Job Description

Job Description

Job Description

Location: Phoenix, Dallas, Chicago, or Peoria – Hybrid
Pay Rate: $29/hr
Duration: 12 months , starting approximately 10/12/26
Schedule: Monday–Friday, 1st shift – 3 days onsite per week
Travel: 0–25%

About the Role:
This position will support the Cat Converge Suite Product Team as a bridge between North American Caterpillar dealers and product teams. The role will focus on business process modeling, dealer discovery, requirements development, process validation, and cross-functional collaboration to support product delivery and improve alignment between dealer business needs and technology solutions.

Key Responsibilities:

• Own and document end-to-end business processes across Levels 4–6
• Work directly with Caterpillar dealers to generate and validate business requirements
• Lead Dealer Discovery Workshops and prepare supporting materials and questions
• Partner with Product Teams to assess fit/gap against Microsoft Dynamics 365 capabilities
• Validate proposed solutions with dealers and obtain stakeholder sign-off
• Maintain Mavim process flows, documentation, and operational playbooks
• Develop and maintain detailed business process flows
• Document dealer requirements and support Functional Design Document (FDD) sign-off
• Conduct solution demos to support dealer education and discovery
• Gather insights from the Dealer Advisory Board
• Coach dealers on Dynamics 365 and Cat Converge Suite
• Perform business process modeling, analysis, and improvement
• Collaborate with product teams, business stakeholders, and implementation partners

Requirements:

• 2–4 years of relevant experience
• Degree in Finance or Accounting or relevant Finance/Accounting certifications
• Experience with Microsoft Dynamics 365 or similar ERP platforms
• Experience working with global stakeholders and customers
• Experience with Mavim or similar process modeling tools
• Experience documenting business requirements and process flows
• Experience with Functional Design Documents (FDDs)
• Strong workshop facilitation and stakeholder alignment skills
• Ability to translate business needs into system requirements
• Strong analytical, structured thinking, communication, and documentation skills
• Strong accounting/finance background
• Must be local to Phoenix, Dallas, Chicago, or Peoria , or clearly willing to relocate at their own expense and be onsite from day one

At Swoon, we believe the future is built by great teams working on the technologies that keep the world running. That’s why we focus on more than just filling roles. We help companies build the right teams at the right time – teams that move big ideas forward.

Across the US and Canada, leading organizations trust us to leverage our expertise to help them build, secure, and scale the technologies that are shaping tomorrow. The result isn’t just successful hires. It’s a hiring journey that’s as rewarding as the outcome: teams that thrive, cultures that grow stronger, and results that exceed expectations.

Because at the end of the day, we exist to help companies and people achieve their boldest ambitions.

Company Description

At Swoon, we believe the future is built by great teams working on the technologies that keep the world running. That’s why we focus on more than just filling roles. We help companies build the right teams at the right time – teams that move big ideas forward.\r\n\r\nAcross the US and Canada, leading organizations trust us to leverage our expertise to help them build, secure, and scale the technologies that are shaping tomorrow. The result isn’t just successful hires. It’s a hiring journey that’s as rewarding as the outcome: teams that thrive, cultures that grow stronger, and results that exceed expectations.\r\n\r\nBecause at the end of the day, we exist to help companies and people achieve their boldest ambitions.

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