Customer & Prospect Intelligence Lead

Schneider Electric; Raleigh (NC); On-site; USD 118,000 - 176,000; Full time

Job summary

Schneider Electric is seeking a Platforming Leader to identify and prioritize growth opportunities across Industrial Automation. You will transform data into actionable insights, enabling sellers to focus on high-value accounts and accelerate pipeline quality and market penetration.

The role collaborates with Sales, Marketing, and Operations to refine pursuit strategies, build account profiles, and measure impact on revenue. Strong analytical and CRM skills are essential.

Qualifications

• 5+ years of experience in sales operations, commercial excellence, business development, strategy, market intelligence, or account planning.
• Strong analytical and research capabilities.
• Experience working with CRM platforms and sales analytics tools.
• Ability to translate complex information into actionable business insights.
• Strong communication and stakeholder management skills.

Responsibilities

• Analyze prospect and customer accounts to identify growth opportunities across the Industrial Automation portfolio.
• Conduct account research, organizational mapping, and stakeholder identification.
• Assess installed base, competitive position, and technology landscape within target accounts.
• Identify cross-sell, upsell, modernization, software, services, and lifecycle opportunities.
• Develop account profiles highlighting key business drivers, strategic initiatives, and buying influences.
• Segment accounts and markets based on growth potential and strategic fit.
• Identify underserved territories, accounts, industries, and target customers.
• Evaluate market trends and competitor activity to uncover areas of opportunity.
• Support targeting and prioritization efforts for net new customer acquisition.
• Provide sales teams with actionable account intelligence prior to customer engagement.
• Support account planning and business development activities.
• Create customer briefs, opportunity profiles, and account growth plans.
• Partner with sellers to refine pursuit strategies and increase opportunity conversion.
• Leverage CRM, market data, installed-base information, and external research to generate insights.
• Monitor account penetration, pipeline quality, and opportunity progression.
• Develop dashboards and reporting tools for sales leadership.
• Measure effectiveness of account targeting and platforming activities.
• Partner with Sales, Marketing, Offer Management, Industrial Performance, and Sales Operations teams.
• Ensure alignment of account targeting efforts with business priorities.
• Support strategic growth initiatives and market expansion programs.

Skills

Analytical thinking

CRM proficiency

Stakeholder management

Sales analytics

Education

Bachelor's degree in Business, Marketing, Engineering, Finance, or related discipline

Tools

CRM platforms

Sales analytics tools

Job description

The Platforming Leader is responsible for identifying, analyzing, and prioritizing prospect and customer accounts to accelerate growth across the Industrial Automation business. This role works closely with sales teams to uncover opportunities, map customer organizations, identify white space, and develop account intelligence that enables effective pursuit of new business and expansion within existing customers.

The Platforming Leader transforms data into actionable commercial insights, helping sellers focus resources on the highest-value opportunities while improving pipeline quality and market penetration.

Key Responsibilities

Account Intelligence & Opportunity Identification

• Analyze prospect and customer accounts to identify growth opportunities across the Industrial Automation portfolio.
• Conduct account research, organizational mapping, and stakeholder identification.
• Assess installed base, competitive position, and technology landscape within target accounts.
• Identify cross-sell, upsell, modernization, software, services, and lifecycle opportunities.
• Develop account profiles highlighting key business drivers, strategic initiatives, and buying influences.

Market & White Space Analysis

• Segment accounts and markets based on growth potential and strategic fit.
• Identify underserved territories, accounts, industries, and target customers.
• Evaluate market trends and competitor activity to uncover areas of opportunity.
• Support targeting and prioritization efforts for net new customer acquisition.

Sales Enablement

• Provide sales teams with actionable account intelligence prior to customer engagement.
• Support account planning and business development activities.
• Create customer briefs, opportunity profiles, and account growth plans.
• Partner with sellers to refine pursuit strategies and increase opportunity conversion.

Commercial Analytics

• Leverage CRM, market data, installed-base information, and external research to generate insights.
• Monitor account penetration, pipeline quality, and opportunity progression.
• Develop dashboards and reporting tools for sales leadership.
• Measure effectiveness of account targeting and platforming activities.

Cross-Functional Collaboration

• Partner with Sales, Marketing, Offer Management, Industrial Performance, and Sales Operations teams.
• Ensure alignment of account targeting efforts with business priorities.
• Support strategic growth initiatives and market expansion programs.

Required

• Bachelor's degree in Business, Marketing, Engineering, Finance, or related discipline.
• 5+ years of experience in sales operations, commercial excellence, business development, strategy, market intelligence, or account planning.
• Strong analytical and research capabilities.
• Experience working with CRM platforms and sales analytics tools.
• Ability to translate complex information into actionable business insights.
• Strong communication and stakeholder management skills.

Preferred

• Experience in Industrial Automation, Process Automation, Industrial Software, Controls, or Manufacturing industries.
• Knowledge of OEM, End User, System Integrator, and Channel sales models.
• Experience supporting strategic account planning and business development teams.

Key Success Measures

• Qualified opportunities identified
• Net new account penetration
• White space opportunities uncovered
• Pipeline contribution
• Account coverage improvement
• Seller adoption of platforming insights
• Revenue influenced through account intelligence activities

At Schneider, we believe that every employee is a talent who deserves equal opportunities. This means you matter. Every individual needs to feel valued, supported, and treated fairly to do their best work.

Our Total Rewards is our way of saying: “We see you. We value you”. It’s more than just pay and benefits- it’s a meaningful investment in you. It is designed for you to perform, grow, feel safe, and elevate your potential to shine as an impact maker.

For this U.S. based position, the expected pay range is USD 117,600 - USD 176,400 per year. This pay range includes base pay and short-term incentives. The compensation range for this full-time position applies to candidates located within the United States. Our pay ranges are determined by reviewing roles of similar responsibility and level. Within the pay range, individual pay is determined by several factors including performance, knowledge, job-related skills, experience, and relevant education or training.

Schneider Electric is there when it matters most to you

Care for Yourself and Your Family. We ensure you feel secure with benefits that help you and your family thrive: medical (with member reward points), dental, vision, and basic life insurance, Benefit Bucks, flexible work arrangements, paid family leaves, well-being programs, 12 holidays per year, and 15 days of paid time off per year.

Invest and Plan Your Future. We help you plan and invest for the future with competitive pay and programs including base salary, incentives, company share ownership, and 401(k) with match.

Grow Your Skills and Career. We support development through performance discussions, global opportunities, the Schneider Career Hub, and learning platforms like Coursera.

Team Up in the Workplace. We encourage collaboration, recognition, sharing your voice, and an inclusive workplace.

Support Your Community. We make a difference through volunteer leave, programs with the Schneider Electric Foundation, youth education initiatives, and military leave benefits.

If you believe this job posting is not compliant with applicable state pay transparency laws in the U.S., please notify the Company as soon as possible upon discovery by completing this form.

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.

€40 billion global revenue
+9% organic growth
150 000+ employees in 100+ countries

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.

At Schneider Electric, we uphold the highest standards of ethics and compliance, and we believe that trust is a foundational value. Our Trust Charter is our Code of Conduct and demonstrates our commitment to ethics, safety, sustainability, quality and cybersecurity, underpinning every aspect of our business and our willingness to behave and respond respectfully and in good faith to all our stakeholders. You can find out more about our Trust Charter here.
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.