Account Specialist

Career Area:

Sales

Job Description:

Your Work Shapes the World at Caterpillar Inc.

When you join Caterpillar, you're joining a global team who cares not just about the work we do – but also about each other.  We are the makers, problem solvers, and future world builders who are creating stronger, more sustainable communities. We don't just talk about progress and innovation here – we make it happen, with our customers, where we work and live. Together, we are building a better world, so we can all enjoy living in it.

Your Impact Shapes the World at Caterpillar Inc

When you join Caterpillar, you're joining a global team who cares not just about the work we do – but also about each other. We are the makers, problem solvers and future world builders who are creating stronger, more sustainable communities. We don't just talk about progress and innovation here – we make it happen, with our customers, where we work and live. Together, we are building a better world, so we can all enjoy living in it.

Job Summary

We are seeking a skilled Account Specialist (Order Fulfilment Specialist) to join Orders & Logistics -Global Finances services Division

The preference for this role is to be based out of Bangalore-PSN office.

 What you will do

An Order Fulfilment Specialist position has arisen within the Order Fulfilment Department. The Order Fulfilment team is responsible for the management of prime product orders for Caterpillar dealers within Africa and Middle East Region, from order entry through to shipment and delivery.
Based in Bangalore, India, the Order Fulfilment Specialist will manage Caterpillar prime product orders and related attachments received from assigned dealers on behalf of the Electric Power, Marine, Industrial and Oil & Gas business units within Energy and Transportation.

• Primary dealer’s contact for order fulfilment queries. Maintaining a good level of customer satisfaction and good communication.
• Order follow-up; entry-build-delivery-invoice and maintain communication liaison between factory, divisional work team, and customer.
• Ensure orders are processed within company guidelines, policies and procedures of assigned territories.
• Follow up with factories, shipping arrangements in close cooperation with forwarders, issuance of shipping documentation, certification, handling letters of credit and invoicing.
• Having an understanding or knowledge of various terms and procedures related to prime product export documentation and invoicing.
• Expected to serve as back up to similar positions within the section during periods of absence.
• Could also be assigned to administer any of the supporting processes used within the Orders group such as finished goods stock processes, insurance claims, website updates, department documentation and reports.
• Maintain a working knowledge of all on-line prime product sales related systems used for processing dealer orders, reporting sales, shipping and collection. (EOMP, SAP).
• Maintain good ongoing communications and relations with dealers and handling their enquiries in an expedient and accurate way.
• Liaise and work with management and other departments regarding new policy and procedure introduction relating to the account coordinator role.
• Travelling to dealer premises to train new staff, introduce new processes, deliver presentations, etc.
• Manage completion of own work assignments and coordinate with others in the team environment to meet rigid completion dates for proposal responses.
• Manage regional specific activities where appropriate – e.g. approval of discounts, Commercial Invoice Processing, Supplemental invoices.
• Limited travel is required of this position (Less than 5%).

What you will have 

• Knowledge of order processing systems (EOMP-SAP) and basic knowledge with the Caterpillar product line.
• Bachelor’s Degree level, with 2 years’ experience e.g. Processing of Orders, Import/Export documentation, Logistics, Shipping, Forwarding, Managing Letters of Credit Foreign Trade.
• Fluency (both written and verbal) in English Language.
• Desired Qualifications:
• PC literacy is beneficial with special emphasis on SAP, EXCEL and Power BI.
• Organizational and record keeping skills.

Skills desired:

Customer Focus: Knowledge of the values and practices that align customer needs and satisfaction as primary considerations in all business decisions and ability to leverage that information in creating customized customer solutions.
Level Working Knowledge:
• Communicates the importance of customer needs/expectations and commits to resolving them.
• Researches and verifies customer needs and expectations.
• Solicits customer satisfaction feedback and acts on improvement opportunities.
• Helps link organizational objectives to customer needs and expectations.
• Meets regularly with customers to understand their wants, needs and expectations.

Industry Knowledge: Knowledge of the organization's industry group, trends, directions, major issues, regulatory considerations, and trendsetters; ability to apply industry knowledge appropriately to diverse situations.
Level Basic Understanding:
• Explains how own organization compares to others in the industry.
• Describes key products and services in the industry.
• Identifies key industry segments and associated characteristics.
• Names key industry players, leaders, and trendsetters.

Decision Making and Critical Thinking: Knowledge of the decision-making process and associated tools and techniques; ability to accurately analyze situations and reach productive decisions based on informed judgment.
Level Working Knowledge:
• Applies an assigned technique for critical thinking in a decision-making process.
• Identifies, obtains, and organizes relevant data and ideas.
• Participates in documenting data, ideas, players, stakeholders, and processes.
• Recognizes, clarifies, and prioritizes concerns.
• Assists in assessing risks, benefits and consideration of alternatives.

 What you will get:

• Work Life Harmony
• Earned and medical leave.
• Flexible work arrangements
• Relocation assistance

Holistic Development

• Personal and professional development through Caterpillar ‘s employee resource groups across the globe
• Career developments opportunities with global prospects

Health and Wellness

• Medical coverage -Medical, life and personal accident coverage
• Employee mental wellness assistance program

 Financial Wellness

• Employee investment plan
• Pay for performance -Annual incentive Bonus plan.

 Additional Information:

Caterpillar is not currently hiring individuals for this position who now or in the future require sponsorship for employment visa status; however, as a global company, Caterpillar offers many job opportunities outside of the U.S. which can be found through our employment website at www.caterpillar.com/careers

Caterpillar is an Equal Opportunity Employer (EEO)

EEO/AA Employer. All qualified individuals, including minorities, females, veterans and individuals with disabilities - are encouraged to apply.

Posting Dates:

March 10, 2025 - March 16, 2025

Caterpillar is an Equal Opportunity Employer (EEO).

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