Benefits Realization Manager (Location Flexible)

rsm; United States; Hybrid; USD 110,000 - 170,000; Full time

Job summary

RSM seeks a Benefits Realization Manager to lead the value realization capability across digital, AI, and transformation initiatives. You will define value, establish metrics, and ensure ownership, connecting investments to measurable outcomes.

You will partner with executives and portfolio teams to drive adoption, track realized value, and improve investment decisions. Leads a team of value realization professionals and reports to senior leadership.

Qualifications

• Bachelor's degree in Business, Finance, Accounting, Economics, Information Systems, Engineering, Data Analytics, MIS, or a related field.
• 5-7 years of experience in benefits realization, business transformation, portfolio management, value management, business analytics.

Responsibilities

• 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.
• 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.
• 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.
• 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.
• 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.

Education

Bachelor's degree in Business, Finance, Accounting, Economics, Information Systems, Engineering, Data Analytics, MIS, or a related field

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.

The Benefits Realization Manager is responsible for ensuring Digital, AI, business transformation, and process improvement investments deliver the value they were expected to achieve.

This role leads the firm's benefits realization capability, working with business leaders, product teams, portfolio teams, and transformation leaders to define value before work begins, establish success measures and benefit ownership, and validate that expected outcomes are achieved after implementation.

Rather than focusing solely on project delivery, the Benefits Realization Manager focuses on business outcomes. The role creates the frameworks, governance, reporting, and accountability needed to connect investments to measurable operational, financial, workforce, client, and strategic benefits.

The Manager serves as a trusted advisor to business and technology leaders on value realization, adoption, transformation outcomes, and investment effectiveness while leading a team responsible for value measurement and benefits governance across the portfolio. This role is aligned and collaborates with the finance, digital effectiveness, digital portfolio and business strategy teams to ensure their goals and capabilities align with the benefits realization frameworks.

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