Manager Business Development - 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

Career Area:

Sales

Job Description:

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.

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:

The Manager, Business Development is responsible for leading global business development efforts for Cat Converge Suite, a Caterpillar Dealer ERP with a primary focus on dealer engagement, early-stage solutioning, showcasing product offerings and capabilities to drive dealer adoption.

This role leads a team of business development professionals responsible for identifying dealer needs, designing solutions, partnering across engineering, product teams, and Microsoft to gain dealer commitment to purchase and deploy.

The position plays a critical leadership role in accelerating dealer adoption by driving a proactive, value-led engagement model and establishing scalable, repeatable approaches to dealer interaction.

What You Will Do:

• 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.

What You Will Have:

• Customer Focus: Knowledge of the values and practices that align customer needs and satisfaction as primary considerations in all business decisions and ability to leverage that information in creating customized customer solutions.
• Data Gathering & Analysis: Knowledge of data gathering and analysis tools, techniques, and processes; ability to collect and synthesize data from a variety of stakeholders and sources in an objective manner to reach a conclusion, goal, or judgment.
• 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.
• Effective Communications: Understanding of effective communication concepts, tools and techniques; ability to effectively transmit, receive, and accurately interpret ideas, information, and needs through the application of appropriate communication behaviors.
• Relationship Management: Knowledge of relationship management techniques; ability to establish and maintain healthy working relationships with clients, vendors, and peers.
• Value Selling: Knowledge of the principles and practices for selling products, technology and services; ability to provide overall product/service 'value' and to differentiate support offerings that address clearly understood customer needs.

Considerations For Top Candidates:

• 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.)

Summary Pay Range:

$147,760.00 - $221,640.00

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

Visa Sponsorship is not available for this position.

Posting Dates:

September 2, 2026 - September 20, 2026

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.

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