Senior Customer Success & CRM Specialist

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

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.