Customer Solutions Lead– Financial & Cash Flow

Caterpillar Inc.

Onsite
Retail financing solutions
Inventory financing options
Customer needs analysis
The Customer Solutions team, alongside dealers, engages closely with customers to create, customize and adapt solutions to meet their needs by leveraging the extensive range of offerings available across products and services, digital and technology, rental and used, and financing

Job Summary

  • The Customer Solutions team, alongside dealers, engages closely with customers to create, customize and adapt solutions to meet their needs by leveraging the extensive range of offerings available across products and services, digital and technology, rental and used, and financing.
  • The Cashflow Solutions Representative oversees a team focused on delivering retail financing solutions for customers and inventory financing options for dealers, collaborating to identify, propose, and implement tools, products, and strategies that strengthen cash flow capabilities.
  • Caterpillar offers a comprehensive benefits package including medical, dental, and psychological support, alongside profit share, meal assistance, and various insurance options.

Matching Summary

The Customer Solutions team, alongside dealers, engages closely with customers to create, customize and adapt solutions to meet their needs by leveraging the extensive range of offerings available across products and services, digital and technology, rental and used, and financing.

Skills & Requirements

Must-have

  • retail financing solutions
  • inventory financing options
  • customer needs analysis
  • market trends analysis
  • treasury services knowledge
  • treasury management principles

Nice-to-have

  • inclusive culture
  • equity and respect for differences
  • people's potential
  • project leadership skills
  • good presentation skills

Key Requirements

  • Bachelor degree in finance, business administration, economics, or accounting
  • Minimum eight (8) years’ practical experience in financial management
  • Basic to intermediate Microsoft office skills (Excel, PowerPoint)
  • Pre-Advanced English proficiency
  • Fluent English
  • Advanced Spanish

Work Rights

Not specified

Tailored Resume

Cover Letter