Change Management and Training Lead

Caterpillar•Chicago, IL

About The Position

Caterpillar’s Cat Digital organization is developing a scalable, modern ERP solution for Caterpillar dealers using Microsoft Dynamics 365 and Azure Integration Services. This next-generation platform is designed to use pre-configured business processes, optimized workflows, and AI-powered automation to streamline operations, accelerate digital capability deployment, and improve customer experience across the global dealer network. The ERP transformation Change Management Lead provides change management thought leadership, guidance, and support for dealers and internal teams to help accelerate adoption of the Cat ERP solution. The role owns dealer training strategy and execution and serves as a delivery orchestrator for a newly launched strategic initiative, aligning teams to milestones, managing risks and dependencies, and supporting consistent, high-quality outcomes.

Requirements

  • Knowledge of effective planning techniques and ability to contribute to operational, tactical, and strategic planning in support of business plans.
  • Knowledge of project administration best practices and ability to use organizational strategies, practices, and tools to administer projects.
  • Knowledge of decision-making processes and techniques, with the ability to analyze situations and make productive decisions based on informed judgment.
  • Knowledge of data gathering and reporting tools, techniques, and processes, and ability to apply them in a company department or division.
  • Knowledge of application implementation and ability to help end users perform specific tasks using organizational software.
  • Hands-on experience with Microsoft Dynamics 365 in a product, process, or deployment leadership role.
  • Technical background and a solid understanding of IT systems and how they interact.
  • Ability to manage multiple projects and work with several dealers simultaneously.
  • Working knowledge of Azure DevOps.
  • Advanced knowledge of Excel, Microsoft PowerPoint, and Microsoft Project Pro.
  • Proficiency with collaboration tools such as SharePoint and Teams, and dashboards such as Power BI.
  • Strong analytical skills to interpret requirements and support decision-making.
  • Exceptional facilitation and stakeholder management abilities.
  • Experience presenting to and interacting with executive leaders.

Nice To Haves

  • Previous agile training, including sprint planning, daily scrums, sprints, and retrospectives.
  • Knowledge of the Caterpillar digital portfolio.
  • Knowledge of Caterpillar dealer operations.

Responsibilities

  • Provide dealer and internal change management support, thought leadership, and guidance to promote effective adoption of the Cat ERP solution using Microsoft Dynamics 365.
  • Manage day-to-day change management project activities, including project responsibilities and schedules, and develop contingency plans for potential risks.
  • Develop and execute the dealer training strategy, including its approach, tools, processes, and resourcing to support dealer change efforts.
  • Implement internal change management best practices and align change efforts across workstreams.
  • Support stakeholder updates to influence changes in behavior and processes.
  • Manage intake of product features through the DRB from Product teams to support adoption and understanding for go-to-market execution.
  • Develop and deploy a dealer change management framework and guidance to support uptake of the Cat ERP solution.
  • Educate global users on change management processes, methods, and systems.
  • Participate in business requirements gathering, document requirements, and support development with internal partners on necessary tooling.
  • Identify opportunities to improve the dealer experience and accelerate time to market.
  • Track key metrics and assess whether change management initiatives are successful, embedded, and effective.
  • Build and share knowledge through channels such as blogs, workshops, and training sessions.
  • Educate end users, champions, and stakeholders to help make the transition or transformation beneficial and reduce anxiety or fear.
  • Measure transition or transformation success using dashboard and business intelligence tools.

Benefits

  • Medical, dental, and vision benefits
  • Paid time off plan, including vacation, holidays, and volunteer time
  • 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
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