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Career Area:

Finance

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.

Role Definition

Manages designated support activities and initiatives for internal and/or external customers.

Responsibilities

• Assisting in evaluating current standard operating procedures and developing strategic customer and technical support initiatives.

• Partnering with other internal and external teams to ensure proper utilization of resources and achievement of service levels and financial objectives.

• Performing real-time management of operations metrics. Coaching customer support team to achieve performance goals and objectives.

• Coordinates team resource allocation for workload balancing.

Degree Requirement

Degree or equivalent experience desired

Skill Descriptors

Process Management: Knowledge of business process improvement tools and techniques; ability to understand, monitor, update, control, or enhance existing business or work processes.

Level Working Knowledge:

• Employs process flows, cycle time, process time and waste concepts as appropriate.

• Walks through steps, decisions, measurements, dependencies and hand-offs for a specific process.

• Creates process flow or work flow diagrams.

• Documents types of process decisions and potential impact of each decision.

• Identifies and monitors common process bottlenecks.

Service Excellence: Knowledge of customer service concepts and techniques; ability to meet or exceed customer needs and expectations and provide excellent service in a direct or indirect manner.

Level Working Knowledge:

• Provides a quality of service that customers describe as excellent.

• Resolves common customer problems.

• Responds to unexpected customer requests with a sense of urgency and positive action.

• Provides direct service to internal or external customers.

• Documents customer complaints in a timely manner.

Coaching Others: Knowledge of coaching and mentoring concepts and methods; ability to encourage, motivate, and guide individuals in learning and improving effectiveness.

Level Working Knowledge:

• Determines how coaching can be applied to a situation.

• Coaches others to improve their skills.

• Observes skill practice; offers constructive feedback.

• Offers suggestions for performance or process improvement in own unit.

• Creates skill-practice opportunities for subject of coaching.

Decision Making and Critical Thinking: Knowledge of the decision-making process and associated tools and techniques; ability to accurately analyze situations and reach productive decisions based on informed judgment.

Level Working Knowledge:

• Applies an assigned technique for critical thinking in a decision-making process.

• Identifies, obtains, and organizes relevant data and ideas.

• Participates in documenting data, ideas, players, stakeholders, and processes.

• Recognizes, clarifies, and prioritizes concerns.

• Assists in assessing risks, benefits and consideration of alternatives.

Problem Solving: Knowledge of approaches, tools, techniques for recognizing, anticipating, and resolving organizational, operational or process problems; ability to apply knowledge of problem solving appropriately to diverse situations.

Level Working Knowledge:

• Identifies and documents specific problems and resolution alternatives.

• Examines a specific problem and understands the perspective of each involved stakeholder.

• Develops alternative techniques for assessing accuracy and relevance of information.

• Helps to analyze risks and benefits of alternative approaches and obtain decision on resolution.

• Uses fact-finding techniques and diagnostic tools to identify problems.

Relationship Management: Knowledge of relationship management techniques; ability to establish and maintain healthy working relationships with clients, vendors, and peers.

Level Working Knowledge:

• Provides prompt and effective responses to client requests and interactions.

• Monitors client satisfaction levels on a regular basis.

• Alerts own team to problems in client satisfaction.

• Differentiates the roles and responsibilities in a business relationship.

• Works with clients to address critical issues and resolve major problems.

Team Management: Knowledge of effective team building techniques; ability to form and manage effective teams.

Level Working Knowledge:

• Facilitates discussion of team goals, roles, needs, and responsibilities.

• Participates in defining the ground rules for individual and team responsibilities.

• Manages a team to the successful completion of a project or task.

• Recognizes the contribution of each and every team member publicly.

• Leads team meetings to review progress and performance, ensuring follow-up on previous decisions.

This Job Description is intended as a general guide to the job duties for this position and is intended for the purpose of establishing the specific salary grade. It is not designed to contain or be interpreted as an exhaustive summary of all responsibilities, duties and effort required of employees assigned to this job. At the discretion of management, this description may be changed at any time to address the evolving needs of the organization. It is expressly not intended to be a comprehensive list of “essential job functions” as that term is defined by the Americans with Disabilities Act.

Summary Pay Range:

$92,880.00 - $160,788.00

Compensation and benefits offered may vary depending on multiple individualized factors, job level, market location, job-related knowledge, skills, individual performance and experience. Please note that salary is only one component of total compensation at Caterpillar.

Benefits:

Subject to plan eligibility, terms, and guidelines. This is a summary list of benefits.

+ Medical, dental, and vision benefits*

+ Paid time off plan (Vacation, Holidays, Volunteer, etc.)*

+ 401(k) savings plans*

+ Health Savings Account (HSA)*

+ Flexible Spending Accounts (FSAs)*

+ Health Lifestyle Programs*

+ Employee Assistance Program*

+ Voluntary Benefits and Employee Discounts*

+ Career Development*

+ Incentive bonus*

+ Disability benefits

+ Life Insurance

+ Parental leave

+ Adoption benefits

+ Tuition Reimbursement

* These benefits also apply to part-time employees

This position requires working onsite five days a week.

Relocation is available for this position.

Visa Sponsorship is not available for this position. This employer is not currently hiring foreign national applicants that require or will require sponsorship tied to a specific employer, such as, H, L, TN, F, J, E, O. As a global company, Caterpillar offers many job opportunities outside of the U.S which can be found through our employment website at www.caterpillar.com/careers.

Posting Dates:

October 22, 2025 - October 29, 2025

Any offer of employment is conditioned upon the successful completion of a drug screen.

Caterpillar is an Equal Opportunity Employer, Including Veterans and Individuals with Disabilities. Qualified applicants of any age are encouraged to apply.

Not ready to apply? Join our Talent Community (http://flows.beamery.com/caterpillarinc/talcom) .