A leading Automotive Finance company, located in Irvine, CA is seeking a Sr. PM/ OCM & Training Lead for a 6-12+ month contract role. This role is a hybrid role and requires 2-3 days a week onsite.
Position Summary
The OCM & Training Lead will be responsible for leading all Organizational Change Management (OCM), business readiness, communications, training strategy, and training material development activities for the LOS Modernization Program.
This role will work across Business, Operations, IT, Digital, Training, and Vendor teams to ensure impacted users are prepared for process, system, and organizational changes resulting from the implementation of the new Salesforce-based Loan Origination System.
The ideal candidate will have extensive experience leading change initiatives for large-scale transformation programs and developing end-user training materials, job aids, communications, and learning content.
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Key Responsibilities
Organizational Change Management
* Develop and execute the overall change management strategy for the LOS Modernization Program.
* Conduct stakeholder impact assessments and readiness assessments.
* Identify organizational, process, role, and technology impacts.
* Develop mitigation plans to address change resistance and adoption risks.
* Create and maintain change management plans, roadmaps, and readiness metrics.
* Partner with business leaders to champion organizational adoption.
Business Readiness
* Lead business readiness planning and execution across all impacted business areas.
* Coordinate readiness assessments and go-live preparedness reviews.
* Identify process, policy, procedure, and operational changes required to support the new LOS platform.
* Ensure all business units are prepared for deployment and adoption.
Communications Management
* Develop and execute program communication strategies.
* Create executive communications, newsletters, status updates, FAQs, and stakeholder messaging.
* Build communication plans tailored to various stakeholder groups.
* Coordinate project announcements, leadership updates, and business engagement activities.
Training Strategy & Development
* Develop the overall training strategy, curriculum, and learning framework.
* Create role-based training plans for end users, managers, operations teams, and support teams.
* Define training schedules, delivery methods, and success measures.
* Coordinate training environments and training logistics.
Training Material Development
The OCM & Training Lead will be responsible for developing or overseeing creation of:
* Instructor-led training materials
* Participant guides
* Facilitator guides
* Job aids
* Quick reference guides
* Standard operating procedures (SOPs)
* E-learning content
* System simulations
* Process flow documentation
* Training videos
* Knowledge articles
* FAQs
* Business process documentation
* Release communications
* Adoption toolkits
Training Delivery & Adoption
* Facilitate instructor-led training sessions and workshops.
* Coordinate train-the-trainer activities.
* Measure training effectiveness and user adoption.
* Collect feedback and adjust training materials as needed.
* Track training completion and readiness metrics.
Stakeholder Engagement
* Partner closely with business leaders, operations teams, SMEs, and vendors.
* Facilitate stakeholder workshops and change impact sessions.
* Support leadership alignment on organizational readiness decisions.
* Act as a trusted advisor to executives regarding change risks and adoption strategies.
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Required Qualifications
* Bachelor"s degree in business, Organizational Development, Communications, Education, HR, or related field.
* 8+ years of experience leading Organizational Change Management initiatives.
* 5+ years of experience developing enterprise training materials and learning content.
* Experience supporting large-scale technology transformation programs.
* Strong communication, facilitation, and presentation skills.
* Experience managing multiple stakeholder groups and competing priorities.
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Preferred Qualifications
* Financial Services, Banking, Lending, or Automotive Finance experience.
* Salesforce transformation experience.
* Prosci Change Management certification.
* PMP certification.
* Experience with LMS platforms and e-learning development tools.
* Experience creating video-based and self-service learning content.
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Key Deliverables
Change Management
* OCM Strategy & Roadmap
* Stakeholder Impact Assessment
* Change Readiness Assessment
* Adoption Metrics Dashboard
* Business Readiness Plan
Communications
* Executive Communications
* Program Newsletters
* Stakeholder Communications
* FAQs
* Leadership Talking Points
Training
* Training Strategy
* Curriculum Plan
* Training Schedule
* Instructor Guides
* Participant Guides
* Job Aids
* Quick Reference Materials
* Process Documentation
* E-Learning Modules
* Training Videos
* Knowledge Articles
Readiness & Adoption
* Business Readiness Assessments
* Go-Live Readiness Reports
* Training Completion Metrics
* Adoption Reporting
* Post-Go-Live Support Plans
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Key Success Metrics
* End-user training completion rates
* User adoption rates
* Business readiness milestones achieved
* Stakeholder satisfaction scores
* Reduction in post-go-live support issues
* Successful deployment readiness assessments
* Achievement of targeted adoption goals