Key Responsibilities
- Develop and execute enterprise-level change management strategies aligned with organizational goals, ensuring adoption of sales transformation initiatives, CRM platforms, and business process improvements.
- Lead impact assessments and change readiness evaluations to identify risks, opportunities, and dependencies; create mitigation plans and stakeholder strategies.
- Design comprehensive change management plans encompassing communication, training, coaching, change leadership development, and resistance management across all organizational levels.
- Serve as the primary liaison between frontline operations and senior leadership, gathering field feedback, synthesizing insights, and translating business needs into actionable change initiatives.
- Develop and deliver strategic communication campaigns that clearly articulate change rationale, benefits, and implementation timelines to diverse stakeholder groups.
- Lead workshops, training programs, and executive coaching sessions to build change leadership capability among managers and functional leaders.
- Mentor and coach senior leaders and managers through organizational transitions, providing tools, frameworks, and guidance to effectively lead their teams through change.
- Partner with cross-functional teams (Sales Operations, Marketing, Product, Technology, HR) to ensure change management activities are integrated into project timelines and aligned with strategic milestones.
- Monitor change adoption metrics and program effectiveness; identify gaps and implement course corrections to optimize outcomes.
- Identify emerging risks and resistance patterns; develop proactive mitigation strategies and influence stakeholder buy-in at all organizational levels.
- Stay current with industry best practices, emerging change management methodologies, and technology trends to continuously enhance the organization's change capability.
- Build and maintain a centralized change management resource repository including templates, playbooks, training materials, and lessons learned documentation.
Required Qualifications
- Bachelor’s degree in Business Administration, Organizational Psychology, Human Resources, or related field.
- 7–10 years of demonstrated experience in enterprise change management, with significant focus on sales transformation, organizational restructuring, or technology adoption within banking or financial services.
- Proven experience driving successful adoption of complex business systems and processes across large, geographically distributed teams.
- Deep familiarity with banking industry operations, sales processes, customer engagement strategies, and regulatory considerations.
- Demonstrated expertise in developing and executing change management strategies that result in sustainable adoption of new processes, tools, and organizational structures.
- Advanced proficiency in creating strategic communications and change narratives tailored to executive, management, and frontline audiences.
- Expert-level knowledge of change management methodologies and frameworks; experience facilitating organizational transitions in complex, matrix environments.
- Advanced proficiency in Microsoft Office Suite (Excel, PowerPoint, Word, Visio, Teams) and experience with change management software platforms.
- Strong data analytics capabilities; ability to measure, report on, and interpret change adoption metrics and program effectiveness.
- Proven track record of coaching, developing, and mentoring leaders to drive change within their organizations.
- Demonstrated ability to influence and build consensus across senior leadership and cross-functional teams without direct authority.
- Strong problem‑solving and strategic thinking skills; ability to address complex organizational challenges and develop innovative solutions.
Key Competencies
- Strategic Change Leadership
- Stakeholder Management & Influence
- Organizational Psychology & Change Adoption
- Communication & Executive Presence
- Cross‑Functional Collaboration
- Project & Program Management
- Data‑Driven Decision Making
- Coaching & Leadership Development
- CRM & Technology Adoption
- Sales Process & Revenue Enablement
- Resilience & Adaptability
- Business Acumen & Industry Knowledge
Preferred Qualifications
- Degree in Business Administration, Organizational Development, or related field.
- Salesforce CRM implementation or adoption experience.
- Experience with change management tools and platforms (e.g., Prosci, AIM, change tracking software).
- Background in sales operations or sales enablement.
- Certification in change management (e.g., Prosci ADKAR, ICF coaching certification).
- Experience working with distributed or remote teams across multiple time zones and geographies.
- Knowledge of data analytics tools (Power BI, Tableau) for change adoption reporting.
Success Metrics
- Successful adoption rates of transformation initiatives (measured 90+ days post‑implementation).
- Reduction in change‑related resistance and employee attrition during transition periods.
- Timely completion of change management plans aligned with project milestones.
- Stakeholder satisfaction scores on change communication and support effectiveness.
- Development of change leadership capability among mentored leaders (360‑degree feedback improvements).
- Contribution to revenue growth and operational efficiency targets through successful change execution.
- Continuous improvement in organizational change readiness and change management maturity scores.
Texas Capital is an Equal Opportunity Employer.
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