Senior Account Administrator

Caterpillar Financial Services Corporation; Nashville (TN); On-site; USD 74,000 - 119,000; Full time

Benefits offered by this job

Medical, dental, and vision benefits

401(k) savings plan

Health Savings Account (HSA)

Paid time off (PTO)

Career Development

Job summary

Caterpillar Financial Services Corporation is seeking a Relationship Manager to manage key customer relationships, drive CRM adoption, and align with corporate goals. The role requires building strong partnerships with senior leaders and influencing strategic decisions to improve satisfaction and retention.

The position is onsite in Nashville, with a focus on CRM strategy design, customer service excellence, and cross-functional collaboration within Cat Financial and Caterpillar Inc.

Qualifications

• Bachelor's degree and a minimum of 2 years exempt experience in property and casualty insurance or risk mitigation (Insurance track).
• If assigned to Insurance, must be licensed as a Property & Casualty insurance agent in Tennessee within 1 year.

Responsibilities

• Maintains up-to-date CRM information in the customer database.
• Develops business relationships with key customers, influencers, dealers and senior leaders; acts as an expert resource.

Skills

CRM knowledge

Customer service

Effective communications

Problem solving

Industry knowledge

Education

Bachelor's degree + 2 yrs exempt experience in P&C or risk mitigation / Insurance track

Job description

Career Area:

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 team representatives 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 relationships, satisfaction scores, grows and maintains the business processes and workflows with a key group of customers or business partners.

Responsibilities

• Ensuring up-to-date CRM information is maintained in customer database.
• Identifying and developing business relationships with key customers, key influencers, dealers and senior leaders, and establishing self as an expert resource.
• Management of customer satisfaction target and corporate goals and metrics.
• Understanding of information systems processes and data flows.

EDUCATION/EXPERIENCE:

A 4-year college or university degree and a minimum of 2 years exempt experience in property and casualty insurance or risk mitigation is recommended if the job role is assigned to Insurance; or a minimum of 2 years exempt experience in the administration of program enrollments, creation and communication of program processes and implementation of process improvements is recommended if the job role is assigned to Aftermarket Solutions. If assigned to Insurance, must be licensed as a Property & Casualty insurance agent in the State of Tennessee within 1 year of job placement. Previous work experience must be progressively increasing in responsibility and accountability and demonstrate an ability to gain in knowledge, skills and responsibility such that a level of full competency can be reached. Equivalent experience may be substituted for education.

Skill Descriptors

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.

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.

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.

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.

CRM Strategy Design and Implementation: Knowledge of Customer Relationship Management (CRM); ability to design and run CRM applications to acquire, grow and retain profitable customer relationships.

Customer Relationship Management (CRM): Knowledge of Customer Relationship Management (CRM) concepts and strategies; ability to evaluate CRM applications and improve CRM business processes.

Additional Information:

This position requires incumbents to be onsite in the Nashville main office 5 days per week.

Compensation & Benefits:

Summary Pay Range:

$74,124.00 - $118,608.00

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 of the 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 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.

This position requires working onsite five days a week.Visa Sponsorship is not available for this position.

Posting Dates:

October 2, 2026 - October 9, 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.