About The Position

Develop and execute onboarding strategies for digital platforms including parts ecommerce, equipment management, and other customer-facing tools.  Coordinate customer and employee training sessions, ensuring materials are clear, updated, and consistent across all business units.  Lead cross-functional digital engagement committees focused on improving customer experience, removing friction points, and increasing tool adoption.  Partner with Marketing to build value messaging, customer communications, and awareness campaigns that promote the digital tool suite.  Oversee the Onboarding Specialist and Parts Ecommerce Administrator, ensuring timely completion of onboarding tasks, troubleshooting, and customer support.  Work closely with Operations leadership to align digital initiatives, share adoption metrics, and improve internal understanding of tool workflows.  Identify trends in customer behavior and provide recommendations to improve activation, retention, and usage.  Maintain internal documentation, training resources, and system guides for all digital tools.  Serve as a liaison between Foley and Caterpillar digital teams, sharing insights and supporting ongoing program improvements.  Collaborate with stakeholders to track KPIs, maintain dashboards, and recommend strategies to drive performance improvements.  Support departmental goals by contributing to continuous improvement, participating in meetings, and sharing feedback across departments.

Requirements

  • High School or equivalent required
  • Minimum 3–5 years of experience in digital operations, customer success, training, or related fields
  • Strong verbal and written communication skills
  • Ability to manage projects from planning through execution
  • Experience with Microsoft Office, Word, Excel, Adobe Reader and other related software

Nice To Haves

  • Bachelor's degree preferred.
  • Experience in customer onboarding or SaaS adoption preferred.

Responsibilities

  • Develop and execute onboarding strategies for digital platforms
  • Coordinate customer and employee training sessions
  • Lead cross-functional digital engagement committees
  • Partner with Marketing to build value messaging, customer communications, and awareness campaigns
  • Oversee the Onboarding Specialist and Parts Ecommerce Administrator
  • Work closely with Operations leadership to align digital initiatives
  • Identify trends in customer behavior and provide recommendations
  • Maintain internal documentation, training resources, and system guides
  • Serve as a liaison between Foley and Caterpillar digital teams
  • Collaborate with stakeholders to track KPIs, maintain dashboards, and recommend strategies
  • Support departmental goals by contributing to continuous improvement
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