Fleet Optimization Advisor

Job Description

Job Description

Who We Are:

From Georgia. For Georgia. Since 1914 Yancey Bros. Co. has proudly served as the authorized Caterpillar equipment dealer for Georgia, providing our customers with the highest quality sales, parts and service. From Caterpillar heavy and compact construction equipment to on-highway trucks, we remain committed to learning more about our customers, offering equipment and support to keep up with their changing needs. This all starts with our greatest asset…our employees.

What You Will Be Doing:

The Fleet Optimization Advisor will be seen as the subject expert for Caterpillar's digital suite and will act as the company in contact for analysis, application questions, training, data utilization, and best practices. This role represents the highest tier of digital consulting—an elite team entrusted with solving the most complex customer challenges, driving enterprise adoption, and setting the standard for excellence in digital solutions.

Primary 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.

Additional Responsibilities:

• Serve as a subject matter expert and trusted resource for all Caterpillar digital applications, confidently addressing complex technical and functional inquiries.
• Collaborate cross-functionally with sales, operations, and support teams to deliver seamless customer experiences, including pricing, order lifecycle, and issue resolution support.
• Lead integration efforts with third-party platforms, including API strategy, data mapping, and validation to ensure scalable, high-quality data exchange.
• Provide governance and oversight for critical administrative systems, including Dealer Services Portal and Customer Administration tools, ensuring accuracy, compliance, and efficiency.
• Manage and resolve high-impact asset exceptions (e.g., stolen, missing, or damaged equipment) with urgency, professionalism, and attention to detail.
• Ensure accuracy and integrity of subscription billing through detailed reconciliation and proactive issue resolution.
• Model and uphold the highest standards of safety, professionalism, and operational excellence in all activities.
• Take ownership of additional strategic initiatives and responsibilities as required to support business growth and customer success
• Participate in required safety program, and work in a safe manner
• Additional duties as assigned by manager

Who We Are Looking For:

This role represents the highest tier of digital consulting—an elite team entrusted with solving the most complex customer challenges, driving enterprise adoption, and setting the standard for excellence in digital solutions.

Education/Experience:

• High school diploma or equivalent

Required Qualifications/Skills:

• Computer/internet savvy with advanced troubleshooting capabilities
• Strong proficiency in Microsoft Excel and ability to create detailed reports
• Ability to analyze complex technical issues and communicate solutions clearly to internal teams, external customers, and OEM partners
• Excellent written and verbal communication skills for documentation and coaching purposes
• Strong customer service orientation with a commitment to providing white-glove service
• Ability to thrive in a fast-paced environment, prioritize effectively, and manage multiple projects simultaneously while maintaining accuracy and professionalism
• Demonstrated ability to mentor and coach team members to improve performance and knowledge
• Experience with construction equipment, telematics, and fleet management systems

Preferred Qualifications/Skills:

• Familiarity with Caterpillar dealer systems, digital platforms, and service processes
• Background in 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 Needed:

• 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, we are always looking to add people to our team who share our core values:

• 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.

Ideal candidates will demonstrate the following values:

• Acting in a safe manner
• Exhibiting honesty and integrity
• Acting in a fair and ethical manner
• Team mentality
• Delivering quality results
• Embraces change / improvement
• Exhibiting superior customer service skills
• Exhibiting pride and ownership
• Working with a sense of urgency
• Exhibiting a winning attitude 

What We Offer:

Yancey Bros. Co. offers a full benefits package that includes aggressive compensation levels, technician tool allowances, full medical, vision and dental coverage, employee wellness programs, paid vacations and more.

Competitive Pay Structure

• Competitive Pay
• Individual Bonus Opportunities Available
• Technician Tool Allowance
• 401k Plan Strong Company Match
• Employee Profit Sharing
• Financial Wellness Coaching

Employee Wellness Program

• Medical, Vision, Dental Insurance
• Prescription Drug Coverage
• Flexible Spending Accounts
• Short & Long Term Disability
• Group Life Insurance

Personal Time Off

• Paid Holidays
• Paid Sick Leave 

Career Development

• Tuition Reimbursement
• Ongoing Training 
• Advancement Opportunities