IS Specialist (Sales & Order Management)

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.

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.