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.

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.

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