Business Intelligence Analyst

Career Area:
Business Technologies, 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.
Job Summary:
Caterpillar Defense is seeking a detailed-oriented, customer-focused professional to evaluate, build, maintain, and train others on our marketing/sales technology and infrastructure system. This position will maintain a strong focus on Salesforce and data analytics; in particular, reporting on pipeline and sales activities. The ideal candidate also has project management / change management experience, strong communications skills, and the ability to design and lead systems-focused adult learning / training activities across a variety of platforms.
What You Will Do:

• Jointly serves as a systems subject matter expert for Salesforce.
  • Assisting in the development, testing, and delivery of services/products; Analyzing existing offerings, preparing technical documentation, and recommending upgrades.
  • Identifying user/client requirements for a product or service and defining technical specifications; Preparing technical documentation and sharing them with senior analysts and technical teams.
  • Supporting senior analysts by fulfilling their data requests, preparing reports, and providing technical assistance; Participating in initiatives to improve processes efficiency and employee productivity.
• "Owns" content and updates for Commercial Excellence SharePoint site.
• Employs adult learning best practices to design and deliver Salesforce and Commercial Excellence training across a variety of platforms.
• Serves in a key project management / change management role for key Cat Defense projects, particularly those related to systems and processes.
• The position manages the completion of its own work assignments and coordinates work with others.
• Minimal travel may be required (Less than 5% of working time).

What You Will Have:
Accuracy and Attention to Detail (Working Knowledge): Understanding the necessity and value of accuracy; ability to complete tasks with high levels of precision.

• Utilizes specific approaches and tools for checking and cross-checking outputs.
• Processes limited amounts of detailed information with good accuracy.
• Learns from mistakes and applies lessons learned.
• Develops and uses checklists to ensure that information goes out error-free.

Effective Communications (Extensive Experience): 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.

• Adapts documents and presentations for the intended audience.
• Demonstrates both empathy and assertiveness when communicating a need or defending a position.
• Communicates well downward, upward, and outward.

Business Data Analysis (Working Knowledge): Knowledge of business data analysis; ability to collect, identify, analyze, and interpret business data using various kinds of techniques to meet business needs and requirements.

• Collects required business data through various data sources.
• Investigates data requirements in the business data analysis process.
• Writes analysis reports to assist decision making at the senior level.

Business Assessment (Working Knowledge): Knowledge of the activities, tasks, practices, and deliverables for assessing and documenting business opportunities; ability to assess the benefits, risks, and success factors of potential applications.

• Applies tools and techniques for gathering business requirements. Defines the activities, deliverables, and tools of a business assessment process.
• Documents best practices and techniques for assessing application opportunities.
• Participates in conducting and documenting business assessments.
• Participates in the preparation of risk assessment and benefits analysis.

Requirements Analysis (Working Knowledge): 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.

• Follows policies, practices, and standards for determining functional and informational requirements.
• Confirms deliverables associated with requirements analysis.
• Communicates with customers and users to elicit and gather client requirements.
• Participates in the preparation of detailed documentation and requirements.
• Utilizes specific organizational methods, tools, and techniques for requirements analysis.

What will put ahead:

• Leading project management / change management initiatives. Completion of project management training, such as Six Sigma, Agile, or Lean.
• Experience and capability of designing, delivering adult learning, and training.
• Experience with Microsoft SharePoint, Forms, Power Automate, and PowerApps experience.
• Experience working within a sales organization.
• Experience preparing communications using a variety of vehicles and platforms.

Additional Information:
The location for this position is Irving, TX.
Domestic relocation assistance is not available for this position.
This position will require less than 5% travel.
Sponsorship is not available for this position.
What you will get:
Our goal at Caterpillar is for you to have a rewarding career. Our teams are critical to the success of our customers who build a better world. Here you earn more than just wage, because we value your performance, we offer a total rewards package that provides:

• Competitive Base Salary
• Annual incentive bonus plan*
• Medical, dental, and vision coverage
• Paid time off plan (Vacation, Holiday, Volunteer, Etc.)
• 401k savings plan
• Health savings account (HSA)
• Flexible spending accounts (FSAs)
• Short and long-term disability coverage
• Life Insurance
• Paid parental leave
• Healthy Lifestyle Programs
• Employee Assistance Programs
• Voluntary Benefits (Ex. Accident, Identity Theft Protection)

*Subject to annual eligibility and incentive plan guidelines.
Final details:
This employer is not currently hiring foreign national applicants that require or will require sponsorship tied to a specific employer, such as H, L, TN, F, J, E, O. As a global company, Caterpillar offers many job opportunities outside of the U.S. which can be found through our employment website at .
About Caterpillar Defense
Caterpillar Defense represents all industry segments within Caterpillar. Caterpillar's company strategy includes sustainability as one of four focus areas, and Caterpillar Defense leverages industry team support to actively prepare and offer green energy solutions for the future. This job is subject to Naval Nuclear Propulsion Information (NNPI) which prohibits the release of controlled technology and technical data to non-U.S. citizens. By applying to this position, you acknowledge that you are a U.S; do not hold a dual citizenship with another country; and are willing to present evidence of your U.S. citizenship.
This employer is not currently hiring foreign national applicants that require or will require sponsorship tied to specific employer, such as H, L, TN, F, J, E, O. As a global company, Caterpillar offers many job opportunities outside of the U.S. which can be found through our employment website at
Posting Dates:
August 8, August 13, 2024
Any offer of employment is conditioned upon the successful completion of a drug screen.
EEO/AA Employer. All qualified individuals - Including minorities, females, veterans and individuals with disabilities - are encouraged to apply.
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