstrating active ownership of delivery, performance, and innovation from technology service areas.

Experience & Qualifications

• Bachelor's degree and six to eight years of relevant experience.
• Master's degree and four to six years of relevant experience, or an equivalent combination of education and experience.
• At least two years of experience as a Business Relationship Manager or in a similar position, preferably supporting government agency projects and research grants.
• Experience with infrastructure, cloud, and software systems supporting research teams.
• Experience in multi-channel government research environments preferred.
• Experience supporting international research work for various government agencies preferred.
• Experience with DevOps, cloud provisioning, segmented security environments, and data management solutions preferred.
• Experience balancing global and local technology contracts, provisioning, and service to expedite research projects preferred.
• Knowledge of customer-facing project and research environments and competitive technologies preferred.
• Excellent verbal and written communication skills.
• Ability to negotiate, mitigate conflict, build alliances, and achieve desired results using strong interpersonal and diplomacy skills.
• Ability to share technology risks and opportunities to improve organizational efficiency and effectiveness.
• Ability to advocate on behalf of business stakeholders to ensure IT services meet their business priorities and needs.

Sustained growth in branch deposits, market share, and profitability depends on the Business Relationship Manager, who builds and deepens commercial client relationships through networking, referral development, and active community leadership across professional organizations and events. Serving as a critical partner to one or more branch teams, this role develops and executes branch sales strategy, manages cross-company partnerships, and ensures all activities comply with applicable laws and regulations.

Accountabilities

• Maintain and deepen existing commercial client relationships and generate new business relationships through networking, referral sources, and prospecting.
• Maintain a strong presence in the local community through active involvement and leadership roles in professional organizations and events.
• Work with branch partners to develop and execute strategy for meeting branch sales and profitability goals, and support community development and branch growth through business development.
• Handle client service issues by conducting research, taking ownership, and following up until conclusion.
• Manage cross-company partnerships and alliances designed to acquire and drive business opportunities.
• Ensure all activities, transactions, and records comply with operational, security, and control procedures, as well as all applicable laws and regulations.
• Prepare weekly, monthly, and annual reports and plans and communicate this information to the appropriate departments.

Technical Qualifications

• College degree preferred.
• Minimum five years of business banking experience.
• Sales and sales leadership experience.
• Expert knowledge of various federal regulations.
• Working knowledge of local centers of influence and established relationships within the community.
• Familiarity with bank security and safety practices.
• Strong leadership and coaching skills.
• Exceptional networking and relationship-building skills.
• Excellent communication and interpersonal skills.
• Proficiency in Microsoft Office applications.

As the Business Relationship Manager, this role shapes the technology strategy for Amazon business units worldwide by acting as a trusted advisor who co-develops next-generation solutions, evaluates data and AI trends, and orchestrates multi-functional stakeholders to identify and validate growth opportunities. The Global Amazon Acceleration Team relies on this work to deliver digital innovation - spanning voice, smart replenishment, supply chain automation, and shoppable video - across Nestlé's Amazon operations at speed and scale.

Activities

• Act as a trusted advisor to the Amazon business unit, managing relationships between the business and the IT organization throughout the full product and business lifecycle.
• Co-develop the next-generation technology strategy in partnership with functional business partners to deliver innovation and speed to market.
• Develop and maintain a partnership with Amazon technical teams across relevant platforms and services.
• Partner with Amazon IT teams and internal business units to plan new joint initiatives, evaluate proposals, and determine how they fit into business capability roadmaps and priorities.
• Lead pilots, implementation, and industrialization through existing IT structures.
• Evaluate industry trends, data and AI solutions, and digital advances as they relate to increasing automation of the Amazon business.
• Deliver IT capabilities to execute the digital innovation agenda, focusing on voice, smart replenishment, supply chain automation, and shoppable video opportunities.
• Orchestrate internal and external multi-functional stakeholders to identify, define, and validate business growth opportunities enabled through technology.
• Provide awareness, direction, and guidance to business stakeholders about Amazon best practices and winning strategies.

Position Requirements

• Bachelor's degree.
• Eight or more years of Information Technology experience.
• Three or more years of management or people leadership experience.
• Experience working with globally dispersed teams and managing high-level stakeholders in an Agile environment.
• Experience with Amazon data solutions, including edge analytics and brand analytics platforms.
• Experience with SQL.
• Knowledge of Consumer Packaged Goods business processes.

Business Relationship Manager delivers portfolio growth by originating small business loan applications, cross-selling banking products and services, and monitoring credit quality and overall risk profile across an assigned book of clients. Success in the position means partnering closely with branch teammates and the credit centre to analyze financial data, manage loan covenants and delinquency, and represent the organization at community and networking events to develop new business connections.

Operational Focus

• Contribute to the growth of the loan portfolio by originating applications for all types of small business loans.
• Identify opportunities to strengthen business relationships and cross-sell bank products and services appropriate to customer requirements.
• Gather, analyze, and discuss credit and financial information for the determination of credit risk, loan structure, and appropriateness of credit products.
• Monitor credit quality and overall risk profile proactively, and manage loan covenants, delinquency, and collection of the loan portfolio.
• Work closely with branch teammates to provide support and guidance for all loan inquiries and strengthen partnership synergy.
• Represent the organization at networking and business community events to enhance its image and support marketing activities to develop additional business connections and centers of influence.

Knowledge Skills & Abilities

• Four-year college degree majoring in Business or Finance preferred.
• Three years of general banking experience.
• Previous experience with small business and commercial lending and credit analysis preferred.
• Thorough knowledge of business banking products and services.
• Strong relationship management and business development sales skills.
• Ability to work effectively with internal and external partners in managing customer service relationships.
• Excellent presentation, verbal, and written communication skills.

The Business Relationship Manager oversees the growth, profitability, and rehabilitation of independent agents across the Mountain States region by managing agency review processes, guiding action and growth plans, and acting as a trusted advisor to focus agencies on the benefits of placing business with the organization. Working directly with agents and their staff through individual meetings and state conventions, this role increases quote activity, written premium, and retention while maintaining profitability and high levels of customer satisfaction.

Key Deliverables

• Manage the internally generated corporate information flow to agents.
• Control and manage internal workflow communications, identifying potential agency issues and concerns.
• Work with agents and their staff to review agency action and growth plans on an annual basis.
• Act as a trusted advisor to focus agencies on the advantages of placing business with the organization.
• Manage the growth, profitability, and rehabilitation of agents through the agency review process and individual agent meetings.
• Provide a reliable contact point for agents to express concerns and present problems.
• Resolve and escalate issues in a timely and sensitive manner as required.
• Manage the agency termination process once identified through the agency review process.
• Participate in state conventions and trade association seminars.

Professional Experience

• Bachelor's degree or equivalent experience in marketing, business administration, or a related field.
• Continuing education and insurance designations highly preferred.
• Three to five years of property and casualty insurance marketing experience.
• Knowledge of the independent agency system, with comfort working with larger commercial agencies.
• Familiarity with territory agents.
• Strong commercial experience preferred.
• Willingness to travel as needed.
• Ability to work independently with high motivation.

Embedded within NDSP's Queensland team, the Business Relationship Manager develops and delivers a business development and relationship management plan, representing the organization at stakeholder meetings, networking events, and community expos to grow the client base and strengthen partnerships. Working closely with existing partners, stakeholders, and the national business development team, this role meets individual KPI targets, maintains accurate activity records, and supports NDSP's position as the preferred NDIS plan manager in Australia.

Areas of Ownership

• Develop and deliver a business development and relationship management plan.
• Attend and represent the organization at stakeholder meetings, networking events, and community expos.
• Build and maintain relationships with existing partners and stakeholders while delivering on the core values of the organization.
• Meet individual KPI targets and deliver on team commitments.
• Present the organization's services to multiple stakeholders.
• Maintain accurate records of business development activity and interactions with key contacts.

Background & Experience

• Proven experience developing professional relationships that lead to business growth through new clients and client retention.
• A working knowledge of the NDIS and the disability sector is advantageous.
• Ability to prioritize, organize, and complete work within established deadlines.
• Superior work ethic with drive and passion for the disability sector.
• Willingness to travel regularly within the state and nationally as required.
• A current driver's license and own vehicle are essential requirements.

Reporting to senior IT and business leadership, the Business Relationship Manager advances the ICT strategy for finance systems by acting as vendor manager, overseeing the IT project portfolio, and leading the deployment of solutions - including analytics, data visualization, and financial reporting applications - aligned with business goals. Partnering with business leaders, IT colleagues, and internal and external partners across on-site and offshore teams, this role maintains expert knowledge of business processes, ensures SOX compliance, and negotiates ongoing alignment of IT capabilities with business needs.

Role Responsibilities

• Act as vendor manager for finance systems, software, and support.
• Define, execute, and lead the business solution strategy supporting functional business areas from both a technology and business standards perspective.
• Collaborate with business leaders to define IT project and program portfolios and annual plans, and work with internal IT colleagues to execute projects and enhancements.
• Act as a change agent by seeking opportunities to challenge the status quo and develop and gain support for IT roadmaps.
• Establish and manage strategic relationships with IT and business leaders to ensure IT plans and development efforts are aligned with business goals.
• Collaborate with IT peers in the definition, development, and maintenance of IT strategic and operational plans that support business objectives.
• Maintain expert knowledge of business processes, industry trends, and IT systems to support solutions development and communicate technology capabilities effectively.
• Oversee the communication, development, and management of the IT project portfolio.
• Engage regularly with IT and business leadership to communicate evolving business needs and identify trends that influence the IT project portfolio and strategic roadmaps.
• Negotiate with internal and external partners to ensure ongoing alignment of IT strategy and capabilities with business needs.
• Coordinate global synergy discussions and alignment on application and platform enhancements.
• Support systems validation and testing for SOX compliance and integrate risk management with information from business, technology, security, and compliance audits.
• Oversee internal and external reviews, audits, inspections, and investigations related to Finance systems.

Education & Experience

• Bachelor's degree or higher in Information Technology or a related discipline.
• Master's degree preferred.
• Experience with analytics, data visualization tools, master data management, and data warehousing preferred.
• Experience with Essbase, QlikSense, Oracle EPM, Mainframe, and Java technologies preferred.
• Experience with non-SAP finance, tax, treasury, and financial reporting application implementation and support preferred.
• Eight years of progressive IT experience, with five or more years in a leadership role managing applications and business partnership functions.
• Experience leading a business relationship function and managing multiple large programs and projects.
• Prior experience managing on-site and offshore teams, including large teams of employees, contractors, and external partners.
• Experience managing external vendors through implementation, ongoing maintenance and support, selection, and contract management.
• Experience with Google and Microsoft tools.
• Knowledge of and experience with SOX regulations and SOX IT General Controls preferred.
• Excellent knowledge of invoicing, cost of sales, product cost, incentive management, billing, pricing, tax, treasury, and financial reporting business domains preferred.
• Strong systems thinking, critical thinking, and analytical and problem-solving skills.
• Strong leadership and coaching skills with solid communication and interpersonal skills.
• Ability to create compelling business cases with accurate cost and effort estimations.
• Strong organizational skills to maintain productivity, innovation, and priority-setting to complete assignments on time and on budget.
• Self-motivated, results-driven, and proactive in seeking out and recommending process improvements.

Sitting at the intersection of business strategy and technology capability, the Business Relationship Manager produces value-driven outcomes by defining shared goals with stakeholders, translating business needs into strategic roadmaps and executable portfolio activities, and elaborating business cases that realize measurable business value. Operating across a global enterprise alongside business and IT leaders, this role stimulates and shapes demand, co-owns business processes, and ensures that solutions and services deliver the outcomes business partners require.

Job Functions

• Define shared goals and values with business and IT stakeholders.
• Stimulate, surface, and shape business demand.
• Report on key business and IT performance measures.
• Collect and facilitate prioritisation of high-level business demand.
• Define business needs and priorities to inform the strategy for delivering systems capabilities.
• Identify and translate business needs into strategic roadmaps and executable portfolio activities.
• Elaborate business cases and define the realisation of business value.
• Ensure that solutions and services deliver expected business value.
• Translate business needs into effective and improved processes.
• Contribute to the systems aspects of business strategy development, bringing business opportunities through technology and business knowledge.
• Keep abreast of technology trends and their applicability to business partners.
• Facilitate business strategic planning efforts that align to business-capability enablement or improvement.
• Expand adoption of existing technology, where appropriate, to leverage enterprise solutions that meet or exceed business-partner demands.
• Co-own business processes in collaboration with business partners and mature business process models using industry standards to identify changes across political, economic, social, technological, legal, and environmental factors.

Required Qualifications

• Bachelor's degree.
• 8+ years of professional experience interacting with business leaders.
• 3–5 years of experience in business consulting and/or a relationship management role on behalf of IT.
• 3–5 years of experience creating value chain or capability-to-technology roadmaps.
• Experience in developing large-scale funding proposals and business case creation.
• Experience with SAFe and product management at scale strategies.
• Ability to build relationships and partnerships with senior business leaders and establish mutual respect.
• Ability to lead without authority and influence strategic business leaders throughout a global organisation.
• Advanced Microsoft Office 365 skills.
• Proficiency in collaboration tools and delegation of duties.
• High degree of initiative with the ability to take independent action and exercise sound judgement at all times.
• Self-motivated with the ability to work with minimal supervision and produce high-quality, accurate work.
• Strong organisational and problem-solving skills with the ability to manage multiple tasks effectively and work under pressure and strict time constraints.
• Excellent written and verbal communication skills with strong interpersonal and decision-making abilities.

A key member of the Inside Sales team, the Business Relationship Manager refines and grows a portfolio of up to 300 small business clients by cross-selling banking products, including loans, cash management, merchant services, and commercial real estate, and performing financial analysis and credit underwriting. Collaborating across assigned retail branches, the credit centre, and product specialists spanning commercial, private, and wealth management lines, this role retains existing relationships and generates new product connections by fully understanding each client's financial goals and business challenges.

Key Responsibilities

• Generate new product relationships from new and existing small business clients, including demand deposit and operating accounts, cash management and payments services, business loans, business lines of credit, commercial real estate loans, and other banking products and services.
• Receive incoming small business client referrals from assigned retail branches and through online and direct mail channels to identify opportunities to acquire new business and deepen household relationships through cross-selling, including referrals to commercial banking, consumer banking, private banking, wealth management, and other lines of business.
• Develop and present effective marketing approaches to client prospects for new business generation.
• Foster partnerships with other business lines to ensure referrals that expand client relationships through targeted cross-selling satisfy all client financial needs.
• Maintain an active pipeline and communicate it regularly to assigned retail branches.
• Uncover and assess prospects' needs and financial status to provide accurate and suitable credit and product advice and recommendations.
• Coordinate with the credit centre and product specialists to deliver services to the client.
• Monitor the credit relationship, maintain covenant compliance, and obtain updated financial information on the existing loan portfolio.
• Analyse business financial data and submit complete credit packages to the credit centre for underwriting.
• Communicate the application and credit decision process clearly, proactively follow up on credit requirements, act as a liaison between the credit centre and the client, and provide recommendations about possible appeals of credit denials.
• Partner with credit centre associates for credit underwriting, processing, closing, and portfolio maintenance.

Qualifications & Experience

• Bachelor's degree in Finance, Business, or Economics is preferred.
• 5+ years of experience in banking and customer service.
• 5+ years of experience in business and commercial lending.
• 5+ years of business development experience selling to a broad range of industries.
• Experience with cash management and trade finance is required.
• Proficiency in using a risk-based and relationship-based pricing model.
• Proven track record of business development.
• Strong credit and underwriting skills.
• Aptitude for reviewing financial statements and proficiency in accounting.
• Excellent written and verbal communication skills.
• Ability to communicate clearly and effectively with both clients and colleagues.
• Ability to handle multiple requests with close attention to detail and strong interpersonal skills.

Effective delivery of technology solutions and business process improvement across the organization depends on the Business Relationship Manager, who develops and manages relationships with internal and external users to surface short- and long-term IT priorities, leads cross-divisional innovation initiatives, and oversees the IT quality assurance programme. Based within the IT function and directing staff and contractors both locally and globally, this role engages as both project manager and business analyst to evaluate project progress, manage vendor relationships, and ensure IT leadership remains aligned with each business unit's objectives.

Core Functions

• Build and manage relationships with internal and external users to ensure awareness of their short- and long-term needs and priorities for IT support.
• Manage client expectations through effective communications, including skilled listening to understand challenges and articulate sharing of IT-related opportunities and challenges that educate and inform.
• Drive technology and business process innovation across the organisation, including leading or contributing significantly to cross-divisional initiatives.
• Engage as a project manager, evaluating and executing project efforts and progress against joint strategic plans and objectives, and escalating risks as appropriate.
• Engage as a business analyst, leading process improvement and requirements activities.
• Participate in or lead the IT quality assurance programme, ensuring a well-functioning QA process that may involve third-party vendors.
• Build and manage relationships with external vendors to pursue best interests and act as an advocate on behalf of the organisation.
• Ensure that IT leadership is knowledgeable about each business unit's priorities, objectives, and timelines to ensure proper resourcing.
• Demonstrate creativity and awareness concerning industry trends and advances as they relate to changing client needs.
• Oversee the prioritisation and delivery of solutions for business systems.
• Lead and direct the work of staff and contractors both locally and globally.

Skills & Qualifications

• College degree in Business or Computer Science, including information systems, engineering, finance, or accounting, is preferred; a combination of education and experience instead of the preferred degree will be considered.
• Six Sigma, Kaizen, or PMP certification is a plus but not required.
• Minimum of 10 years of experience in an IT function, including in a project manager, business analyst, or comparable role.
• Experience in business process improvement and consulting is preferred but not required.
• Experience in publishing is highly preferred but not required.
• Experience interfacing and communicating with senior-level management.
• Experience analysing and solving complex business problems with a background in business process improvement.
• Experience defining, executing, and leading comprehensive test plans for complex software systems, preferably business management or manufacturing applications.
• Expertise in the application software development process, including waterfall SDLC and agile development.
• Expertise with software quality assurance processes using established methods and best practices.
• Understanding of IT portfolio management and evaluating project criteria on ROI, strategic alignment, cost savings, and suitability.
• Strong leadership, negotiation, and communication skills with the ability to interact effectively with internal clients, vendors, developers, and users.

As the Business Relationship Manager, this role oversees the operational IT landscape across UK&I by coordinating external and internal support teams, managing outsourcing partners, and driving local project and enhancement delivery for all related business units. Schneider Digital relies on this work to ensure quality of support, maintain KPI and SLA adherence, rationalize the local application and infrastructure landscape, and align country and site IT strategy with business priorities.

Primary Duties

• Drive effective support processes by coordinating external and internal support teams.
• Provide operational service support for local infrastructure and local applications.
• Manage outsourcing partners in outsourced areas.
• Ensure the quality of support for the business.
• Follow up on KPIs in line with SLAs and manage escalations when needed, including communicating with local providers or corporate support in cases of IT system failure.
• Identify trends, improvements, and rationalisation opportunities across the local application and infrastructure landscape.
• Support country and site management in defining their IT strategy and priorities.
• Contribute to defining and managing IT scenarios, assuming the role of integrator between the business and IT.
• Clarify needs expressed by key users and transform user requests into demands understandable by partners.
• Manage and challenge project demands from the business and ensure they are driven forward by suppliers or other IT teams.
• Participate in global projects by driving and ensuring good local implementation and adoption rates.
• Follow and manage local project or enhancement realisation.

Requirements

• Academic degree in computer science from a technical university, or an IT specialisation from a business school or university.
• Minimum of 5 years of hands-on experience with operations and/or support in a fast-moving, highly critical enterprise application environment.
• Experience coordinating resources and leading small teams.
• Previous experience in similar industries is an advantage.
• Experience and knowledge of systems design, application platforms, security and communications networks, and technical and user-related aspects of a personal computer environment.
• Broad IT knowledge and experience across application platforms and infrastructure.
• Solid understanding of ITIL best practices with the ability to convert this knowledge into improvements for daily operations.

Business Relationship Manager advances organizational effectiveness within the healthcare division by managing IT budgets, project capital expenditures, staffing and resource plans, and a project portfolio ranging from $1M to $10M, while driving cost reductions and innovative IT solutions for internal and external users. The work directly supports division directors and vice presidents by ensuring vendor management locally and globally, maintaining the complete software lifecycle including privacy and security, and collaborating with business leads to identify and implement technology solutions aligned with healthcare and pharmaceutical business strategy.

Duties

• Develop an excellent understanding of business processes and strategy from local and global perspectives.
• Influence and partner with various business groups to understand business strategy.
• Interact regularly with business leadership to ensure needs are understood and IT updates are communicated consistently.
• Understand and implement business needs into user and functional requirements.
• Collaborate with corporate IT and external vendors in the delivery of IT solutions per budget, timeline, and service levels.
• Review IT statements of work to ensure they clearly articulate the business need and escalate concerns if estimates do not align with the work effort required.
• Support cross-divisional business initiatives and explore IT synergies and efficiencies.
• Manage IT budgets, project capital and recurrent expenditures, and ROI.
• Identify opportunities for cost reductions and cost avoidance continually.
• Lead all aspects of people management and capacity planning, including establishing staffing and resource plans with the appropriate mix of sourcing opportunities.
• Ensure overall organisational effectiveness and vendor management.
• Manage issues, risks, and decision-making within effective timeframes and outcomes.
• Establish and maintain productive relationships across all levels within the IT organisation and with external suppliers.

Experience & Qualifications

• Bachelor's degree in Computer Science, Business Administration, or a discipline relevant to the healthcare industry; or the equivalent combination of years of experience and education with a high school diploma.
• 10 or more years of IT experience in a similar area of expertise.
• 2 or more years of experience with vendor management locally and globally.
• At least 1 year of commercial division experience.
• Healthcare, pharmaceutical, or similar field experience is beneficial.
• Knowledge and demonstration of understanding of the complete software life cycle, including privacy and security aspects.
• Ability to collaborate with business leads, understand business strategy and processes, and identify innovative solutions to drive business enhancements for internal and external users.
• Ability to work effectively with all levels of management, up to and including division directors and vice presidents.

The Business Relationship Manager coordinates the alignment of business and IT strategy by enabling stakeholders to articulate their technology needs, shaping priorities in partnership with IT colleagues, and guiding the development of proposals that initiate technology-driven work. Working across a diverse stakeholder community within the Central IT function, this role manages demand, ensures adherence to project governance and IT assurance practices, and acts as an ambassador between business and IT to connect organizational vision with technology strategy.

Functions

• Enable key stakeholders to articulate their technology needs, driving IT input into the strategic planning process and informing the technology roadmap.
• Provide leadership and influence across the organisation, shaping priorities and managing demand in partnership with stakeholders and IT colleagues.
• Guide the development of proposals articulating business technology needs, providing IT input, and facilitating the initiation of work.
• Manage expectations around following project processes, governance, and IT assurance practices.
• Ensure the alignment of business and IT strategy, acting as an ambassador for IT within the business and for the business within IT.

Technical Qualifications

• Proven experience building and maintaining influential and collaborative relationships with a diverse stakeholder community.
• Proven experience leading change using positive and collaborative methods.
• Knowledge of technology lifecycles and project management processes and practices, including governance requirements.
• Strategic thinking ability with the capacity to connect organisational vision to business strategy, idea generation, and technology trends.
• Strong communication and stakeholder management skills with the ability to influence as a leader.
• Self-starter with high motivation and excellent analytical skills.

Embedded within the employability skills training programme team, the Business Relationship Manager executes a business development and relationship management plan that promotes vocational training programs to industry stakeholders and employers, securing referrals and work experience placements for course graduates. Working closely with graduates, employers, and a multidisciplinary programme team, this role works to strict KPIs and sales targets, builds and maintains industry networks, and contributes directly to the ongoing success and growth of the programme.

Accountabilities

• Develop and implement an effective business development plan aligned to programme objectives.
• Establish and maintain strong business networks.
• Negotiate and secure work experience placements for course graduates.
• Work directly with course graduates to secure workplace work experience opportunities.
• Work to strict sales targets and KPIs.
• Work as part of a team to ensure the continuing success of the programme.

Position Requirements

• Experience with the design and implementation of a business development strategy.
• Experience in the vocational education sector is desirable.
• Employment services experience is desirable.
• Demonstrated ability to work autonomously and as part of a multidisciplinary team, contributing to a positive team environment and working constructively with staff at all levels.
• Highly developed organisational skills with the ability to prioritise and manage the needs of a large number of stakeholders.
• Well-developed strategies for building rapport, establishing and maintaining networks, and achieving beneficial outcomes.
• Ability to work in a KPI-focused environment.
• Excellent communication skills with experience in persuading, convincing, and negotiating with a range of stakeholders.
• High level of resilience with excellent computer and time management skills.