Senior Sales Support Representative (Team Lead)

Career Area:

Job Description:

Your Work Shapes the World at Caterpillar Inc.

When you join Caterpillar yourejoining 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 dontjust 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 companyteamsand people. This is why we are committed to hiring and building diverseteamrepresentativesof 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 yourwhole-selfmatters.

When you join Caterpillaryourejoining a global team who cares not just about the work we do but also about each other. We are the makers problemsolversand future world builders who are creating stronger more sustainable communities. Wedontjust 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 worlds leading manufacturer of construction and mining equipment off-highway diesel and natural gas engines industrial gasturbinesand diesel-electric locomotives. For more than 40 years Cat Financial hasprovideda wide range of financing solutions to customers and Cat dealers for machines engines Solar gas turbines genuine Catpartsand services. Headquartered in Nashville Tennessee Cat Financial serves customers globally with offices and subsidiarieslocatedthroughout North and South America Asia AustraliaEuropeand Africa. Visit to learn more about Cat Financial.

Role Definition

Supports achievement of business objectives by providing seniorlevel Sales Support leadership and coverage while leading the Documentation function. This role is responsible for supporting deal flow and customer and dealer interactions while also ensuring complete accurate timely and consistent document generation and reporting. The position serves as a team lead for Sales Support and Documentation acting as an escalation point process owner and operational leader.

Primary Responsibilities

• Support deal structuring pricing and issue resolution in partnership with Sales dealers Product Marketing and Credit.
• Maintain accurate compliant rate sheets pricing references and documentation processes; recommend enhancements for efficiency.
• Lead Financial Analyst and dealer training providing ongoing expert Sales Support and documentation guidance.
• Serve as the escalation point for complex customer dealer and documentation issues; review and approve exceptions.
• Direct daily workflow priorities and team activities across Sales Support and Documentation; ensure consistency with standard work.
• Produce and analyze operational reporting to monitor volume identify risks and drive process improvements.
• Partner with Business Technology on system issues testing enhancements and ticket resolution to ensure business continuity.

Skill Descriptors

Customer Focus

Level: Extensive Experience

• Champions a customer and dealerfocused approach in all Sales Support and documentation activities
• Balances customer experience with accuracy compliance and business risk
• Anticipates customer and dealer needs and proactively addresses issues before escalation
• Partners with Sales and dealers to resolve complex concerns and negotiations
• Ensures consistent valueadded service across Sales Support interactions

Sales Support Enablement & Marketing Support

Level: Working Experience

• Develops maintains and communicates Sales Support rate sheets and pricing reference materials
• Ensures pricing materials are accurate current and aligned with approved programs and business rules
• Partners with Marketing Product and Sales to support pricing and program communication
• Supports Sales teams with clear usable tools that enable effective deal execution

Training & Knowledge Sharing

Level: Extensive Experience

• Leads and coordinates dealer Financial Analyst (FA) training on behalf of Sales Support
• Delivers training content clearly and effectively to internal and external audiences
• Acts as a subject matter expert for Sales Support pricing and documentation processes
• Provides ongoing guidance and support to reinforce learning and consistency

Accuracy and Attention to Detail

Level: Extensive Experience

• Processes large volumes of detailed Sales Support and documentation work with high accuracy
• Productively balances speed and precision in highvolume deadlinedriven environments
• Implements crosschecking and quality control mechanisms to reduce errors and risk
• Evaluates and contributes to best practices in documentation and contract administration

Decision Making and Critical Thinking

Level: Working Knowledge

• Applies structured decisionmaking techniques to Sales Support documentation and pricing issues
• Identifies analyzes and prioritizes risks concerns and exceptions
• Assesses alternatives and recommends solutions that support business objectives
• Uses operational data and reporting to inform decisions

Managing Multiple Priorities

Level: Extensive Experience

• Manages concurrent Sales Support documentation training and enablement priorities
• Adjusts focus quickly in response to changing volume urgency and business needs
• Reprioritizes work to maintain service levels during peak volume periods
• Maintains progress across regular and adhoc responsibilities

Team Leadership

Level: Working Knowledge

• Leads daytoday workflow priorities and workload distribution for Sales Support and Documentation employees
• Provides coaching guidance and feedback to support performance and development
• Ensures alignment consistency and adherence to standard work across the team
• Influences outcomes and accountability without reliance on formal authority

Technology & Systems Collaboration

Level: Working Knowledge

• Acts as primary liaison with Business Technology (BT) for Sales Support and documentation systems
• Submits tracks and prioritizes BT tickets to resolution
• Partners with BT on testing enhancements and defect resolution
• Supports business continuity through effective system issue management

Operational Reporting

Level: Working Knowledge

• Produces and analyzes operational and volume reporting for Sales Support and documentation activities
• Identifies trends errors and turnaround opportunities
• Communicates insights to support operational improvements and decisionmaking

Compliance & Risk Management

Level: Working Knowledge

• Ensures compliance with organizational policies governmental regulations and SOX controls
• Maintains accurate records to support audit and regulatory requirements
• Identifies compliance risks and partners with stakeholders to resolve issues

Additional Notes:

• Disclaimer: Artificial Intelligence (AI) is implemented within Caterpillars job posting database and may be used as a screening and assessment tool during the recruiting process.
• Salary Range: $93681 CAD - $121786 CAD.
• This position follows a 5-day in office model at our Burlington office location.
• Work hours of 10:00am 6:30pm to align with Western Canada time zones.
• This posting is to fill a new position.

Compensation and benefits offered may vary depending on multiple individualized factors job level market locationjob-related knowledge skills individualperformanceand experience. Please note that salary is only onecomponentof total compensation at Caterpillar.

Benefits:

Subject to plan eligibility terms and guidelines. This is asummaryofthe benefits.

• Medical dental and vision benefits*
• Paid time off plan (Vacation Holidays Volunteer etc.) *
• Savings plans*
• Health Savings Account (HSA)*
• Employee Assistance Program*
• Voluntary Benefits and Employee Discounts*
• Career Development*
• Incentive bonus*
• Disability benefits
• Life Insurance
• Parental leave

This Job Description is intended as a general guide to the job duties for this position and is intended for the purpose ofestablishingthe specific salarygrade. It is not designed tocontainor be interpreted as an exhaustive summary of all responsibilitiesdutiesand effortrequiredofemployees 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.

Summary Pay Range:

Compensation and benefits offered may vary depending on multiple individualized factors job level market locationjob-related knowledge skills individual performance and experience. Please note that salary is only one component of total compensation at Caterpillar.

Additional Information:

Posting Dates:

Caterpillar is an Equal Opportunity Employer. Qualified applicants of any age are encouraged to apply

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