Sales Onboarding & Enablement Specialist

Carolina Cat; Charlotte (NC); On-site; USD 45,000 - 65,000; Full time

Job summary

Carolina Cat in Charlotte, NC is seeking a Sales Operations Onboarding Coordinator to support customer onboarding and post-sale system enrollments for new machine sales.

You will coordinate registrations, digital authorizations, CVAs, and access to Caterpillar and dealer apps, working with Sales, Service, IT, and Customer Marketing. A strong data mindset, attention to detail, and ability to collaborate across teams are essential.

Qualifications

• High school diploma or GED required.
• 1–3 years of customer support, sales support, training, administrative, or related experience preferred.
• Experience supporting sales, equipment onboarding, or operational processes is a plus.

Responsibilities

• Maintain machine-delivery and customer information within the Customer Onboarding Tracker.
• Confirm customers have a Caterpillar Customer ID (CCID) and establish new CCIDs as needed to support the customer onboarding process.
• Ensure required customer and machine information is accurately maintained, including customer name, DCN, CCID, serial number, and machine shipping date.
• Verify completion of required digital authorizations and coordinate with the appropriate team when additional action is needed.
• Monitor onboarding activity to ensure established requirements and targets are completed within expected timeframes and communicate needs to sales representatives for action.
• Generate and manage customer lists from multiple data sources to validate onboarding activity against Caterpillar metrics.
• Monitor and update customer information in CRM systems to maintain accurate customer data.
• Oversee onboarding activities associated with customer registration for CWS.
• Manage customer requests for access to dealer and Caterpillar digital applications.
• Assist customers or sales representatives with issues involving dealer or Caterpillar digital applications and coordinate support requests with Cat Digital when necessary.
• Educate and support the sales team on customer registration through the Caterpillar Customer Admin Tool and invite process.
• Track and report customer onboarding activity to ensure Carolina Cat is successfully hitting their KPI targets.

Skills

Organizational skills

Attention to detail

Communication

Cross-functional teamwork

Analytical skills

Customer-focused

Education

High school diploma or GED

Tools

Microsoft Excel

Dealer Business System (DBS)

Caterpillar digital enrollment systems

CRM applications

Job description

Carolina Cat in Charlotte, NC is seeking a Sales Operations Onboarding Coordinator to support customer onboarding and post-sale system enrollments for new machine sales.

You will coordinate registrations, digital authorizations, CVAs, and access to Caterpillar and dealer apps, working with Sales, Service, IT, and Customer Marketing. A strong data mindset, attention to detail, and ability to collaborate across teams are essential.