Customer Solutions Lead– Financial & Cash Flow

Caterpillar Caterpillar · Industrial · Sao Paulo, São Paulo

The Customer Solutions Lead– Financial & Cash Flow role at Caterpillar focuses on developing and implementing retail financing and inventory financing solutions for customers and dealers in growth regions. This involves analyzing customer needs, developing customized financing strategies, monitoring program effectiveness, and ensuring compliance with financial regulations.

What you'd actually do

  1. Analyze customer needs and market trends to identify and recommend appropriate retail financing products, tools, and services.
  2. Develop customized customer financing solutions for growth markets to drive business expansion.
  3. Monitor the effectiveness of retail and dealer inventory programs and recommend enhancements, tools, or procedural improvements as needed.
  4. Oversee the onboarding and implementation of customer and dealer new cash flow initiatives, ensuring smooth integration with current business practices.
  5. Provide guidance and training to both internal teams and external partners during rollout of new solutions.

Skills

Required

  • Planning: Tactical, Strategic
  • Interpersonal Relationships
  • Problem Solving
  • Treasury Services
  • Treasury Management
  • Value Selling

What the JD emphasized

  • Ensure compliance with company policies and financial regulations.