Marketing Claims Analyst at Carolina CAT

Join the Carolina Cat Team

As a family-owned company under our third generation of leadership, we have built our business based on the principles of trust, integrity, and a desire to help our customers and employees succeed.

Since 1926, we’ve supported our communities by supplying equipment for critical infrastructure and commerce and by donating our time and resources to area nonprofits. We make smart investments in our company and continuously improve as part of our vision to be a trailblazing company that’s built to last.

We’re looking for hard-working, team-oriented professionals who enjoy working on new challenges every day. We believe our employees are the key to our success, and we’re committed to providing a work experience that helps our team grow to their full potential.

Collectively, our employees work together to make a difference for our customers, our communities, and our company. Learn more about what it means to become a team member with Carolina Cat.

Summary

The Marketing Claims Analyst will play a critical role in identifying and managing Caterpillar (CAT) discounts, rebates, and marketing claims, as well as scoping and implementing automation solutions for complex processes. The role will also involve managing order hold queues for credit holds and DBS order fallouts. The ideal candidate will be self-motivated with high accountability, have a strong analytical mindset, be a proactive and clear communicator, and excel at networking across CAT teams and real-time problem-solving.

Essential Functions

• Discounts & Rebates Management: Provide analytical support and administration of CAT discounts, rebates, and marketing claims.
• Process Automation: Scope and implement automation solutions for complex processes, similar to Blanchard's programs.
• Order Management: Own and manage order hold queues for credit holds and DBS order fallouts, ensuring timely and accurate resolutions.
• Data Analysis: Utilize advanced analytical tools and techniques to enhance data-driven decision-making processes and conduct in-depth analysis of data to identify trends, patterns, and insights that drive improved business performance.
• Metrics: Monitor key performance indicators (KPIs) and provide recommendations for optimization.
• Continuous Improvement: Identify opportunities for process improvement.
• Reporting: Prepare and present detailed reports and summaries of dashboards to branches, cross-functional teams, and management.
• Collaboration: Work closely with cross-functional teams and network across CAT to support task completion and solve problems in real time.
• Other duties as assigned.

Supervisory Responsibilities

This job has no supervisory responsibilities.

Qualifications

To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable qualifying individuals to perform the essential functions.

Education and/or Experience

• Education: Bachelor’s degree in Supply Chain, Business, Finance, Data Science, or a related field; Master’s degree preferred.
• Experience: 3-5 years of experience in an analytical role, preferably in Inventory Control, Supply Chain, and/or purchasing.
• Technical Skills: Strong understanding of Inventory Management, statistical analysis, and systems. Proficiency in data analysis tools and software (e.g., Outlook, Teams, Excel, Power BI).
• Communication: Excellent communication and presentation skills, with the ability to convey complex information in a clear and concise manner.
• Collaboration & Problem Solving: Highly collaborative and comfortable networking across CAT teams, with strong skills in real-time problem-solving.

Workplace Requirements

The physical demands and work environment described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

Physical Demands

While performing the duties of this Job, the employee is regularly required to stand; walk; use hands to finger, handle, or feel; reach with hands and arms and talk or hear. The employee is frequently required to sit. The employee must frequently lift, carry, push, pull and /or otherwise move up to 25 pounds. Specific vision abilities required by this job include close vision, distance vision, peripheral vision, depth perception and ability to adjust focus.

Work Environment

While performing the duties of this Job, depending on site location, the employee may be exposed to moving mechanical parts and equipment. The employee may occasionally be exposed to high, precarious places, fumes or airborne particles; outside weather conditions and vibration. The employee may occasionally be exposed to wet and/or humid conditions; toxic or caustic chemicals; extreme cold; extreme heat and risk of electrical shock. The noise level in some work environments is occasionally loud.

We are an Equal Opportunity Employer

We require all employees to treat all our employees and candidates as equals. All personnel actions are conducted in the spirit of equal employment. We’re committed to recruit, train, promote and retain associates without regard to race, color, religion, gender, gender identification and expression, national origin, marital status, age, disability, genetic information, military status, sexual orientation or any other characteristic protected by applicable local, state or federal laws.

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