Small Business- Business and Performance Manager

Truist • Atlanta, GA

20d • Onsite

About The Position

The Small Business – Business and Performance Manager is accountable for helping to standardize reporting on Small Business performance including financials, sales performance, product, channels, and segments. This role will help shape and continuously improve performance management by establishing and monitoring KPIs and goals, driving transparency scorecard management, and developing clear, concise, and consistent performance reporting. A core responsibility of this role is serving as the connective tissue between the data teams and Small Business leadership - ensuring insights are translated into decision‑ready deliverables, supporting disciplined business management routines, enabling effective leadership conversations, meeting top‑of‑house reporting needs, and driving one unified performance story and source of truth.

Requirements

• Bachelor’s degree in a relevant field or an equivalent combination of education and related work experience.
• 6-10 years of experience, or equivalent experience and related training
• Background in consumer financial services / banking or management / strategy consulting
• Problem-solving skills, ability to distil insights from large data-sets, strong analytical, communication skills

Nice To Haves

• 5+ years of experience in management / strategy consulting
• Deep knowledge and/or experience in consumer / small business / direct banking
• Proven ability to collaborate influence across organizational siloes and lead in a matrixed structure
• Experience with BI tools (Tableau, PowerBI)
• Experience analyzing product, channel, and/or client segments data sets and reporting
• Advanced BI and analytics capability, including Power BI (data modeling, dashboard design) and strong SQL skills to extract, join, and manipulate data across multiple sources.
• Expert-level Excel proficiency, including pivot tables, advanced functions (XLOOKUP, INDEX/MATCH), Power Query, and the ability to build performance scorecards and recurring reporting packages.

Responsibilities

• Support the development of Small Business client segment, product, and channel performance reporting.
• Oversee the preparation of recurring reporting analyses and performance packages (e.g., weekly, monthly, quarterly) that enable understanding of portfolio performance, leading to actionable recommendations for Small Business leadership and strengthening business management and sales routines.
• Recommend business actions to Small Business Execution based on interpreted findings of analyzed business reports, ensuring insights are delivered in a concise, decision‑ready format that supports a consistent performance narrative.
• Collaborate on the design, communication, and implementation of KPIs, data dashboards, and reporting outlining the overall health of the business across solutions, channels, and segments, with a focus on supporting effective operating rhythms and a unified source of truth for leadership and top‑of‑house reporting.
• Partner closely with internal stakeholders to design, develop, and deliver high‑quality recurring reporting and insights—ensuring alignment, consistency, and applicability to Small Business performance management and business management routines.
• Support the analysis of the banking landscape, emerging trends, and competitive threats emerging from banking and adjacent sectors.
• Contribute to the development and enhancement of business intelligence platforms used by the business, ensuring outputs reinforce consistent performance management routines and support leadership decision‑making.
• On an ongoing basis, support new strategic initiatives by drawing on analytics and insights

Benefits

• All regular teammates (not temporary or contingent workers) working 20 hours or more per week are eligible for benefits, though eligibility for specific benefits may be determined by the division of Truist offering the position.
• Truist offers medical, dental, vision, life insurance, disability, accidental death and dismemberment, tax-preferred savings accounts, and a 401k plan to teammates.
• Teammates also receive no less than 10 days of vacation (prorated based on date of hire and by full-time or part-time status) during their first year of employment, along with 10 sick days (also prorated), and paid holidays.
• Depending on the position and division, this job may also be eligible for Truist’s defined benefit pension plan, restricted stock units, and/or a deferred compensation plan.

What This Job Offers

• Job Type: Full-time
• Career Level: Manager