Senior Account & CRM Specialist

Caterpillar; 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

Paid time off

Tuition reimbursement

Employee discounts

Job summary

Caterpillar Inc. (Cat Financial) in Nashville, TN, seeks a CRM-focused professional to manage customer relationships, maintain CRM data, and build strategic partnerships with key customers and influencers.

You will drive customer satisfaction, leverage data flows, and align processes with corporate goals. The role emphasizes strong communication, negotiation, and problem-solving skills, with hands-on experience in Power BI and Salesforce to design and optimize CRM programs across global customer

Qualifications

• 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.
• Negotiating: Knowledge of successful negotiation concepts and techniques; ability to negotiate successfully across the organization and with external vendors and clients in a constructive and collaborative manner.
• 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 CRM concepts and strategies; ability to evaluate CRM applications and improve CRM business processes.

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.

Skills

Industry Knowledge

Service Excellence

Effective Communications

Negotiating

Problem Solving

CRM Design & Implementation

CRM Knowledge

Tools

Power BI

Salesforce

Job description

Caterpillar Inc. (Cat Financial) in Nashville, TN, seeks a CRM-focused professional to manage customer relationships, maintain CRM data, and build strategic partnerships with key customers and influencers.

You will drive customer satisfaction, leverage data flows, and align processes with corporate goals. The role emphasizes strong communication, negotiation, and problem-solving skills, with hands-on experience in Power BI and Salesforce to design and optimize CRM programs across global customer