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Location: Nashville, TN, United States
Date Posted: Sep 18, 2019
JOB SUMMARY: Partner with Marketing to provide relationship management for Machine Business Division (MBD)—Solutions and Product Support (S&PS) Group. Design beginning and end of lease programs while aligning and integrating lease solutions through delivering strategic value to the MBD and to the Financial Products Division (FPD) field organization to support the sales of Caterpillar equipment. May review the work of or provide guidance to lower level lease team members.
PRINCIPAL DUTIES AND RESPONSIBILITIES:
Serves as the primary relationship manager for lease products. Activities are focused on alignment and integration with the MBD S&PS through delivering strategic value to the MBD and to the FPD field organization to support the sales of Caterpillar equipment through leasing.
Participates in the development of lease product marketing campaigns.
Develops merchandising programs using policies and procedures set forth by FPD’s Global Marketing and GRMG.
Assesses market opportunities for leasing and proposes joint marketing and merchandising programs to enhance sales after determining the financial needs of an identified market opportunity.
May develop and provide company and dealer training on Leasing, as well as customer seminars to promote Caterpillar Financial Services Corporation (CFSC) lease services in both new and existing market opportunity.
Identifies global and regional lease marketing material needs and provides content for materials.
Works with CFIS, CFAS and Cat Card to sell the entire portfolio of FPD products.
Participates in accomplishment of continuous improvement objectives for the department. Progress toward accomplishment of these is measured through maintenance of necessary measurements and analysis of associated data. Participates in the identification of problem areas and development of resolutions to address them.
Understands the Harassment policy of the company and is responsible for its application in all aspects of employment.
SKILLS, ABILITIES, AND KNOWLEDGE:
Thorough knowledge of and the ability to identify and develop concepts for market segments by planning and implementing successful market strategies to assist in achieving the business plan and/or incremental business for leasing.
Demonstrated ability to identify specific financial marketplace needs (programs or new markets) through direct contact with customer and dealer personnel for leasing.
Demonstrated ability to coordinate with product, distribution and service business units as well as CFSC Regional Offices to define market needs and propose joint marketing and merchandising programs to enhance lease sales.
Ability to maintain current lease plans to ensure their appropriateness and competitiveness.
Demonstrated ability to develop and implement financial marketing programs (finance plans, focus programs, dealer incentive programs, etc.) responsive to customers and dealer needs.
Ability to develop and conduct company and dealer sales force training and customer seminars promoting CFSC leasing.
Proven ability to assist CFSC Regions and Dealers with the creation and development of lease marketing strategies and materials to support dealer and user comprehension and usage of CFSC services.
Advanced knowledge of CFSC lease products.
Demonstrated knowledge of the industries served by Caterpillar dealers.
Working knowledge of market segments--application of equipment and acquisition needs of end users.
Ability to travel.
EDUCATION/EXPERIENCE: A 4-year college or university degree in any discipline and a minimum of 5 years exempt experience in credit, customer services, collections, marketing and/or financial statement analysis is recommended. Previous experience must be progressively increasing in responsibility and accountability and demonstrate an ability to gain in knowledge, skills, and responsibility such that a level of full competency can be reached. Equivalent experience may be substituted for education.
EEO/AA Employer. All qualified individuals – including minorities, females, veterans and individuals with disabilities – are encouraged to apply.
Experience in Equipment Leasing, Financial Services, or related field is required
Captive Finance experience is favorable