Senior Marketing & Sales Operations Consultant; Sales Funnel

Senior Marketing & Sales Operations Consultant (Sales Funnel)

Location:

Dallas, TX (United States); also Peoria, IL (United States). Required travel: up to 25% domestic. Relocation assistance offered.

• Lead initiatives to strengthen end‑to‑end sales funnel management across Caterpillar’s dealer network.
• Establish and improve processes for capturing, tracking, and governing dealer‑generated leads and sales opportunities.
• Partner with dealers to drive CRM adoption, funnel discipline, data quality, and opportunity management best practices.
• Facilitate governance reviews evaluating business opportunities across product lines, customer segments, and regions.
• Monitor dealer participation and performance in Prioritized Service Events (PSE) and Prime Product funnel initiatives.
• Collaborate with Construction Industries, Resource Industries, Power & Energy, and Cat Digital to improve sales funnel effectiveness and achieve business targets.
• Gather dealer and business requirements and translate them into recommendations for CRM enhancements, system integrations, and digital solutions.
• Support CRM and digital ecosystem initiatives by identifying opportunities to improve data flow, connectivity, user experience, and reporting capabilities.
• Analyze process and system performance to identify root causes, drive continuous improvement, and enhance customer and dealer experiences.
• Partner across Caterpillar divisions and dealer organizations to create seamless digital and physical customer experiences.
• Perform additional responsibilities as assigned.

• Customer Focus – ability to align customer needs and satisfaction in all business decisions.
• Effective Communications – ability to transmit, receive and interpret information and ideas accurately.
• Relationship Management – establish and maintain healthy working relationships with clients, vendors and peers.
• Problem Solving – knowledge of approaches and tools for recognizing, anticipating, and resolving organizational or process problems.
• Negotiating – successful negotiation concepts and techniques across the organization and with external vendors and clients.
• Decision Making & Critical Thinking – accurately analyze situations and reach productive decisions using informed judgment.

• Deep understanding of CRM platforms such as Salesforce, Microsoft Dynamics, or similar.
• Experience with sales funnel management, lifecycle processes, and opportunity governance.
• Knowledge of CRM workflows, customer data structures, and opportunity management frameworks.
• Understanding of CRM‑to‑ERP integrations, APIs, and connected business systems.
• Experience with data quality management, governance practices, and reporting dashboards.
• Strong business requirements gathering, process documentation, and stakeholder management skills.
• Ability to translate business and dealer needs into technology and process solutions.
• Experience supporting digital transformation, platform adoption and customer engagement initiatives.
• Knowledge of enterprise digital ecosystems, customer data management, and business intelligence tools.
• Strong analytical and problem‑solving skills with experience performing root cause analysis across systems and processes.

• Pay range: $ – $ (subject to individualized factors).
• Benefits:
  Medical, dental, and vision; paid time off; 401(k) savings; HSA; 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.
• Work onsite five days a week.
• Visa sponsorship not available.

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

Caterpillar is an Equal Opportunity Employer, including Veterans and Individuals with Disabilities. Qualified applicants of any age are encouraged to apply.