Principal Digital Product Manager; Dynamics 365 Sales & Marketing

Career Area:

Technology, Digital and Data

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.

Cat Digital is the digital and technology arm of Caterpillar Inc., leveraging the latest technologies to build industry leading digital solutions for our customers and dealers. With over 1.5 million connected assets worldwide, our teams use data, technology, advanced analytics, telematics and AI capabilities to help our customers build a better, more sustainable world.

Job Summary:
Caterpillar is seeking a well-qualified D365 Sales and Marketing (Customer Engagement or CE) Product Manager, Digital Product, who will be responsible for supporting the sales, customer engagement, and relationship management functional needs of the Caterpillar Enterprise CE Platform for our Caterpillar Dealers. The Caterpillar CE product will be built using Microsoft Dynamics 365 Sales (CE) and aims to optimize dealer operations by strengthening customer engagement, sales pipeline management, and relationship-driven processes. The platform will align with business objectives, customer engagement strategies, and tools to improve customer insights.

The Caterpillar Sales and Marketing template seeks to transform our dealer operations by equipping our Dealers with a modern CRM solution that drives sales effectiveness, enhances customer experience, and enables more data-driven decision-making.

What You Will Do:

The D365 Sales and Marketing Product Manager will partner with stakeholders to gather and define requirements that align with sales, marketing, and customer engagement objectives. The product manager coordinates with product development engineers to track and communicate design, development, support, and maintenance activities. Additionally, the role will drive continuous improvement to enhance sales performance, process efficiency, customer satisfaction, and reporting accuracy.

Key responsibilities include:

Product Vision & Strategy:

• Define and communicate the product vision, roadmap, and release plans for D365 Sales and Marketing aligned with business goals and customer engagement priorities.

CRM System Ownership:

• Own, prioritize, and manage the D365 Sales and Marketing product backlog with a focus on sales and customer engagement-driven enhancements. Stay current with Microsoft D365 CE updates and recommend features that enhance customer experience and dealer sales operations.

Requirements Definition:

• Collaborate with Caterpillar, Caterpillar Dealers, and business stakeholders to elicit, analyze, and document complex business requirements, translating them into actionable specifications
• Partner with Microsoft and our Systems Implementation Partner to translate requirements into user stories and acceptance criteria tailored for our industry.
• Act as the voice of the Dealer throughout the development process, ensuring the requirements from our stakeholders and end-users are incorporated into the application solution.
• Ensure all aspects of Dealers customer relationship and sales management processes are covered by the capabilities within the Cat Dealer CE product.
• Coordinate with other Product Managers for cross-functional requirements and roadmap planning to deliver Dealer Business Processes.

Delivery and Execution:

• Oversee the CRM implementation to ensure it meets specifications and Caterpillar quality, security and usability standards.
• Participate in acceptance testing and training of the ERP with stakeholders throughout product lifecycle.
• Certify the CRM product (and capabilities) meets acceptance criteria, while prioritizing / remediating any issues through release cycles.
• Demonstrate and create demo materials showcasing the CAT CE template functionality.

Release Management:

• Coordinate and validate business requirements to support timely and high-quality software releases.
• Facilitate sprint planning, backlog refinement, and stakeholder communication to ensure business value delivery.
• Partner with cross-functional teams to manage release dependencies, clarify requirements, and maintain alignment throughout the development cycle.

Stakeholder Management:

• Build and maintain strong relationships with key stakeholders, including Cat Digital leads, external vendors and Caterpillar Dealers

Change Management:

• Work in conjunction with the Dealer Advisory Board to identify opportunities to improve Dealer processes, drive operational consistency through the CRM template and identify change management requirements for the Dealers

User Training:

• Collaborate with Training departments to deliver user training programs, provide ongoing support and address user issues / enhancement requests

Support:

• Collaborate and produce product documentation for the CRM applications with the Support team to generate adequate support materials, workflows and playbooks to ensure Dealer use and understanding of the product. Additionally, assist in resolving or remediating issues as needed.

What You Will Have:

ERP & Systems Knowledge (MS Dynamics 365 Sales and Marketing focus)

• Hands-on experience with Microsoft Dynamics 365 Sales and Marketing (or related CRM platforms) in a product or process leadership role.
• Understanding of CRM configuration, security, and integrations with related systems.
• Awareness of Microsoft release cycles and ability to assess new features for business value.
• Knowledge of CRM product lifecycle management, including adoption and change management.

Business Analysis:

• Strong understanding of sales pipeline management, opportunity tracking, customer relationship management, lead management, and account planning.
• Ability to identify gaps in sales workflows and design CRM-driven solutions.
• Experience supporting sales forecasting, pipeline health, and performance reporting.
• Familiarity with customer engagement strategies, sales compliance, and data governance.

Decision Making and Critical Thinking:

• Strong analytical skills to interpret sales/CRM data and identify opportunities for customer and revenue growth.
• Experience defining and monitoring KPIs such as lead conversion, opportunity win rate, pipeline velocity, and customer retention.
• Ability to support Sales leadership with actionable insights for customer and sales strategy.
• Familiarity with tools like Power BI or Dynamics 365 dashboards for CRM reporting.
• Monitors developments in critical-thinking and decision-making models for potential use by organization.
• Anticipates special issues and considerations for effective decision-making during a crisis.

Effective Communications:

• Ability to translate complex CRM requirements into business-friendly and technical terms.
• Skilled at facilitating workshops, demos, and discussions with Sales, Marketing, IT, and business leaders.
• Strong presentation and negotiation skills to align diverse stakeholders.
• Collaborative approach to building consensus and driving adoption across departments.

Software Problem Management:

• Documents resolution progress and provides feedback to customers.
• Describes issues and consideration for resolving problems involving other products or vendors.
• Works with tracking and resolving common types of problems, providing examples and follows proper notification and escalation procedures when needed.

Software Product Business Knowledge:

• Proven experience owning a product backlog, defining roadmaps, and managing releases.
• Skilled in writing clear user stories and acceptance criteria based on stakeholder input.
• Comfortable leading sprint planning, reviews, and retrospectives with cross-functional teams.
• Ability to balance competing priorities and ensure alignment with business objectives.

Considerations For Top Candidates:

• Participates in User Acceptance Testing (UAT)
• Software Product Management
• Bachelor’s degree in Business Administration, Marketing, Information Systems, or equivalent experience.
• Experienced as a Product Owner, CRM Systems Analyst, or Sales Process Lead.
• Familiarity with CRM adoption strategies, data quality standards, and customer experience best practices.
• Agile/Scrum experience with system enhancement delivery.
• Strong leadership in working within a cross-functional organization to coordinate development, dependencies and risks for product delivery
• Experience in Dealer and / or Rental industry is a plus

Additional Details:
Ability to travel up to 20% - typically to Cat Digital hubs and/or Dealers in various regions

Summary Pay Range:

$156,000.00 - $253,560.00

Compensation and benefits offered may vary depending on multiple individualized factors, job level, market location, job-related knowledge, skills, individual performance and experience. Please note that salary is only one component of total compensation at Caterpillar.

Benefits:

Subject to plan eligibility, terms, and guidelines. This is a summary list of benefits.

• Medical, dental, and vision benefits*

• Paid time off plan (Vacation, Holidays, Volunteer, etc.)*

• 401(k) savings plans*

• Health Savings Account (HSA)*

• Flexible Spending Accounts (FSAs)*

• Health Lifestyle Programs*

• Employee Assistance Program*

• Voluntary Benefits and Employee Discounts*

• Career Development*

• Incentive bonus*

• Disability benefits

• Life Insurance

• Parental leave

• Adoption benefits

• Tuition Reimbursement

* These benefits also apply to part-time employees

Posting Dates:

September 26, 2025 - October 12, 2025

Any offer of employment is conditioned upon the successful completion of a drug screen.

Caterpillar is an Equal Opportunity Employer, Including Veterans and Individuals with Disabilities. Qualified applicants of any age are encouraged to apply.

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