IS Specialist (Sales & Order Management)

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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.

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.

Sales System Information System Specialist

Job Summary

We are seeking a Sales System Information System Specialist to join our team. In this role, you will lead solution design and end-to-end delivery of major and minor enhancements, with a primary focus on Salesforce and practical Generative AI (GenAI) solutions.

You will help transform Caterpillar’s worldwide order management capabilities for machine sales and distribution by translating business needs into secure, scalable solutions. You will collaborate with business stakeholders and third-party delivery partners, who perform most development, while remaining accountable for requirements, design quality, testing, release readiness and business outcomes. This role is within the Resource Industries - IT, SPPD & RISM IT Division of Caterpillar IT.

The portfolio includes corporate applications supporting worldwide order management for machine sales, product configuration, order entry and global Sales & Operations Planning. Salesforce expertise and GenAI solution experience are central to this role; familiarity with SAP, AWS and Snowflake provides useful complementary context.

This role is based at the Whitefield Office, Bangalore, India.

What you will do

Lead enhancements from discovery through deployment and post-release support, connecting business priorities with sound solution design and coordinated partner delivery.

• Elicit requirements, analyze current and future business processes, and document user stories, acceptance criteria and non-functional requirements. Conduct fit-gap analysis and maintain traceability from business needs through testing and delivery.
• Lead business case analysis and phased product planning. Prioritize major and minor enhancements by business value, risk and dependencies, and agree scope and success measures with stakeholders.
• Design and review Salesforce solutions, including Service Cloud case workflows, data models, access controls and integrations. Evaluate configuration versus customization and the appropriate use of Flow, Apex and Lightning Web Components (LWC).
• Evaluate additional Salesforce modules such as Manufacturing Cloud and Revenue Cloud for opportunities to reduce custom solutions and lean into SaaS investment
• Coordinate business teams and third-party delivery partners across the enhancement lifecycle. Review estimates, design proposals and implementation quality; manage dependencies, risks and decisions, and communicate delivery progress.
• Define test strategy and coordinate functional, integration and regression testing, user acceptance testing (UAT) and defect resolution. Confirm that delivered solutions satisfy acceptance criteria, security requirements and operational needs.
• Govern CI/CD and release activities with delivery partners, including version control, environment promotion, quality gates, deployment readiness and rollback planning. Coordinate production deployment, hypercare and transition to support.
• Assess practical GenAI and agentic AI use cases and guide proofs of concept toward delivery where business value is demonstrated. Define evaluation criteria, data-security safeguards, responsible AI controls and human oversight with relevant stakeholders.
• Lead solution and integration reviews across Salesforce and connected enterprise systems. Apply reusable patterns, document design trade-offs and ensure maintainability, performance and alignment with enterprise standards.
• Maintain clear process, solution and support documentation. Enable user adoption, develop repeatable process improvements and assess post-release outcomes against agreed business measures.
• Lead investigation and resolution of complex application and escalated business-process issues with business and delivery partners, including periodic off-shift and weekend support.
• Perform other job duties as assigned by Caterpillar management from time to time.

Required qualifications

• A four-year bachelor’s degree, preferably in computer science, information systems, engineering, marketing, communications or a related field.
• 10+ years of relevant IT experience, including substantial experience in systems analysis, solution design and enterprise application delivery.
• Demonstrated Salesforce expertise, including Service Cloud case management, data modeling, security and access controls, and translating business requirements into scalable platform solutions.
• Demonstrated practical experience designing, prototyping or delivering GenAI solutions for business use cases, beyond personal use of AI tools. Ability to assess feasibility, evaluate output quality and define data protection, responsible AI and human-review requirements.
• Working technical knowledge of Apex, Salesforce Flow, Lightning Web Components (LWC) and API-based integrations, sufficient to evaluate solution options, review partner designs and troubleshoot issues.
• Experience with CI/CD and release governance, including version control, environment promotion, testing and quality gates, deployment planning and rollback readiness.
• Demonstrated ability to lead medium-to-large, multi-team delivery initiatives and own major and minor enhancements end to end, coordinating business stakeholders and third-party delivery partners.
• Strong systems analysis skills, including requirements elicitation, process mapping, fit-gap analysis, user stories, acceptance criteria and UAT coordination, supported by sound knowledge of software design, data modeling and integration principles.
• Ability to create clear solution artifacts and rapid proofs of concept, using prototypes, personas or journey maps where appropriate to validate business needs and design decisions.
• Excellent written and verbal communication, stakeholder facilitation and problem-solving skills, with the ability to explain technical trade-offs to business and technical audiences.

Preferred qualifications

• Relevant Salesforce certifications, such as Administrator, Platform App Builder, Platform Developer or Service Cloud Consultant.
• Experience with Salesforce AI capabilities and Agentforce, including assessing appropriate use cases and designing controlled, measurable solutions.
• Order management domain experience, particularly machine sales and distribution, product configuration, order entry or Sales & Operations Planning.
• Complementary experience with Java or Python, AWS, SAP or Snowflake.
• Knowledge of SAP Variant Configuration (SAP VC) or other complex manufacturing product configuration platforms, and enterprise integration and architecture patterns.
• Experience applying GenAI, machine learning or other AI technologies in production, including evaluation, monitoring and operational support.
• Experience spanning multiple business processes, organizations or IT disciplines, with strong accountability, planning, organization, teamwork and customer focus.
• Strong interpersonal judgment in sensitive or potentially controversial situations, and the ability to manage competing priorities under time constraints.

Key competencies

• Problem Solving (Expert): Align stakeholders on problem definitions, risks, decision criteria and alternatives; lead resolution of high-impact, cross-functional issues; coach others in evaluating options; and apply industry practices to improve outcomes.
• Technology Advising (Extensive Experience): Advise business and technology stakeholders on products, platforms and solution options; explain trade-offs and business impacts; evaluate emerging technologies; and coach others in effective technology consultation.
• Application Design and Architecture (Expert): Lead the design of complex, multi-technology applications; establish standards and reusable practices; evaluate design tools and techniques; and provide architecture guidance and mentoring.
• Requirements Analysis (Expert): Lead the elicitation, analysis and documentation of functional and non-functional requirements; apply effective modeling techniques; maintain requirements integrity and traceability; and establish analysis standards and practices.
• System and Technology Integration (Expert): Define integration strategies, interfaces, standards and plans across applications, data and technology platforms; lead complex integration efforts; and monitor relevant industry trends and practices.
• System Testing (Expert): Define testing and quality-assurance strategies that improve coverage and throughput; lead testing across multiple initiatives; direct defect investigation and resolution; and incorporate business feedback from pilot, parallel and acceptance testing.
• Systems Software Infrastructure (Extensive Experience): Design and guide software infrastructure, architecture and data-management practices; resolve issues across heterogeneous environments; evaluate configuration practices; and coach others on platforms and core technologies.
• Technical Troubleshooting (Extensive Experience): Lead diagnosis and resolution of complex hardware, software, application and communication issues; prioritize response based on business impact; ensure complete corrective action; and coach others in advanced troubleshooting techniques.

What you will get

· Work Life Harmony

• Earned and medical leave.

Holistic Development

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

Health and Wellness

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

Financial Wellness

• Employee investment plan.
• Pay for performance through an 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) Employer.

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

Skill Descriptors

Problem Solving: Knowledge of approaches, tools, techniques for recognizing, anticipating, and resolving organizational, operational or process problems; ability to apply knowledge of problem solving appropriately to diverse situations.

Level Advanced:

• Gains agreement on the problem-solving process, risk assessment, decision points, and criteria.

• Trains others in the process of eliciting alternatives and assessing their impact.

• Orchestrates the resolution of high-impact and cross-functional problems.

• Successfully organizes problem solvers and stakeholders for high-impact problems.

• Predicts and explains long-term trends and implications for alternatives.

• Monitors industry for best practices and new techniques in problem-solving.

Technology Advising: Knowledge of effective advisory methods and ability to provide valued information and advice to clients regarding products, technologies, services and solutions for a specific technology domain.

Level Extensive Experience:

• Collaborates with an extended professional technology network to help clients effectively identify, plan for and accomplish technology objectives.

• Supervises others in advising a range of clients across a myriad of products, technologies, services and solutions in a relevant technology domain.

• Identifies and evaluates emerging technologies and advises clients regarding their potential business impacts.

• Effectively consults with and conveys technology concepts, business impacts and other advice to senior client levels.

• Trains others in developing technology business, channel management and client coaching.

• Leverages formal certifications in mastery of multiple areas of technology in demonstrating credibility for client consulting.

Application Design, Architecture: Knowledge of application design and architecture principles and practices; ability to utilize application design methodologies, tools, and techniques to convert business requirements and logical models into a technical application design.

Level Advanced:

• Advises others on the technical design of high-impact, multi-technology complex applications.

• Contributes to the establishment and implementation of best practices for application design.

• Leads in evaluating and selecting emerging application design tools and techniques.

• Designs cutting-edge application architectures that push the boundaries of current technology standards.

• Directs the development of technical standards for application design.

• Fosters a culture that promotes innovative approaches to application design and architecture.

Requirements Analysis: Knowledge of tools, methods, and techniques of requirement analysis; ability to elicit, analyze and record required business functionality and non-functionality requirements to ensure the success of a system or software development project.

Level Advanced:

• Creates leadership positions in identifying and implementing new tools and techniques.

• Shares expertise and his/her broad experience in using modeling tools for multiple requirements.

• Implements best practices for functional and information analysis and maintains the requirements definition.

• Provides insight into developing diverse and multiple requirements analyses.

• Monitors industry and vendor products in terms of improvements and enhancements.

• Establishes and communicates on advance technical standards for each stage of requirements analysis.

System and Technology Integration: Knowledge of the features and facilities of systems; ability to integrate and communicate among applications, databases and technology platforms.

Level Advanced:

• Consults with others on system and/or technology integration efforts.

• Monitors system and technology integration trends and directions.

• Plays a leadership role in defining systems integration processes and practices.

• Designs complex interfaces, integration strategies and plans.

• Holds an industry wide conference on system integration and migration issues, problems and considerations.

• Demonstrates extensive experience with system and technology integration.

System Testing: Knowledge of system and software testing; ability to design, plan and execute system testing strategies and tactics to ensure the quality of software at all stages of the system life cycle.

Level Advanced:

• Champions the employment of technology to maximize system test throughput and coverage.

• Builds testing and software QA methodologies and practices for the organization.

• Advocates appropriate levels of quality by resolution of important defects.

• Leads the team in testing activities and provides technical guidance on multiple testing projects.

• Directs the identification, investigation, reporting and follow-up with design teams for all issues raised during the testing process.

• Solicits and evaluates feedback from business process owners during pilot and parallel testing.

Systems Software Infrastructure: Knowledge of computer architecture and system software interaction; ability to design and build a fundamental architecture of operating systems, database management systems, communications protocols, compilers and other development tools.

Level Extensive Experience:

• Designs and implements software infrastructure and core technologies.

• Develops software architecture and data management policies and procedures.

• Resolves issues regarding the implementation of heterogeneous open systems.

• Evaluates the management of software configuration facilities and practices.

• Coaches on the essential elements of software architecture, platforms and products.

• Facilitates internal and external cooperative and distributed alignment and processing of systems software infrastructure.

Technical Troubleshooting: Knowledge of technical troubleshooting approaches, tools and techniques; ability to anticipate, recognize, and resolve technical issues on hardware, software, application or operation.

Level Extensive Experience:

• Emphasizes the business impact of failure and the criticality and timing of needed resolution so that problems can be avoided in the future.

• Creates trouble reports for all issues found and reviews solutions for completeness and correctness.

• Directs the resolution of communications problems in multi-vendor environments.

• Resolves a variety of hardware, software, and communications malfunctions.

• Coaches others on advanced diagnostic techniques and tools for unusual or performance-related problems.

• Facilitates the distribution of releases reports and correction packages to departments or clients.

Posting Dates:

Caterpillar is an Equal Opportunity Employer. Qualified applicants of any age are encouraged to apply

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