OCM Specilaist
Posted 4 days ago by 1764657804
Negotiable
Outside
Remote
USA
Summary: The OCM Specialist with CRM will lead change management initiatives related to the implementation and optimization of CRM platforms such as Microsoft Dynamics 365 and Salesforce. This role focuses on enhancing user adoption, reducing resistance, and ensuring seamless business operations across various functions. The ideal candidate should possess strategic thinking abilities and extensive experience in CRM transformation and stakeholder engagement.
Key Responsibilities:
- Develop and execute CRM-specific change management strategies aligned with business goals.
- Conduct change impact assessments and readiness evaluations across business units.
- Define success metrics and track adoption, utilization, and proficiency.
- Build and manage a Change Agent Network across sales, service, and IT teams.
- Partner with executive sponsors, program managers, and platform owners to align change efforts.
- Facilitate workshops and governance forums to drive alignment and resolve resistance.
- Design and deliver targeted communication plans and training programs.
- Create CRM onboarding journeys tailored to different user personas.
- Ensure consistent messaging across channels and geographies.
- Track and report on change KPIs, including adoption rates, feedback loops, and business impact.
- Maintain dashboards and readiness reports to inform leadership and guide interventions.
- Document all change activities and maintain audit-ready records.
Key Skills:
- Bachelor's degree in Business, Organizational Development, or related field (Master's preferred).
- 10+ years of experience in change management, with 5+ years focused on CRM implementations.
- Certifications: PROSCI, PMP, CCMP, or equivalent.
Salary (Rate): undetermined
City: undetermined
Country: USA
Working Arrangements: remote
IR35 Status: outside IR35
Seniority Level: undetermined
Industry: Other
Detailed Description From Employer:
Role: OCM Specialist with CRM
REMOTE
W2 ROLE
The CRM Change Management Lead will spearhead organizational change initiatives tied to the rollout and optimization of CRM platforms (e.g., Microsoft Dynamics 365, Salesforce). This role is pivotal in driving user adoption, minimizing resistance, and ensuring business continuity across sales, service, and marketing functions. The ideal candidate will be a strategic thinker with hands-on experience in CRM-enabled transformation, stakeholder engagement, and change enablement across enterprise environments.
Key Responsibilities
Strategy & Planning
- Develop and execute CRM-specific change management strategies aligned with business goals.
- Conduct change impact assessments and readiness evaluations across business units.
- Define success metrics and track adoption, utilization, and proficiency.
Stakeholder Engagement
- Build and manage a Change Agent Network across sales, service, and IT teams.
- Partner with executive sponsors, program managers, and platform owners to align change efforts.
- Facilitate workshops and governance forums to drive alignment and resolve resistance.
Communication & Enablement
- Design and deliver targeted communication plans and training programs.
- Create CRM onboarding journeys tailored to different user personas.
- Ensure consistent messaging across channels and geographies.
Monitoring & Reporting
- Track and report on change KPIs, including adoption rates, feedback loops, and business impact.
- Maintain dashboards and readiness reports to inform leadership and guide interventions.
- Document all change activities and maintain audit-ready records.
Required Qualifications
- Bachelor s degree in Business, Organizational Development, or related field (Master s preferred).
- 10+ years of experience in change management, with 5+ years focused on CRM implementations.
- Certifications: PROSCI, PMP, CCMP, or equivalent.
Key Responsibilities
Strategy & Planning
- Develop and execute CRM-specific change management strategies aligned with business goals.
- Conduct change impact assessments and readiness evaluations across business units.
- Define success metrics and track adoption, utilization, and proficiency.
Stakeholder Engagement
- Build and manage a Change Agent Network across sales, service, and IT teams.
- Partner with executive sponsors, program managers, and platform owners to align change efforts.
- Facilitate workshops and governance forums to drive alignment and resolve resistance.
Communication & Enablement
- Design and deliver targeted communication plans and training programs.
- Create CRM onboarding journeys tailored to different user personas.
- Ensure consistent messaging across channels and geographies.
Monitoring & Reporting
- Track and report on change KPIs, including adoption rates, feedback loops, and business impact.
- Maintain dashboards and readiness reports to inform leadership and guide interventions.
- Document all change activities and maintain audit-ready records.
Required Qualifications
- Bachelor s degree in Business, Organizational Development, or related field (Master s preferred).
- 10+ years of experience in change management, with 5+ years focused on CRM implementations.
- Certifications: PROSCI, PMP, CCMP, or equivalent.
5