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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.

Your Work Shapes the World

Whether it be groundbreaking products, best in class solutions or creating a lifelong career, you can do the work that matters at Caterpillar. With a 95-year legacy of quality and innovation and 150 locations in countries around the world, your impact spans the globe.

When you join Caterpillar, you are joining a team of makers, innovators and doers. We are the people who roll up our sleeves and do the work to build a better world. We don’t just talk about progress and innovation. We make it happen. And we are proud of that, because it helps our customers build and power the world we live in – the roads, hospitals, homes and infrastructure. Without a dedicated workforce Caterpillar could not effectively meet our customer’s needs. Join us.

Description

The key role of this assignment is that of an individual contributor.

Basic Qualifications

Top Candidates will also have

About ISG:

Wanted: dynamic and creative individuals ready to connect with a like-minded team. You’ll enjoy all the autonomy you need to help our clients make their digital infrastructure faster and more effective. Free reign for free spirits doesn’t mean you’ve got to go it alone. Over 1400 teammates from around the globe are eager to help you out when things get down to wire. Their expertise will put you on the winning path and keep you there. So, get ready to kickstart your career with a team that’s connected – connected by freedom.:

ISG is a leader in subscription research, advisory and strategy consulting services for senior business and IT executives, technology and software vendors and business / IT services providers. Our mission is to help our clients make better business decisions and create new business value through trusted and objective insights into the key market trends and emerging technologies driving real change.

Position Summary:

The Client Relations Executive will be responsible for providing personalized customer service and support to both information technology outsourcing (ITO) & business process outsourcing (BPO) and telecommunications network service providers through ISG’s Research practice.

This role has a formalized career path developed by the ISG Research Executive Leadership team allowing a Client Relations Executive to pursue specific areas of subject matter expertise. These areas pertain to our business, e.g. strategic account development, benchmarking, client renewal efforts, marketing, etc. The career paths may be geared towards those who seek a management or individual contributor role within ISG Research.

This role is a critical one to ISG Research’s business and the firm. We seek candidates who have exceptional client facing and time management skills as well as a strong fluency with English.

The candidate will be responsible for monitoring and tracking progress of all clients; conduct onboarding sessions, enable client renewals of subscription advisory services; communicate with both internal and external stakeholders, and general support of the Provider Services sales team on related opportunities/questions/issues.

The candidate will be required to have knowledge of ISG Research’s products including ISG Momentum services and other related services as they become relevant

Roles and Responsibilities:

• Manage interaction with ISG Research’s existing clients (IT, BPO and Network service providers)
• Liaison between provider and ISG Advisory community
• Identify proper usage of momentum services by scheduling advisor briefings and workshop for the clients aligned to client’s objectives of the program
• Consultatively work with clients to ensure they see value out of their relationship with ISG; conduct on-boarding calls and regular cadence calls
• Drive and manage monthly/quarterly targets of usage of services per client assigned
• Provide an overview on ISG Tools, services and offerings purchased and track their usage regularly.
• Identify concerns of the client, if any. Compile suggestions to improve our products and manage the feedback process.
• Track and update client activity on a proprietary CRM Tool and create reports on a monthly/quarterly basis.

Skills Required:

• A minimum of 3-4 years ’ experience in Client relationship and account management, marketing, and sales support function.
• Time management skills - The ability to juggle multiple projects with aggressive deadlines
• Stakeholder Management - The ability to proactively troubleshoot client issues and work the client to resolve their issues in a satisfactory manner. This includes understanding the client issues, working with internal research and IT team members to resolve the issue, and communicate clearly and positively with the client throughout the process
• Consultative - The ability to understand the importance of reporting to client measurement programs and to be able to discuss these concepts with clients
• Adaptive and Collaborative - The ability to work a flexible schedule, collaborating with US and European and APAC regions. Will occasionally require evening work hours
• Cross Functional Teamwork - Exceptional cross-group collaboration skills with proven track record of breaking down silos and working with others to maximize impact
• Communication - Excellent written and verbal communication is a must, previous experience in working directly with global clients in the Americas, Europe and APAC will be helpful

Education level:

• Bachelor’s Degree with a diploma in Marketing/Operations

At ISG, we don’t just accept difference — we celebrate it, we support it, and we thrive on it for the benefit of our employees, our clients, and our communities. We are committed to building a team that represents a variety of backgrounds, perspectives, and skills. ISG is proud to be an equal opportunity workplace and we are committed to creating an inclusive environment for all employees. The more diverse and inclusive we are, the better our work will be.

The duties and responsibilities described in this job description may not be a comprehensive list. Additional tasks may be assigned to the employee from time to time and/or the scope of the job may change as necessitated by business demands.

About ISG:

Wanted: dynamic and creative individuals ready to connect with a like-minded team. You’ll enjoy all the autonomy you need to help our clients make their digital infrastructure faster and more effective. Free reign for free spirits doesn’t mean you’ve got to go it alone. Over 1400 teammates from around the globe are eager to help you out when things get down to wire. Their expertise will put you on the winning path and keep you there. So, get ready to kickstart your career with a team that’s connected – connected by freedom.:

ISG is a leader in subscription research, advisory and strategy consulting services for senior business and IT executives, technology and software vendors and business / IT services providers. Our mission is to help our clients make better business decisions and create new business value through trusted and objective insights into the key market trends and emerging technologies driving real change.

Position Summary:

The Client Relations Executive will be responsible for providing personalized customer service and support to both information technology outsourcing (ITO) & business process outsourcing (BPO) and telecommunications network service providers through ISG’s Research practice.

This role has a formalized career path developed by the ISG Research Executive Leadership team allowing a Client Relations Executive to pursue specific areas of subject matter expertise. These areas pertain to our business, e.g. strategic account development, benchmarking, client renewal efforts, marketing, etc. The career paths may be geared towards those who seek a management or individual contributor role within ISG Research.

This role is a critical one to ISG Research’s business and the firm. We seek candidates who have exceptional client facing and time management skills as well as a strong fluency with English.

The candidate will be responsible for monitoring and tracking progress of all clients; conduct onboarding sessions, enable client renewals of subscription advisory services; communicate with both internal and external stakeholders, and general support of the Provider Services sales team on related opportunities/questions/issues.

The candidate will be required to have knowledge of ISG Research’s products including ISG Momentum services and other related services as they become relevant

Roles and Responsibilities:

• Manage interaction with ISG Research’s existing clients (IT, BPO and Network service providers)
• Liaison between provider and ISG Advisory community
• Identify proper usage of momentum services by scheduling advisor briefings and workshop for the clients aligned to client’s objectives of the program
• Consultatively work with clients to ensure they see value out of their relationship with ISG; conduct on-boarding calls and regular cadence calls
• Drive and manage monthly/quarterly targets of usage of services per client assigned
• Provide an overview on ISG Tools, services and offerings purchased and track their usage regularly.
• Identify concerns of the client, if any. Compile suggestions to improve our products and manage the feedback process.
• Track and update client activity on a proprietary CRM Tool and create reports on a monthly/quarterly basis.

Skills Required:

• A minimum of 3-4 years’ experience in Client relationship and account management, marketing, and sales support function.
• Time management skills - The ability to juggle multiple projects with aggressive deadlines
• Stakeholder Management - The ability to proactively troubleshoot client issues and work the client to resolve their issues in a satisfactory manner. This includes understanding the client issues, working with internal research and IT team members to resolve the issue, and communicate clearly and positively with the client throughout the process
• Consultative - The ability to understand the importance of reporting to client measurement programs and to be able to discuss these concepts with clients
• Adaptive and Collaborative - The ability to work a flexible schedule, collaborating with US and European and APAC regions. Will occasionally require evening work hours
• Cross Functional Teamwork - Exceptional cross-group collaboration skills with proven track record of breaking down silos and working with others to maximize impact
• Communication - Excellent written and verbal communication is a must, previous experience in working directly with global clients in the Americas, Europe and APAC will be helpful

Education level:

• Bachelor’s Degree with a diploma in Marketing/Operations

At ISG, we don’t just accept difference — we celebrate it, we support it, and we thrive on it for the benefit of our employees, our clients, and our communities. We are committed to building a team that represents a variety of backgrounds, perspectives, and skills. ISG is proud to be an equal opportunity workplace and we are committed to creating an inclusive environment for all employees. The more diverse and inclusive we are, the better our work will be.

The duties and responsibilities described in this job description may not be a comprehensive list. Additional tasks may be assigned to the employee from time to time and/or the scope of the job may change as necessitated by business demands.

About ISG:

Wanted: dynamic and creative individuals ready to connect with a like-minded team. You’ll enjoy all the autonomy you need to help our clients make their digital infrastructure faster and more effective. Free reign for free spirits doesn’t mean you’ve got to go it alone. Over 1400 teammates from around the globe are eager to help you out when things get down to wire. Their expertise will put you on the winning path and keep you there. So, get ready to kickstart your career with a team that’s connected – connected by freedom.:

ISG is a leader in subscription research, advisory and strategy consulting services for senior business and IT executives, technology and software vendors and business / IT services providers. Our mission is to help our clients make better business decisions and create new business value through trusted and objective insights into the key market trends and emerging technologies driving real change.

Position Summary:

The Client Relations Executive will be responsible for providing personalized customer service and support to both information technology outsourcing (ITO) & business process outsourcing (BPO) and telecommunications network service providers through ISG’s Research practice.

This role has a formalized career path developed by the ISG Research Executive Leadership team allowing a Client Relations Executive to pursue specific areas of subject matter expertise. These areas pertain to our business, e.g. strategic account development, benchmarking, client renewal efforts, marketing, etc. The career paths may be geared towards those who seek a management or individual contributor role within ISG Research.

This role is a critical one to ISG Research’s business and the firm. We seek candidates who have exceptional client facing and time management skills as well as a strong fluency with English.

The candidate will be responsible for monitoring and tracking progress of all clients; conduct onboarding sessions, enable client renewals of subscription advisory services; communicate with both internal and external stakeholders, and general support of the Provider Services sales team on related opportunities/questions/issues.

The candidate will be required to have knowledge of ISG Research’s products including ISG Momentum services and other related services as they become relevant

Roles and Responsibilities:

• Manage interaction with ISG Research’s existing clients (IT, BPO and Network service providers)
• Liaison between provider and ISG Advisory community
• Identify proper usage of momentum services by scheduling advisor briefings and workshop for the clients aligned to client’s objectives of the program
• Consultatively work with clients to ensure they see value out of their relationship with ISG; conduct on-boarding calls and regular cadence calls
• Drive and manage monthly/quarterly targets of usage of services per client assigned
• Provide an overview on ISG Tools, services and offerings purchased and track their usage regularly.
• Identify concerns of the client, if any. Compile suggestions to improve our products and manage the feedback process.
• Track and update client activity on a proprietary CRM Tool and create reports on a monthly/quarterly basis.

Skills Required:

• A minimum of 3-4 years ’ experience in Client relationship and account management, marketing, and sales support function.
• Time management skills - The ability to juggle multiple projects with aggressive deadlines
• Stakeholder Management - The ability to proactively troubleshoot client issues and work the client to resolve their issues in a satisfactory manner. This includes understanding the client issues, working with internal research and IT team members to resolve the issue, and communicate clearly and positively with the client throughout the process
• Consultative - The ability to understand the importance of reporting to client measurement programs and to be able to discuss these concepts with clients
• Adaptive and Collaborative - The ability to work a flexible schedule, collaborating with US and European and APAC regions. Will occasionally require evening work hours
• Cross Functional Teamwork - Exceptional cross-group collaboration skills with proven track record of breaking down silos and working with others to maximize impact
• Communication - Excellent written and verbal communication is a must, previous experience in working directly with global clients in the Americas, Europe and APAC will be helpful

Education level:

• Bachelor’s Degree with a diploma in Marketing/Operations

At ISG, we don’t just accept difference — we celebrate it, we support it, and we thrive on it for the benefit of our employees, our clients, and our communities. We are committed to building a team that represents a variety of backgrounds, perspectives, and skills. ISG is proud to be an equal opportunity workplace and we are committed to creating an inclusive environment for all employees. The more diverse and inclusive we are, the better our work will be.

The duties and responsibilities described in this job description may not be a comprehensive list. Additional tasks may be assigned to the employee from time to time and/or the scope of the job may change as necessitated by business demands.

Position Summary The Client Relations Specialist (CRS) manages a boutique to mid-size book of client service centric businesses with templated HR needs.

The CRS is responsible for being an advocate for the clients, as well as the internal departments, from the time of completion of the client onboarding through the maintenance and retention process, as well as utilizing the tools provided to increase adoption rates of products and services and increase client retention rates.

Essential Duties and Responsibilities The essential functions include, but are not limited to the following • Responsible for acting as a liaison between client and internal operations to ensure a positive working relationship with assigned book of clients • Run point on following client retention processes to retain at risk relationships • Work with internal teams, client, and agent to achieve a high rate of client retention • User set-up and training of our client facing web-based payroll and custom reporting software • Work proactively to facilitate solutions as challenges present themselves • Maintain open communication regarding clients with the necessary internal teams • Assist in the tracking and completion of team projects and initiatives • Review weekly reports to assist with client retention efforts • Review monthly reports to analyze trends Track client repricing requests to ensure timely responses • Analyze data and review procedures and policies to determine answers to clients’ questions • File and maintain client records • Coordinate the resolution of client issues • Perform administrative support tasks, as needed, by the Client Relations team • Process and prepare memos, correspondence, or other documents • Schedule appointments and maintain and update appointment calendars • Act as support for their respective region when team members are traveling • Oversees the operational structural needs of the client to ensure data integrity • Nurture relationships with business owners, client company contacts, marketing agents and internal staff and departments • Escalate and resolve areas of concern, as raised by clients or internal departments • Monitor company performance against service level agreements and flag potential issues • Interact with clients to gain knowledge of their business model and drivers, HR practices, goals, and objectives • Assist with the execution of the service plans by evaluating progress of activities and service requests • Collaborate with internal departments to ensure seamless delivery of services to clients.

Gather and distribute voice of customer feedback to appropriate internal departments • Build cross-functional partnerships to address issues and manage escalations.

Leverage internal relationships to identify opportunities, trends, and process improvements • Successfully manage client expectations in a fast-paced environment • Introduce and drive adoption of new products and services to client • Assist in announcing to clients, changes in compliance using various communication formats • Act as part of a team to continually develop and create improved processes and procedures • Performing annual deliverables client reviews • Responsible for providing online HR guidance and templated HR deliverables, such as handbooks, wage and hour, job descriptions, learning management and other federal and state mandates • Travel (local and long distance) may be required to meet with clients face to face or meet via telephone on a scheduled basis, as determined by size of client, to ensure they are receiving great service and are taking advantage of and utilizing products and services offered.