Overview
Remote
Depends on Experience
Contract - Independent
Contract - W2
Contract - 12 Month(s)
Skills
OCM
CRM
Job Details
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.
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