Portfolio Manager - Datacenter Key Accounts

Caterpillar•Irving, TX

7d•Onsite

About The Position

The Portfolio Manager role within Caterpillar’s Electric Power Division (EPD) is a dynamic and strategic position focused on fostering relationships with key global accounts, including leaders in the data center and technology sectors. The Global Portfolio Manager will play a critical role in the development and deployment of effective fulfillment strategies for customer datacenter projects and alignment with Caterpillar’s commitment to delivering sustainable and reliable solutions.

Requirements

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.
Facilitates creation of the 'right' products and services to resolve customer business issues.
Fosters strong customer relationships via delivery on commitments, open communication, and on-going feedback/improvement.
Advises others on creating customer focused environments in various scenarios.
Anticipates customer needs, focusing efforts to proactively meet needs and exceed customer expectations.
Measures and observes customer satisfaction levels to ascertain and implement service improvement alternatives.
Communicates and models the criticality of customer focus as an organizational strategy.
Knowledge of the organization's industry group, trends, directions, major issues, regulatory considerations, and trendsetters; ability to apply industry knowledge appropriately to diverse situations.
Discusses industry-specific flagship products and services.
Demonstrates current knowledge of the regulatory environment for industry segment.
Describes the contribution of own function as it relates to the industry segment.
Participates in major industry professional associations; subscribes to industry-specific publications.
Currently works with a major industry segment and associated functions and features.
Knowledge of the decision-making process and associated tools and techniques; ability to accurately analyze situations and reach productive decisions based on informed judgment.
Differentiates assumptions, perspectives, and historical frameworks.
Evaluates past decisions for insights to improve decision-making process.
Assesses and validates decision options and points and predicts their potential impact.
Advises others in analyzing and synthesizing relevant data and assessing alternatives.
Uses effective decision-making approaches such as consultative, command, or consensus.
Ensures that assumptions and received wisdom are objectively analyzed in decisions.
Excellent written and verbal communication skills for conveying complex technical information to diverse audiences.
Skilled in bridging communication gaps between internal teams, dealers and customers.
Adept at crafting persuasive narratives to align stakeholders on project goals and strategies.
Ability to handle customer escalations with urgency and poise.
Knowledge of successful negotiation concepts and techniques; ability to negotiate successfully across the organization and with external vendors and clients in a constructive and collaborative manner.
Ensures negotiators have awareness of complementary yet diverse interests.
Successfully completes significant negotiations, both internal and external.
Details the risks of negotiation breakdown from each party's perspective.
Protects own position, while demonstrating willingness to achieve win-win.
Identifies similarities and differences in position and assesses impact on discussions.
Detects and addresses lack of progress or a stalemate.
Knowledge of relationship management techniques; ability to establish and maintain healthy working relationships with clients, vendors, and peers.
Ability to build and maintain strong relationships with key stakeholders, including global customers, Caterpillar factories and dealers.
Skilled in navigating complex, cross-functional teams to achieve alignment and foster collaboration.

Nice To Haves

Requires a college degree or equivalent experience with >10 years of specific industry experience in order to gain recognition as an Industry, Divisional and Corporate expert.
Have broad business background, specific long-term industry knowledge and excellent communication skills.
Must be able to deal with sensitive issues, mentor and coach, and/or persuade others on new methods of equipment application, new technology and distribution methods.
The incumbent will either have had previous project or account management experience and/or commercial/operational experience within the company and/or was a fully contributing member on significant projects and/or teams.

Responsibilities

Develop and maintain effective relationships with internal stakeholders, dealers and customers to enable key accounts sales & project execution objectives to be achieved.
Develop and deploy customer forecast translation methods and demand/supply assessments strategies with Caterpillar factories and with dealers.
Develop and deploy effective methods to derive accurate demand signals, request for product (RFP), and long-term forecasts (LTF) across key accounts.
Develop and deploy project execution planning, risk management, and contract management strategies with internal and external stakeholders.
Develop and deploy product pipeline strategies and governance with Caterpillar factories, dealers and customers to achieve assurance of supply for customers and dealers while reducing risks to Caterpillar.
Develop and deploy project milestone tracking and key performance indicators that can be utilized across key accounts to measure project execution success and customer satisfaction.
Leverage technology: lead efforts to leverage Caterpillar resources and tools to increase process efficiency and data automation.
Serve as liaison with Strategy/Business Transformation team to identify and execute business process automation opportunities.
Act as a consultant to internal teams, dealers and customers regarding contract management, project execution planning, risk mitigation, and performance metrics.
Collaborate with internal and external stakeholders across global accounts to identify areas for process improvement, focusing on delivering critical customer outcomes.
Identify, prioritize, document, and refine standard operating procedures (SOPs) to ensure consistency and efficiency in the different processes.