Senior Portfolio Strategy Manager - Electric Power

Career Area:
Sales

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.

About the Electric Power Division (EPD)

Caterpillar's Electric Power Division (EPD) offers integrated solutions, parts, and services to meet the needs of our various commercial and industrial electric power customers. EPD supports a wide range of customer applications across the globe, including providing back-up power to hospitals, providing emergency power when natural disasters strike, and supporting critical infrastructure for data centers, municipalities, and more. With a rich history of more than 95 years in the electric power business, our team has world-class expertise and a proven ability to adapt to changing demands. We’re committed to providing sustainable and reliable solutions to our customers. Join our team to help build a better, more sustainable world for future generations!

Job Summary

The Senior Technical Sales Portfolio Strategy Manager – Electric Power is responsible for driving portfolio-level integration, optimization, and decision-making across the North American Electric Power Solutions business.

The primary purpose of this role is to ensure business leaders and cross-functional stakeholders can make informed portfolio decisions by identifying, assessing, and managing the business implications of changes in customer demand, project requirements, generator set availability, technical configuration, sourcing, manufacturing capacity, and customer commitments.

The position serves as a critical integration point across Commercial, Technical Sales Support, Application Engineering, Product Groups, Supply Chain, Manufacturing, Operations, and Project Management. It uses demand, order, capacity, technical, and financial inputs from these organizations to evaluate cross-portfolio impacts, develop scenarios, recommend tradeoffs, and drive actions that optimize revenue, profitability, customer commitments, and utilization of constrained resources. This integration responsibility is consistent with the broader portfolio-governance role established in the supporting documentation.

The role also owns the Solutions portfolio governance cadence, including proceed at risk (P@R), ensuring changes and risks are evaluated across the portfolio and translated into clear actions, decisions, and executive escalations.

What You Will Do

Manage Portfolio Implications & Business Priorities

Serve as the portfolio-level integrator responsible for understanding how changes in one area of the business affect other projects, customers, capacity commitments, supply requirements, financial outcomes, and delivery commitments.

The supporting governance model specifically calls for portfolio-level tradeoff decisions based on capacity, variable margin, revenue impact, strategic customer importance, and broader business objectives.

Own Portfolio Governance & P@R

Lead the cross-functional governance processes needed to convert portfolio changes and risks into business actions and decisions.

- Own the cross-organizational portfolio meeting cadence, including the proceed at risk P@R process.

- Facilitate portfolio reviews focused on changes, risks, constraints, dependencies, and decisions.
- Lead weekly key generator-set action discussions as required.
- Determine the portfolio-level implications of material changes affecting planned build slotting or sourcing.
- Develop and evaluate alternative scenarios.
- Identify and assign required remediation actions.
- Track significant actions through resolution.
- Recommend actions necessary to optimize sales opportunities, generator allocation, and manufacturing capacity.
- Communicate portfolio capacity and availability implications to Commercial and Sales leadership.
- Recommend portfolio availability positions or statements for stakeholder approval.

Drive Portfolio & Executive Decision Support

Provide leaders with concise, actionable information to support timely portfolio decisions.

- Develop portfolio analytics and executive reporting.

- Monitor portfolio-level revenue, variable margin, capacity, supply, and demand considerations.
- Highlight significant forecast-versus-LOS discrepancies.
- Provide portfolio risk and opportunity assessments.
- Identify decisions requiring leadership intervention.
- Develop recommendations and alternatives rather than simply escalating problems.
- Support executive decisions on capacity expansion, sourcing, allocation, customer prioritization, and portfolio tradeoffs.

Support Capacity Optimization, Slotting & Resource Allocation

Ensure constrained manufacturing capacity and critical resources are deployed against the highest-value and most executable opportunities.

Lead Generator Set Supply & Technical Alignment

Provide the portfolio-level connection between generator set supply, Solutions capacity, project demand, and technical requirements.

Translate Portfolio Data into Actionable Business Insight

Leverage portfolio data provided by Demand Management and other functions to identify emerging issues, opportunities, and cross-business implications.

Translate data into insights, recommended actions, decisions, and escalations, rather than simply reporting status.

Protect Executable Demand & Customer Commitments

Ensure portfolio decisions are based on demand that can realistically be converted into executable customer commitments.

What You Will Have

Customer Focus: Knowledge of the values and practices that align customer needs and satisfaction as primary considerations in all business decisions and ability to leverage that information in creating customized customer solutions.

Level Extensive Experience:

• Fosters strong customer relationships via delivery on commitments, open communication, and on-going feedback/improvement.

• Advises others on creating customer focused environments in various scenarios.

• Anticipates customer needs, focusing efforts to proactively meet needs and exceed customer expectations.

Decision Making and Critical Thinking: Knowledge of the decision-making process and associated tools and techniques; ability to accurately analyze situations and reach productive decisions based on informed judgment.

Level Extensive Experience:

• Differentiates assumptions, perspectives, and historical frameworks.

• Assesses and validates decision options and points and predicts their potential impact.

• Advises others in analyzing and synthesizing relevant data and assessing alternatives.

• Uses effective decision-making approaches such as consultative, command, or consensus.

Effective Communications: Understanding of effective communication concepts, tools and techniques; ability to effectively transmit, receive, and accurately interpret ideas, information, and needs through the application of appropriate communication behaviors.

Level Extensive Experience:

• Adapts documents and presentations for the intended audience.

• Communicates well downward, upward, and outward.

• Employs appropriate methods of persuasion when soliciting agreement.

• Maintains focus on the topic at hand.