Career Area:
Sales
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.
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
Provides internal sales support with a primary focus on final pricing validation, quoting support, and documentation accuracy. This role partners closely with internal teams and dealer contacts to ensure transactions are accurate, compliant, and completed efficiently. It is designed as a feeder role into Sales Support, offering exposure to increasing complexity and growth opportunities.
Responsibilities
Validate final pricing transactions, quotes, and related documentation for internal departments and dealer partners.
Provide quoting and documentation backup support to Territory Managers (TMs) and dealer partners.
Perform standard corrections and updates to pricing, documentation, and transactions in line with established processes.
Maintain accurate and complete records across required systems and tools.
Monitor and manage incoming requests, prioritizing work effectively in a fast-paced environment.
Communicate clearly with internal stakeholders, MSRs, and dealer Finance Administrators regarding transaction status, corrections, or missing information.
Identify issues, apply judgment within defined guidelines, and escalate non-standard or higher-risk items appropriately.
Adhere to all documentation, compliance, and control requirements.
Skill Descriptors
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 Working Knowledge:
Communicates the importance of customer needs/expectations and commits to resolving them.
Researches and verifies customer needs and expectations.
Solicits customer satisfaction feedback and acts on improvement opportunities.
Helps link organizational objectives to customer needs and expectations.
Meets regularly with customers to understand their wants, needs and expectations.
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 Working Knowledge:
Applies an assigned technique for critical thinking in a decision-making process.
Identifies, obtains, and organizes relevant data and ideas.
Participates in documenting data, ideas, players, stakeholders, and processes.
Recognizes, clarifies, and prioritizes concerns.
Assists in assessing risks, benefits and consideration of alternatives.
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.
Level Working Knowledge:
Delivers helpful feedback that focuses on behaviors without offending the recipient.
Listens to feedback without defensiveness and uses it for own communication effectiveness.
Makes oral presentations and writes reports needed for own work.
Avoids technical jargon when inappropriate.
Looks for and considers non-verbal cues from individuals and groups.
Relationship Management: Knowledge of relationship management techniques; ability to establish and maintain healthy working relationships with clients, vendors, and peers.
Level Basic Understanding:
Provides examples of the characteristics of effective business relationships.
Identifies key business relationships in own organization.
Describes the nature of a productive business relationship.
Explains the benefits of building business partnerships.
Account Management: Knowledge of account management; ability to manage day-to-day activities, providing services and support to existing clients.
Level Basic Understanding:
Lists the major responsibilities of the account management function.
Identifies the responsibilities and roles of a customer account team.
Summarizes the concepts of account management.
Locates where and how to obtain information on a specific account.
Knowledge of Product Line: Knowledge of methodologies, tools and techniques for specific products; ability to develop product line processes and strategies.
Level Working Knowledge:
Participates in sales training and utilizes support tools and literature.
Summarizes key features and benefits of a specific product line.
Implements product extensions and linkages with other products and services.
Assesses features, facilities, pricing alternatives and distribution options.
Researches and documents types of support covered and not covered by a specific service agreement.
Value Selling: Knowledge of the principles and practices for selling products, technology and services; ability to provide overall product/service 'value' and to differentiate support offerings that address clearly understood customer needs.
Level Basic Understanding:
Presents product, technology or service costs and benefits in reaction to prospect or customer requests.
Describes general concepts, practices and benefits of value-based versus product selling.
Documents proposed product/service solutions to be presented to potential customers.
Pursues additional 'value selling' education or training to enhance traditional sales practices.
Additional Notes
This position requires incumbents to be onsite in the Burlington office 5 days per week
This position requires working hours of 10:00am to 6:30pm
Disclaimer: Artificial Intelligence (AI) is implemented within Caterpillar’s job posting database and may be used as a screening and assessment tool during the recruiting process.
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.) *
Savings plans*
Health Savings Account (HSA)*
Employee Assistance Program*
Voluntary Benefits and Employee Discounts*
Career Development*
Incentive bonus*
Disability benefits
Life Insurance
Parental leave
In accordance with the Accessibility for Ontarians with Disabilities Act (AODA), reasonable accommodations are available throughout the recruitment, selection, and assessment process for applicants with disabilities
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.
Summary Pay Range:
$64,654.00-$84,050.00 CAD
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.
Additional Information:
- We are hiring to fill an existing position.- This position requires working onsite five days a week.- Visa Sponsorship is not available for this position.
Posting Dates:
April 21, 2026 - April 28, 2026
Caterpillar is an Equal Opportunity Employer. Qualified applicants of any age are encouraged to apply
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