Customer Integration Coordinator at Ohio Machinery
Broadview Heights, OH 44147
About the Job
Find YOUR fit at Ohio CAT (a division of Ohio Machinery Co)! Join a winning culture that strives to be the top-performing, dynamic industry leader and partner of choice for the products and solutions that help our customers build, improve, feed, power, and protect our world
Come grow your career - See what opportunities await today!
JOB SUMMARY:
The Customer Integration Coordinator is critical for ensuring a seamless onboarding experience for all new customers to our dealership and Caterpillar's suite of digital tools, including Cat Central, PCC, and Vision Link.
Serves as the primary point of contact for new customers, guiding them through onboarding and ensuring they are fully integrated with the dealership's systems and services.
Provides a comprehensive orientation to the dealership, including products, services, and key contact points.
Works closely with sales, product, and service teams to capture and enter all relevant customer information into the dealership’s CRM system.
Conducts demonstrations and tutorials to ensure customers are comfortable and confident using these tools to manage their equipment, order parts, and monitor performance.
Acts as an ongoing point of contact for customers to ensure their needs are being met and that they are fully leveraging Caterpillar's digital solutions.
Proactively contacts customers to gather feedback, provide updates, and offer additional training as new tools and features become available.
Maintains strong customer relationships by offering exceptional service and support.
Develops and maintains user guides, training materials, and best practice documentation to support customers using digital tools.
Partners with the marketing team to develop communication plans informing customers about new digital tools, updates, and other relevant information
Analyzes usage data to identify trends, opportunities for improvement, and potential issues that may require attention
Stay informed about Caterpillar’s latest digital tool updates, enhancements, and new releases to ensure customers can always access the most current information and features
Performs all other duties as assigned
JOB QUALIFICATIONS:
A high school diploma or equivalent is required
A bachelor’s degree in business, marketing, communications, or a related field is preferred.
Must have two to four years of experience in customer service, onboarding, or customer success roles, preferably in the construction, heavy equipment, or related industries.
A strong understanding of digital platforms and tools and the ability to effectively communicate technical concepts to non-technical customers are required.
Must have excellent communication, organizational, and interpersonal skills.
Strong problem-solving abilities and a customer-first mindset are required.
Must manage multiple projects simultaneously and work collaboratively across departments.
Experience with CRM systems and digital training tools is a plus
EMPLOYEE BENEFITS:
401(k): Match and employer discretionary contribution.
Health Insurance: Three options are available, including an HSA with a dollar-for-dollar match of up to $1,200 per year.
Dental & Vision Insurance: Comprehensive coverage options.
Financial Access: Credit Union membership is available.
Insurance: Life Insurance, Short-Term Disability, and Long-Term Disability coverage.
Educational Opportunities: Scholarships for employees’ spouses and children through the Ohio Machinery Education and Opportunity Foundation.
Compensation: Base pay, annual bonus potential, and company success share bonus.
PHYSICAL REQUIREMENTS:
Primary functions require sufficient physical ability and mobility to work in an office setting; to stand or sit for prolonged periods; to occasionally stoop, bend, kneel, crouch, reach, and twist; to lift, carry, push, and pull light to moderate amounts of weight; to operate office equipment requiring repetitive hand movement and fine coordination including use of a computer keyboard; and to verbally communicate to exchange information
The noise level in the work environment is usually quiet in office settings and moderate to loud in other situations, with both constant and sudden loud noises possible
EEO, Veterans & Disabled Employer, and VEVRAA/503 Federal Contractor.
Come grow your career - See what opportunities await today!
JOB SUMMARY:
The Customer Integration Coordinator is critical for ensuring a seamless onboarding experience for all new customers to our dealership and Caterpillar's suite of digital tools, including Cat Central, PCC, and Vision Link.
Serves as the primary point of contact for new customers, guiding them through onboarding and ensuring they are fully integrated with the dealership's systems and services.
Provides a comprehensive orientation to the dealership, including products, services, and key contact points.
Works closely with sales, product, and service teams to capture and enter all relevant customer information into the dealership’s CRM system.
Conducts demonstrations and tutorials to ensure customers are comfortable and confident using these tools to manage their equipment, order parts, and monitor performance.
Acts as an ongoing point of contact for customers to ensure their needs are being met and that they are fully leveraging Caterpillar's digital solutions.
Proactively contacts customers to gather feedback, provide updates, and offer additional training as new tools and features become available.
Maintains strong customer relationships by offering exceptional service and support.
Develops and maintains user guides, training materials, and best practice documentation to support customers using digital tools.
Partners with the marketing team to develop communication plans informing customers about new digital tools, updates, and other relevant information
Analyzes usage data to identify trends, opportunities for improvement, and potential issues that may require attention
Stay informed about Caterpillar’s latest digital tool updates, enhancements, and new releases to ensure customers can always access the most current information and features
Performs all other duties as assigned
JOB QUALIFICATIONS:
A high school diploma or equivalent is required
A bachelor’s degree in business, marketing, communications, or a related field is preferred.
Must have two to four years of experience in customer service, onboarding, or customer success roles, preferably in the construction, heavy equipment, or related industries.
A strong understanding of digital platforms and tools and the ability to effectively communicate technical concepts to non-technical customers are required.
Must have excellent communication, organizational, and interpersonal skills.
Strong problem-solving abilities and a customer-first mindset are required.
Must manage multiple projects simultaneously and work collaboratively across departments.
Experience with CRM systems and digital training tools is a plus
EMPLOYEE BENEFITS:
401(k): Match and employer discretionary contribution.
Health Insurance: Three options are available, including an HSA with a dollar-for-dollar match of up to $1,200 per year.
Dental & Vision Insurance: Comprehensive coverage options.
Financial Access: Credit Union membership is available.
Insurance: Life Insurance, Short-Term Disability, and Long-Term Disability coverage.
Educational Opportunities: Scholarships for employees’ spouses and children through the Ohio Machinery Education and Opportunity Foundation.
Compensation: Base pay, annual bonus potential, and company success share bonus.
PHYSICAL REQUIREMENTS:
Primary functions require sufficient physical ability and mobility to work in an office setting; to stand or sit for prolonged periods; to occasionally stoop, bend, kneel, crouch, reach, and twist; to lift, carry, push, and pull light to moderate amounts of weight; to operate office equipment requiring repetitive hand movement and fine coordination including use of a computer keyboard; and to verbally communicate to exchange information
The noise level in the work environment is usually quiet in office settings and moderate to loud in other situations, with both constant and sudden loud noises possible
EEO, Veterans & Disabled Employer, and VEVRAA/503 Federal Contractor.
