Fleet Optimization Advisor

About the role

The Fleet Optimization Advisor serves as a strategic digital advisor to key enterprise customers, driving executive-level conversations that align Caterpillar digital solutions with customer business objectives and operational outcomes.

Responsibilities

• Serve as a strategic digital advisor to key enterprise customers, driving executive-level conversations that align Caterpillar digital solutions with customer business objectives and operational outcomes.
• Proactively assess fleet performance, system health, and connectivity to identify risks, uncover opportunities, and deliver continuous improvement recommendations.
• Lead comprehensive fleet connectivity audits and translate insights into actionable strategies that improve utilization, uptime, and cost efficiency.
• Act as the highest level of technical and functional escalation resource, resolving complex application, integration, and data challenges with a focus on root cause elimination and long-term stability.
• Collaborate directly with Caterpillar and internal stakeholders to influence product enhancements, integrations, and roadmap alignment based on real-world customer needs.
• Champion digital adoption by designing and executing tailored enablement strategies for customers, sales teams, and field technicians—ensuring measurable value realization.
• Own and lead customer-facing digital transformation initiatives, driving adoption of Caterpillar applications through structured workflows, governance, and change management practices.
• Operate with a high degree of autonomy to prioritize, manage, and resolve critical issues across multiple systems, ensuring exceptional responsiveness and accountability.
• Oversee and continuously improve ticketing and support workflows, ensuring service excellence, rapid resolution, and a premium customer experience.
• Partner in the validation, testing, and deployment of new technologies, releases, and system enhancements to ensure seamless integration into customer environments.
• Design and deliver advanced reporting, analytics, and insights that enable data-driven decision-making at both operational and executive levels.

Qualifications

• High school diploma or equivalent
• Computer/internet savvy with advanced troubleshooting capabilities
• Strong proficiency in Microsoft Excel and ability to create detailed reports
• Excellent written and verbal communication skills for documentation and coaching purposes
• Strong customer service orientation with a commitment to providing white-glove service
• Demonstrated ability to mentor and coach team members to improve performance and knowledge
• Familiarity with Caterpillar dealer systems, digital platforms, and service processes
• Experience with construction equipment, telematics, and fleet management systems

Preferred Qualifications

• Experience with data analysis and performance metrics reporting
• Experience managing enhancement requests and collaborating with OEMs or technology partners
• Knowledge of best practices for process improvement and efficiency optimization

Additional Skills/Attributes

• Advanced Analysis & Documentation: Ability to perform in-depth analysis of technical and operational issues, document findings, and provide actionable insights.
• Leadership & Coaching: Skilled at mentoring internal & external customers, fostering growth, and ensuring adherence to best practices.
• Critical Thinking & Problem Solving: Capable of identifying root causes, implementing effective solutions, and anticipating future challenges.
• Resourcefulness: Adept at leveraging tools, systems, and networks to resolve complex issues efficiently.
• Continuous Improvement Mindset: Committed to streamlining processes, improving efficiency, and enhancing customer experience.
• Excellent Communication Skills: Essential for building strong relationships with customers, technicians, and partners like Caterpillar.
• Customer Service Orientation: Demonstrates urgency and professionalism in providing superior, white-glove service.
• Report Creation & Enhancement Management: Ability to generate accurate reports, track performance metrics, and manage system enhancement requests.
• Teamwork & Independence: Thrives in collaborative environments while maintaining autonomy in managing responsibilities.

Physical Demands/Environmental Conditions

• Light: Occasionally Lift/Carry/Lower 1 – 15 Lbs, seldom Lift/Carry/Lower 15 – 30 Lbs, never Lift/Carry/Lower +30 Lbs.
• Corporate Offices: Climate controlled environment. Work under florescent lighting. Moderate noise levels. Possible noise and vibrations carried over from the shop.

Values at Yancey Bros. Co.

• Safety: We value the lives and health of our team and customers above all else.
• Integrity: We are ethical and trustworthy, demonstrate respect for others, and communicate truthfully and promptly.
• Teamwork: We work as one across our organization for the benefit of our customers.

What We Offer

• Competitive Pay Structure
• Individual Bonus Opportunities Available
• Tech Tool Allowance
• Full Medical, Vision and Dental Coverage
• Employee Wellness Programs
• Paid Vacations and More