Forms Operations Team Lead

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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.

Role Summary

We are seeking a strategic and results-driven Form Operations Team Lead to lead enterprise marketing forms strategy and operations across Caterpillar. This role is responsible for defining and standardizing form experiences, intake processes, and operational frameworks that support lead generation, customer engagement, and marketing automation initiatives globally. The individual will partner closely with business units, demand generation teams, CRM, analytics, and legal/privacy stakeholders to drive marketable contact growth and support enterprise lead generation and customer engagement objectives. The role serves as both the strategic lead for forms and contact acquisition and the operational owner for form governance, administration, and continuous improvement.

What You Will Do:

• Lead enterprise marketing forms strategy, governance, and operations.
• Define and maintain standards, best practices, and processes for marketing forms and marketable contacts.
• Partner with business units, demand generation, CRM, and analytics teams to support lead generation objectives.
• Establish and manage the enterprise forms portfolio, including governance, lifecycle management, and reuse strategies.
• Drive marketable contact growth by creating streamlined, customer-centric form experiences that improve engagement and conversion.
• Serve as the enterprise SME for forms strategy, governance, and contact acquisition.
• Oversee the administration and operational management of enterprise marketing forms.
• Monitor form performance, data quality, compliance, and operational efficiency.
• Lead resolution of form, data capture, integration, and process issues.
• Collaborate with CRM and marketing automation teams to ensure seamless data flow and customer experiences.
• Identify opportunities to improve conversion rates, usability, and operational efficiency.
• Develop reporting and insights to measure form effectiveness and business impact.
• Evaluate and recommend process improvements, automation, and new technologies.
• Provide strategic guidance on forms, lead capture, and marketable contact best practices.
• Drive continuous improvement across form operations, governance, and performance.
  

What You Will Have:

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.
Creativity: Knowledge of the approaches, tools, and techniques for promoting creative, original thinking and ability to apply it to a variety of business situations.
Effective Communications: Understanding of effective communication concepts, tools and techniques; ability to effectively transmit, receive, and accurately interpret ideas, information, and needs through the application of appropriate communication behaviors.
Relationship Management: Knowledge of relationship management techniques; ability to establish and maintain healthy working relationships with clients, vendors, and peers.
Technical Excellence: Knowledge of a given technology and various application methods; ability to develop and provide solutions to significant technical challenges.
Strategic Thinking: Knowledge of the importance of "big picture" thinking and planning; ability to apply organizational acumen and competitiveness to identify and maintain focus on key success factors for the organization.
Vendor/Supplier Management: Knowledge of external provider management processes and ability to effectively manage the business relationship with external providers (e.g. vendors, service providers, contractors, consultants and suppliers).
Digital Marketing: Knowledge of processes, techniques, and platforms of digital marketing; ability to implement or manage digital marketing programs.

Considerations For Top Candidates:

• Bachelor’s degree in Business, Marketing, Marketing Technology, Communications, or related field.
• Experience in marketing operations, forms management, lead generation, CRM, or marketing automation.
• Working knowledge of Salesforce Marketing Cloud (SFMC) and marketing automation capabilities to support contact acquisition, customer journeys, and enterprise marketing initiatives.
• Strong understanding of marketable contact acquisition, data governance, consent management, and customer data quality.
• Experience managing enterprise-scale marketing forms and lead capture processes across multiple business units or regions.
• Knowledge of CRM, marketing automation, customer data, and lead management platforms.
• Experience optimizing customer-facing digital experiences, conversion paths, and form performance.
• Strong analytical, problem-solving, troubleshooting, and decision-making skills.
• Excellent verbal, written, and stakeholder management skills.
• Proven ability to develop and implement scalable processes, standards, and governance frameworks.
• Experience driving operational excellence, process improvement, and automation initiatives.
• Ability to manage multiple priorities and deliver results in a fast-paced environment.
• Strong project management and organizational skills.
• B2B and/or B2C marketing experience within large, complex organizations.
• Experience building and maintaining process documentation, standards, and internal communications.
• Active learner with a passion for emerging technologies, customer experience, and continuous improvement.
• Exceptional customer service and cross-functional collaboration skills.

What You Will Get:

Working with a Fortune 100 leader, you can build your career on a global scale and take advantage of development opportunities with emerging technologies. We’ve created an inclusive environment for you to explore your passions, make an impact and do the work that really matters. Join Us.

About Caterpillar

Caterpillar Inc. is the world’s leading manufacturer of construction and mining equipment, off-highway diesel and natural gas engines, industrial gas turbines and diesel-electric locomotives. For nearly 100 years, we’ve been helping customers build a better, more sustainable world and are committed to and contributing to a reduced-carbon future. Our innovative products and services, backed by our global dealer network, provide exceptional value that helps customers succeed.

This Job Description is intended as a general guide to the job duties for this position and is intended for the purpose of establishing the specific salary grade. It is not designed to contain or be interpreted as an exhaustive summary of all responsibilities, duties and effort required of employees assigned to this job. At the discretion of management, this description may be changed at any time to address the evolving needs of the organization. It is expressly not intended to be a comprehensive list of “essential job functions” as that term is defined by the Americans with Disabilities Act.

Summary Pay Range:

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:

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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