Career Area:

Job Description:

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.

• Level Extensive Experience:
• Skilled in bridging communication gaps between internal teams, dealers and customers.
• Adept at crafting persuasive narratives to align stakeholders on project goals and strategies.
• Ability to handle customer escalations with urgency and poise.

• 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.

• Level Extensive Experience:
• Ensures negotiators have awareness of complementary yet diverse interests.
• Successfully completes significant negotiations, both internal and external.
• Details the risks of negotiation breakdown from each party's perspective.
• Protects own position, while demonstrating willingness to achieve win-win.
• Identifies similarities and differences in position and assesses impact on discussions.
• Detects and addresses lack of progress or a stalemate.

• Relationship Management: Knowledge of relationship management techniques; ability to establish and maintain healthy working relationships with clients, vendors, and peers.

• Level Extensive Experience:
• Ability to build and maintain strong relationships with key stakeholders, including global customers, Caterpillar factories and dealers.
• Skilled in navigating complex, cross-functional teams to achieve alignment and foster collaboration.

Top Candidates Will Also Have:

• Requires a college degree or equivalent experience with >10 years of specific industry experience in order to gain recognition as an Industry, Divisional and Corporate expert.
• Have broad business background, specific long-term industry knowledge and excellent communication skills.
• Must be able to deal with sensitive issues, mentor and coach, and/or persuade others on new methods of equipment application, new technology and distribution methods.
• The incumbent will either have had previous project or account management experience and/or commercial/operational experience within the company and/or was a fully contributing member on significant projects and/or teams.

Additional Information:

• This position is located in Irving, TX; Alpharetta, GA; Griffin, GA; or Lafayette, IN.
• Domestic travel up to 30% and minimal international travel is required.
• Domestic relocation assistance is offered for this position.
• Visa sponsorship is not offered for this position.
• This position requires the candidate to work a 5-day-a-week schedule in the office.

Final Details:

This employer is not currently hiring foreign national applicants that require or will require sponsorship tied to a specific employer, such as H, L, TN, F, J, E, O. As a global company, Caterpillar offers many job opportunities outside of the U.S. which can be found through our employment website at www.Caterpillar.com/Careers

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Summary Pay Range:

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 list of 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

Posting Dates:

Any offer of employment is conditioned upon the successful completion of a drug screen.