Principal Digital Product Manager; D365 Sales & Marketing

Career Area:

Technology, Digital and Data

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.

Cat Digital is the digital and technology arm of Caterpillar Inc., leveraging the latest technologies to build industry leading digital solutions for our customers and dealers. With over 1.5 million connected assets worldwide, our teams use data, technology, advanced analytics, telematics and AI capabilities to help our customers build a better, more sustainable world.

Job Summary:
Caterpillar is seeking a well-qualified D365 Sales and Marketing (Customer Engagement or CE) Product Manager, Digital Product, who will be responsible for supporting the sales, customer engagement, and relationship management functional needs of the Caterpillar Enterprise CE Platform for our Caterpillar Dealers. The Caterpillar CE product will be built using Microsoft Dynamics 365 Sales (CE) and aims to optimize dealer operations by strengthening customer engagement, sales pipeline management, and relationship-driven processes. The platform will align with business objectives, customer engagement strategies, and tools to improve customer insights.

The Caterpillar Sales and Marketing template seeks to transform our dealer operations by equipping our Dealers with a modern CRM solution that drives sales effectiveness, enhances customer experience, and enables more data-driven decision-making.

What You Will Do:

The D365 Sales and Marketing Product Manager will partner with stakeholders to gather and define requirements that align with sales, marketing, and customer engagement objectives. The product manager coordinates with product development engineers to track and communicate design, development, support, and maintenance activities. Additionally, the role will drive continuous improvement to enhance sales performance, process efficiency, customer satisfaction, and reporting accuracy.

Key responsibilities include:

Product Vision & Strategy: 

• Define and communicate the product vision, roadmap, and release plans for D365 Sales and Marketing aligned with business goals and customer engagement priorities.

CRM System Ownership:

• Own, prioritize, and manage the D365 Sales and Marketing product backlog with a focus on sales and customer engagement-driven enhancements. Stay current with Microsoft D365 CE updates and recommend features that enhance customer experience and dealer sales operations.

Requirements Definition:

• Collaborate with Caterpillar, Caterpillar Dealers, and business stakeholders to elicit, analyze, and document complex business requirements, translating them into actionable specifications

• Partner with Microsoft and our Systems Implementation Partner to translate requirements into user stories and acceptance criteria tailored for our industry.

• Act as the voice of the Dealer throughout the development process, ensuring the requirements from our stakeholders and end-users are incorporated into the application solution.

• Ensure all aspects of Dealers customer relationship and sales management processes are covered by the capabilities within the Cat Dealer CE product.

• Coordinate with other Product Managers for cross-functional requirements and roadmap planning to deliver Dealer Business Processes.

Delivery and Execution:

• Oversee the CRM implementation to ensure it meets specifications and Caterpillar quality, security and usability standards.

• Participate in acceptance testing and training of the ERP with stakeholders throughout product lifecycle.

• Certify the CRM product (and capabilities) meets acceptance criteria, while prioritizing / remediating any issues through release cycles.

• Demonstrate and create demo materials showcasing the CAT CE template functionality.

Release Management:

• Coordinate and validate business requirements to support timely and high-quality software releases.

• Facilitate sprint planning, backlog refinement, and stakeholder communication to ensure business value delivery.

• Partner with cross-functional teams to manage release dependencies, clarify requirements, and maintain alignment througho