Benefits Realization Manager (Location Flexible)

RSM US LLP; United States; Hybrid; USD 111,000 - 190,000; Full time

Benefits offered by this job

Hybrid work model

Discretionary bonus

Job summary

RSM US LLP seeks a senior professional to lead benefits realization and value management, partnering with business leaders to define outcomes, measure benefits, and drive accountable investments. You will develop KPIs, dashboards, and realization plans, ensuring governance and cross-functional alignment.

A hybrid work model supports collaboration and client delivery. The role requires expertise in financial metrics (ROI/NPV), strong communication with executives, and proven capability to lead

Qualifications

• Bachelor’s degree or equivalent professional experience.
• 5-7 years in benefits realization, transformation, portfolio or value management.
• Experience building business cases and value realization plans with ROI/NPV metrics.
• Ability to define KPIs/OKRs, establish baselines, and validate benefits.
• Strong communication and executive presentation skills with senior leaders.

Responsibilities

• Establish enterprise standards, governance for value realization and management.
• Partner with stakeholders during intake, discovery, and business case development.
• Develop measurable benefit metrics, baselines, and realization plans.
• Define accountability for benefit ownership across initiatives.
• Deliver executive dashboards, scorecards, and value insights.
• Lead a team of value realization professionals and develop repeatable tools.

Skills

Analytical skills

Financial analysis

Executive communication

Stakeholder influence

Cross-functional leadership

Education

Bachelor's degree (Business/Finance/Accounting/Economics/IS/Engineering/Data Analytics)

Tools

Power BI

Tableau

SQL

Excel

Python

Job description

We are the leading provider of professional services to the middle market globally, our purpose is to instill confidence in a world of change, empowering our clients and people to realize their full potential. Our exceptional people are the key to our unrivaled, culture and talent experience and our ability to be compelling to our clients. You'll find an environment that inspires and empowers you to thrive both personally and professionally. There's no one like you and that's why there's nowhere like RSM.

Essential Duties

Benefits Strategy, Value Definition & Measurement (30%)

• Establish enterprise standards, methodologies, and governance for benefits realization and value management.
• Partner with business stakeholders during intake, discovery, and business case development to define expected outcomes and value targets.
• Develop measurable benefit metrics, baselines, benefit dependency maps, and realization plans.
• Ensure business ownership and accountability are established for all significant benefits.
• Define how value will be measured before investments are approved.

Business Case & Value Assessment (15%)

• Partner with sponsors and portfolio leaders to evaluate business cases and value assumptions.
• Validate forecasted benefits, financial impacts, productivity opportunities, and strategic outcomes.
• Support governance and investment review processes with value-driven analyses and recommendations.
• Improve organizational rigor around value assessment, prioritization, and investment decisions.

Benefits Realization & Outcome Tracking (20%)

• Maintain portfolio-level benefit tracking and realization reporting.
• Monitor actual performance against approved business cases and expected outcomes.
• Identify value realization risks, adoption challenges, and areas of value leakage.
• Recommend corrective actions that improve realization performance.

Adoption & Transformation Outcomes (15%)

• Partner with Change Management and Process Transformation teams to ensure adoption efforts translate into measurable business outcomes.
• Evaluate adoption, utilization, behavioral change, process improvement, and stakeholder experience metrics.
• Help business leaders understand the difference between successful deployment and successful realization of value.
• Promote outcome-focused accountability across transformation initiatives.

Executive Reporting & Governance (10%)

• Deliver executive dashboards, scorecards, portfolio reporting, and value realization insights.
• Present findings and recommendations to leadership, governance committees, and investment review forums.
• Communicate realized value, emerging risks, and opportunities to improve portfolio outcomes.

Team Leadership & Capability Development (10%)

• Lead, coach, and develop a team of value realization professionals.
• Establish repeatable tools, templates, and operating practices.
• Drive maturity of the firm's benefits realization discipline and promote a culture of value accountability.

Success Measures

• Benefits and value metrics defined before investment approval.
• Clear accountability for benefit ownership across business initiatives.
• Increased realization of forecasted business benefits.
• Reduction of value leakage across Digital and AI investments.
• Improved transparency into portfolio outcomes and investment effectiveness.
• Increased adoption of value-based decision making across business and technology leadership.

Minimum Qualifications

• Bachelor's degree in Business, Finance, Accounting, Economics, Information Systems, Engineering, Data Analytics, MIS, or a related field. Equivalent professional experience considered.
• 5-7 years of experience in benefits realization, business transformation, portfolio management, value management, business analytics, technology strategy, consulting, transformation, data analytics, or related disciplines.
• Experience developing business cases, investment analyses, and value realization plans, including ROI, TCO, NPV, payback period, productivity, and operational performance measures.
• Demonstrated ability to define KPIs/OKR's, establish baselines, measure outcomes, and validate realization of expected business benefits.
• Strong analytical, financial, and problem-solving skills with the ability to translate data into actionable insights and executive recommendations.
• Proven ability to influence stakeholders, drive accountability, and lead cross-functional initiatives in complex organizations.
• Strong communication and executive presentation skills with experience presenting findings and recommendations to senior leadership.

Preferred Qualifications

• Experience supporting Digital, AI, Business Transformation, Process Improvement, Enterprise PMO, Technology Financial Management (TBM), or Management Consulting functions.
• Experience establishing benefits realization frameworks, governance processes, dashboards, scorecards, and executive reporting.
• Experience measuring adoption, utilization, behavioral change, and business outcomes associated with transformation initiatives.
• Experience with Power BI, Tableau, SQL, Excel, Python, or similar analytics and reporting platforms.
• ACMP, PMP, TBM, Lean Six Sigma, Prosci, or related professional certification.

Key Success Profile

• Combines strong business acumen, financial discipline, analytical thinking, and executive influence.
• Able to challenge assumptions, identify value leakage, and validate whether investments are delivering expected outcomes.
• Focuses on accountability, outcomes, and realization of business value rather than project delivery alone.

At RSM, we offer a competitive benefits and compensation package for all our people.Learn more about our total rewards at https://rsmus.com/careers/working-at-rsm/benefits.

We believe flexibility and in-person connection both play an important role in how we work and grow. Most roles at RSM follow a hybrid workstyle, which means team members are aligned to an RSM office and come together in person when it best supports clients, teams, development or relationship-building. Some roles may be virtual or primarily on-site based on role requirements, team priorities and client needs.

All applicants will receive consideration for employment as RSM does not tolerate discrimination and/or harassment based on race; color; creed; sincerely held religious beliefs, practices or observances; sex (including pregnancy or disabilities related to nursing); gender; sexual orientation; HIV Status; national origin; ancestry; familial or marital status; age; physical or mental disability; citizenship; political affiliation; medical condition (including family and medical leave); domestic violence victim status; past, current or prospective service in the US uniformed service; US Military/Veteran status; pre-disposing genetic characteristics or any other characteristic protected under applicable federal, state or local law.

Accommodation for applicants with disabilities is available upon request in connection with the recruitment process and/or employment/partnership.RSM is committed to providing equal opportunity and reasonable accommodation for people with disabilities. If you require a reasonable accommodation to complete an application, interview, or otherwise participate in the recruiting process, please call us at 800-274-3978 or send us an email at [e-mail].

RSM does not intend to hire entry level candidates who will require sponsorship now OR in the future (i.e. F‑1 visa holders). If you are a recent U.S. college / university graduate possessing 1-2 years of progressive and relevant work experience in a same or similar role to the one for which you are applying, excluding internships, you may be eligible for hire as an experienced associate.

RSM will consider for employment qualified applicants with arrest or conviction records. For those living in California or applying to a position in California, please click here for additional information.

At RSM, an employee's pay at any point in their career is intended to reflect their experiences, performance, and skills for their current role. The salary range (or starting rate for interns and associates) for this role represents numerous factors considered in the hiring decisions including, but not limited to, education, skills, work experience, certifications, location, etc. As such, pay for the successful candidate(s) could fall anywhere within the stated range.

Compensation Range: $111,200 - $190,300

Individuals selected for this role will be eligible for a discretionary bonus based on firm and individual performance.