Senior Sales Support Representative

Career Area:

Job Description:

Your Work Shapes the World at Caterpillar Inc.

When you join Caterpillar, you're joining a global team who cares not just about the work we do – but also about each other.  We are the makers, problem solvers, and future world builders who are creating stronger, more sustainable communities. We don't just talk about progress and innovation here – we make it happen, with our customers, where we work and live. Together, we are building a better world, so we can all enjoy living in it.

Your Work Shapes the World at Caterpillar Inc.

Our common values and focus on inclusion and respect drive the decisions made by our company, teams and people. This is why we are committed to hiring and building diverse teams representative of the customers we serve globally. When you join our team, you can apply your unique life and job experiences and work in an environment where your ideas are heard, your contributions are celebrated, and your whole-self matters.

When you join Caterpillar, you're joining a global team who cares not just about the work we do – but also about each other. We are the makers, problem solvers and future world builders who are creating stronger, more sustainable communities. We don't just talk about progress and innovation here – we make it happen, with our customers, where we work and live. Together, we are building a better world, so we can all enjoy living in it.

About Cat Financial

Cat Financial is a subsidiary of Caterpillar Inc., the world’s leading manufacturer of construction and mining equipment, off-highway diesel and natural gas engines, industrial gas turbines and diesel-electric locomotives. For more than 40 years, Cat Financial has provided a wide range of financing solutions to customers and Cat® dealers for machines, engines, Solar® gas turbines, genuine Cat parts and services. Headquartered in Nashville, Tennessee, Cat Financial serves customers globally with offices and subsidiaries located throughout North and South America, Asia, Australia, Europe and Africa. Visit cat.com to learn more about Cat Financial.

Please note that this Senior Sales Support Representative role has some additional responsibilities that differ from the standard Senior position. The below focus will be considered for candidates in this role:

• Data-Driven and Analytical Mindset: Demonstrated ability to work with data to uncover insights, identify emerging trends, detect gaps, and determine materiality/impact in performance and processes. Candidates should be comfortable navigating complex datasets, recognizing patterns, and applying critical thinking to proactively address business challenges and inform strategic decision-making.
• Technical Aptitude: Aptitudes for analysis and reporting tools such as Power BI, Power Automate, Excel, and Salesforce reporting and dashboards. There are technical skills used in the creation and maintenance of data analysis.  While prior experience is not required, it could differentiate strong candidates.
• Strong Business Acumen and Problem Solving: Demonstrated ability to identify business challenges, interpret data to uncover root causes, and drive to resolution within short deadlines

PRINCIPAL DUTIES AND RESPONSIBILITIES:   

Provides finance quotations to Cat Dealers, customers and internal staff.  These quotations may include various suggested alternatives or scenarios. Provide valuable subject matter expertise on financial products to Cat Dealers, customers and internal staff including, financial merchandising programs and benefits of working with Caterpillar Financial. May work with Dealers and internal staff to develop and coordinate merchandising focus programs and assist in sales promotions. Understands and can efficiently utilize local office systems. May generate and send document packages to Dealers, customers and internal staff. Utilizes knowledge of financial transactions, state, federal, personal and property taxes and UCC regulations, if applicable, to prepare the correct documents. Prepares transactions for documentation outside of booking system and provides casualty values and amortization schedules. May gather and analyze Corporate Account customer information and documents to ensure correct document preparation such as constitution, board resolutions and searches. Final prices transactions before funding, including verifying the correct pricing, merchandising programs and amending quotes as needed before funding. Assists in investigating and resolving outstanding customer or merchandising claims (grief) for customers and assigned dealers. Assists in the development, maintenance and execution of Caterpillar driven merchandising programs and may assist with training dealers and internal