Fleet Optimization Advisor

Description

Who We Are:

From Georgia. For Georgia. Since 1914 Yancey Bros. Co. has proudly served as the authorized Caterpillar equipment dealer for Georgia, providing our customers with the highest quality sales, parts and service. From Caterpillar heavy and compact construction equipment to on-highway trucks, we remain committed to learning more about our customers, offering equipment and support to keep up with their changing needs.

This all starts with our greatest asset…our employees.

The Fleet Optimization Advisor will be seen as the subject expert for Caterpillar's digital suite and will act as the company in contact for analysis, application questions, training, data utilization, and best practices. This role represents the highest tier of digital consulting—an elite team entrusted with solving the most complex customer challenges, driving enterprise adoption, and setting the standard for excellence in digital solutions.

• Serve as a strategic digital advisor to key enterprise customers, driving executive-level conversations that align Caterpillar digital solutions with customer business objectives and operational outcomes.
• Proactively assess fleet performance, system health, and connectivity to identify risks, uncover opportunities, and deliver continuous improvement recommendations.
• Lead comprehensive fleet connectivity audits and translate insights into actionable strategies that improve utilization, uptime, and cost efficiency.
• Act as the highest level of technical and functional escalation resource, resolving complex application, integration, and data challenges with a focus on root cause elimination and long-term stability.
• Collaborate directly with Caterpillar and internal stakeholders to influence product enhancements, integrations, and roadmap alignment based on real-world customer needs.
• Champion digital adoption by designing and executing tailored enablement strategies for customers, sales teams, and field technicians—ensuring measurable value realization.

Own and lead customer-facing digital transformation initiatives, driving adoption of

Caterpillar applications through structured workflows, governance, and change management practices.

• Own and lead customer-facing digital transformation initiatives, driving adoption of

  Caterpillar applications through structured workflows, governance, and change management practices.
• Operate with a high degree of autonomy to prioritize, manage, and resolve critical issues across multiple systems, ensuring exceptional responsiveness and accountability.
• Oversee and continuously improve ticketing and support workflows, ensuring service excellence, rapid resolution, and a premium customer experience.
• Partner in the validation, testing, and deployment of new technologies, releases, and system enhancements to ensure seamless integration into customer environments.
• Design and deliver advanced reporting, analytics, and insights that enable data-driven decision-making at both operational and executive levels.

• Serve as a subject matter expert and trusted resource for all Caterpillar digital applications, confidently addressing complex technical and functional inquiries.
• Collaborate cross-functionally with sales, operations, and support teams to deliver seamless customer experiences, including pricing, order lifecycle, and issue resolution support.
• Lead integration efforts with third‑party platforms, including API strategy, data mapping, and validation to ensure scalable, high‑quality data exchange.
• Provide governance and oversight for critical administrative systems, including Dealer Services Portal and Customer Administration tools, ensuring accuracy, compliance, and efficiency.
• Manage and resolve high‑impact asset exceptions (e.g., stolen, missing, or damaged equipment) with urgency, professionalism, and attention to detail.
• Ensure accuracy and integrity of subscription billing through detailed reconciliation and proactive issue resolution.
• Model and uphold the highest standards of safety, professionalism, and operational excellence in all activities.
• Take ownership of additional strategic…