Portfolio Manager - Datacenter Key Accounts

Caterpillar Inc.; Alpharetta (GA); On-site; USD 110,000 - 190,000; Full time

Job summary

Caterpillar Inc. in Alpharetta, GA seeks a Global Portfolio Manager within the Electric Power Division to foster relationships with key global accounts, including leaders in the data center and technology sectors.

You will develop fulfillment strategies for datacenter projects and align with Caterpillar’s sustainable solutions. You will lead cross-functional teams, drive demand planning and contract management strategies, and collaborate with internal and external stakeholders to optimize supply

Qualifications

• Customer-focused and able to translate needs into solutions.

Responsibilities

• Develop and maintain relationships with internal stakeholders, dealers and customers to enable sales & project objectives.
• Translate forecasts into demand/supply plans with factories and dealers.
• Derive accurate demand signals, RFPs and long-term forecasts across key accounts.
• Plan and manage project milestones, risks, and contracts with stakeholders.
• Govern product pipelines with factories, dealers and customers to assure supply and reduce risk.
• Define KPIs to measure project execution and customer satisfaction.

Skills

Customer focus

Relationship building

Forecasting

Project management

Data analysis

Communication

Tools

Forecasting tools

Contract management software

Data analytics tools

Job description

Career Area:

Sales

Job Description:

Your Work Shapes the World at Caterpillar Inc.

When you join Caterpillar, you’rejoining 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’tjust 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 EPD:

Caterpillar's Electric Power Division (EPD) offers integrated solutions, parts, and services to meet the needs of our various commercial and industrial electric power customers. EPD supports a wide range of customer applications across the globe, including providing back‑up power to hospitals, providing emergency power when natural disasters strike, and supporting critical infrastructure for data centers, municipalities, and more. With a rich history of more than 95 years in the electric power business, our team has world‑class expertise and a proven ability to adapt to changing demands. We’re committed to providing sustainable and reliable solutions to our customers. Join our team to help build a better, more sustainable world for future generations!

Job Summary:

The Portfolio Manager role within Caterpillar's Electric Power Division (EPD) is a dynamic and strategic position focused on fostering relationships with key global accounts, including leaders in the data center and technology sectors. The Global Portfolio Manager will play a critical role in the development and deployment of effective fulfillment strategies for customer datacenter projects and alignment with Caterpillar’s commitment to delivering sustainable and reliable solutions.

What you will do:

• Develop and maintain effective relationships with internal stakeholders, dealers and customers to enable key accounts sales & project execution objectives to be achieved.
• Develop and deploy customer forecast translation methods and demand/supply assessments strategies with Caterpillar factories and with dealers.
• Develop and deploy effective methods to derive accurate demand signals, request for product (RFP), and long-term forecasts (LTF) across key accounts.
• Develop and deploy project execution planning, risk management, and contract management strategies with internal and external stakeholders.
• Develop and deploy product pipeline strategies and governance with Caterpillar factories, dealers and customers to achieve assurance of supply for customers and dealers while reducing risks to Caterpillar.
• Develop and deploy project milestone tracking and key performance indicators that can be utilized across key accounts to measure project execution success and customer satisfaction.
• Leverage technology: lead efforts to leverage Caterpillar resources and tools to increase process efficiency and data automation. Serve as liaison with Strategy/Business Transformation team to identify and execute business process automation opportunities.
• Communication and Collaboration: act as a consultant to internal teams, dealers and customers regarding contract management, project execution planning, risk mitigation, and performance metrics.
• Collaborate with internal and external stakeholders across global accounts to identify areas for process improvement, focusing on delivering critical customer outcomes.
• Identify, prioritize, document, and refine standard operating procedures (SOPs) to ensure consistency and efficiency in the different processes.

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.
• Level Extensive Experience:
• Facilitates creation of the ‘right’ products and services to resolve customer business issues.
• Fosters strong customer relationships via delivery on commitments, open communication, and on‑going feedback/improvement.
• Advises others on creating customer focused environments in various scenarios.
• Anticipates customer needs, focusing efforts to proactively meet needs and exceed customer expectations.
• Measures and observes customer satisfaction levels to ascertain and implement service improvement alternatives.
• Communicates and models the criticality of customer focus as an organizational strategy.

• Industry Knowledge: Knowledge of the organization’s industry group, trends, directions, major issues, regulatory considerations, and trendsetters; ability to apply industry knowledge appropriately to diverse situations.
• Level Working Knowledge:
• Discusses industry‑specific flagship products and services.
• Demonstrates current knowledge of the regulatory environment for industry segment.
• Describes the contribution of own function as it relates to the industry segment.
• Participates in major industry professional associations; subscribes to industry‑specific publications.
• Currently works with a major industry segment and associated functions and features.

• 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 Extensive Experience:
• Differentiates assumptions, perspectives, and historical frameworks.
• Evaluates past decisions for insights to improve decision‑making process.
• Assesses and validates decision options and points and predicts their potential impact.Advises others in analyzing and synthesizing relevant data and assessing alternatives.
• Uses effective decision‑making approaches such as consultative, command, or consensus.
• Ensures that assumptions and received wisdom are objectively analyzed in decisions.

• Effective Communications: Excellent written and verbal communication skills for conveying complex technical information to diverse audiences.