Forms Operations Team Lead

Caterpillar Inc.

Form Operations Team Lead managing global marketing forms strategy across Caterpillar for enhanced customer engagement. Leading governance and operations for streamlined form experiences and effective lead generation.

Posted 7/29/2026full-timePeoria • Illinois, Texas • 🇺🇸 United StatesSenior💰 $128,470 - $192,710 per yearWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in enterprise marketing forms strategy, governance, and operations, with a strong focus on lead generation, data quality, and customer-centric experiences. Proven ability to optimize processes, drive operational excellence, and collaborate across teams to enhance marketing effectiveness.

Highest-signal resume keywords

Marketing OperationsForms ManagementSalesforce Marketing Cloud (SFMC)Lead GenerationData Governance

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Lead Capture ProcessesCustomer Data QualityConversion Rate OptimizationProcess ImprovementMarketing Automation

Soft Skills

Analytical SkillsProblem-SolvingStakeholder ManagementProject ManagementCross-Functional Collaboration

Tools & Technologies

CRM PlatformsMarketing Automation ToolsData Quality ToolsReporting Tools

Industry Keywords

B2B MarketingB2C MarketingCustomer ExperienceOperational EfficiencyGovernance Frameworks

Tech Stack

Tools & technologies

Cloud

About the role

Key responsibilities & impact

Lead enterprise marketing forms strategy, governance, and operations.
Define and maintain standards, best practices, and processes for marketing forms and marketable contacts.
Partner with business units, demand generation, CRM, and analytics teams to support lead generation objectives.
Establish and manage the enterprise forms portfolio, including governance, lifecycle management, and reuse strategies.
Drive marketable contact growth by creating streamlined, customer-centric form experiences that improve engagement and conversion.
Serve as the enterprise SME for forms strategy, governance, and contact acquisition.
Oversee the administration and operational management of enterprise marketing forms.
Monitor form performance, data quality, compliance, and operational efficiency.
Lead resolution of form, data capture, integration, and process issues.
Collaborate with CRM and marketing automation teams to ensure seamless data flow and customer experiences.
Identify opportunities to improve conversion rates, usability, and operational efficiency.
Develop reporting and insights to measure form effectiveness and business impact.
Evaluate and recommend process improvements, automation, and new technologies.
Provide strategic guidance on forms, lead capture, and marketable contact best practices.
Drive continuous improvement across form operations, governance, and performance.

Requirements

What you’ll need

Bachelor’s degree in Business, Marketing, Marketing Technology, Communications, or related field.
Experience in marketing operations, forms management, lead generation, CRM, or marketing automation.
Working knowledge of Salesforce Marketing Cloud (SFMC) and marketing automation capabilities to support contact acquisition, customer journeys, and enterprise marketing initiatives.
Strong understanding of marketable contact acquisition, data governance, consent management, and customer data quality.
Experience managing enterprise-scale marketing forms and lead capture processes across multiple business units or regions.
Knowledge of CRM, marketing automation, customer data, and lead management platforms.
Experience optimizing customer-facing digital experiences, conversion paths, and form performance.
Strong analytical, problem-solving, troubleshooting, and decision-making skills.
Excellent verbal, written, and stakeholder management skills.
Proven ability to develop and implement scalable processes, standards, and governance frameworks.
Experience driving operational excellence, process improvement, and automation initiatives.
Ability to manage multiple priorities and deliver results in a fast-paced environment.
Strong project management and organizational skills.
B2B and/or B2C marketing experience within large, complex organizations.
Experience building and maintaining process documentation, standards, and internal communications.
Active learner with a passion for emerging technologies, customer experience, and continuous improvement.
Exceptional customer service and cross-functional collaboration skills.

Benefits

Comp & perks

Medical, dental, and vision benefits*
Paid time off plan (Vacation, Holidays, Volunteer, etc.)*
401(k) savings plans*
Health Savings Account (HSA)*
Flexible Spending Accounts (FSAs)*
Health Lifestyle Programs*
Employee Assistance Program*
Voluntary Benefits and Employee Discounts*
Career Development*
Incentive bonus*
Disability benefits
Life Insurance
Parental leave
Adoption benefits
Tuition Reimbursement * These benefits also apply to part-time employees