Global Business Development Lead - Dynamics 365

Caterpillar Financial Services Corporation; Chicago (IL); On-site; USD 148,000 - 222,000; Full time

Benefits offered by this job

Medical benefits

401(k) savings plans

Paid time off

Tuition Reimbursement

Job summary

Caterpillar Financial Services Corporation is seeking a Manager, Business Development to lead global efforts for Cat Converge Suite, focusing on dealer engagement and early-stage solutioning. You will guide demonstrations, quantify business value, and drive dealer adoption with cross-functional collaboration.

You will manage a team to identify dealer needs, align product capabilities, and work with Engineering, Product, and Deployment teams to secure commitments and deployments.

Qualifications

• Bachelor’s degree in Business, Information Systems, Engineering, or related field.
• 7+ years of experience in business development, sales, or pre-sales within enterprise software or technology environments.
• Demonstrated experience building and managing sales pipeline in complex enterprise environments.
• Lead business discovery workshops with dealer stakeholders
• Experience working with cross-functional teams in a global, matrixed organization.
• Experience with Microsoft Dynamics 365 (Customer Engagement and/or Finance & Operations).
• Strong understanding of ERP, CRM, and digital transformation platforms.
• Experience in dealer, distribution, manufacturing, or industrial sectors.
• Proven ability to translate technical solutions into business value.
• Experience working across global markets and diverse stakeholder groups.
• Working knowledge of Dynamics 365 Customer Engagement (Sales, Customer Service, and Field Service)
• Ability to demonstrate end-to-end business processes within D365
• Understanding of ERP architecture, master data, workflows, security roles, and integrations
• Identify solution fit, process gaps, risks, and integration requirements
• Develop high-level solution recommendations aligned to dealer business objectives
• Translate dealer requirements into actionable discussions with Product, Engineering, and Deployment teams
• Support business case development and value realization planning
• Working knowledge of: Power Apps, Power Automate, Dataverse
• Should understand: API-based integrations, Azure Integration Services concepts, Data migration considerations, Identity and security concepts, Dealer ecosystem integrations (CRM, service systems, rental systems, finance systems, CPQ, eCommerce, etc.)

Responsibilities

• Identifying and analyzing dealer organization's strengths and weaknesses and responding to opportunities to align product capabilities to dealer value.
• Develop and nurture a strong pipeline with ongoing, day to day management of data accuracy
• Developing and managing a business development program in alignment with long and short-term strategies;
• Oversee development and delivery of tailored product demonstrations that align to dealer business needs and scenarios.
• Drive high-quality product value presentations that clearly articulate business outcomes and return on investment.
• Coordinate and integrate subject matter experts (SMEs) across functional areas (Sales, Service, Supply Chain, Finance) into dealer engagements.
• Ensure structured and consistent approach to dealer workshops, meetings, and solutioning sessions.
• Partner with pipeline management and sales teams to align solutioning efforts with opportunity progression and deal strategy.

Skills

Customer focus

Data gathering & analysis

Decision making

Effective communications

Relationship management

Value selling

Education

Bachelor's degree in Business/IS/Engineering

Tools

Microsoft Dynamics 365

Power Apps

Power Automate

Dataverse

Azure Integration Services

Job description

Caterpillar Financial Services Corporation is seeking a Manager, Business Development to lead global efforts for Cat Converge Suite, focusing on dealer engagement and early-stage solutioning. You will guide demonstrations, quantify business value, and drive dealer adoption with cross-functional collaboration.

You will manage a team to identify dealer needs, align product capabilities, and work with Engineering, Product, and Deployment teams to secure commitments and deployments.