Change Enablement & Learning Strategist

Sandra Ogden ********@*****.*** • 518-***-**** • Sand Lake, NY •

Linkedin Profile

SUMMARY

Change enablement and learning strategist with a track record of driving behavior change at scale through training, incentive alignment, and operational improvements. Experienced in partnering with cross-functional leaders to influence how teams adopt new systems, prioritize work, and sustain performance improvements. Skilled to translating complex initiatives-including technology and process transformations-into actionable behaviors, measurable outcomes, and scalable adoption frameworks. Known for using data, feedback loops, and experimentation to continuously refine change strategies.

CORE CAPABILITIES

Behavior Change & Adoption Strategies

Incentive & Performance Alignment

Operating Model & Workflow Design

Cross-Functional, non-authoritative influencing

Change Experiments & Pilot Programs

Metrics, Feedback Loops & Continuous Improvement

Learning Strategy & Enablement at Scale

Stakeholder Engagement & Executive Communications

PROFESSIONAL EXPERIENCE

Cetera Financial Group – Corporate Trainer & E-Learning Specialist - Service

Aug 2023 – Apr 2025

Led enterprise-wide enablement efforts supporting technology launches, regulatory changes, and M&A integrations, translating complex initiatives into clear behavioral expectations and workflows.

Partnered with leadership, GTM, and enablement teams to align training, communication, and operational readiness – ensuring adoption of new tools and processes.

Designed and delivered scalable learning and change intervention (ILT, vILT, microlearning) that improved service performance consistency across teams.

Built and maintained feedback loops (assessments, surveys, performance data) to measure adoption and continuously refine training and change strategies.

Acted as lead trainer for core enterprise platforms (Salesforce, AdviceWorks, NICE, My Advice Architect, Netx360+), shaping how employees interacted with systems and executed daily work.

Cetera Financial Group – Customer Service Specialist / AdviceWorks Support

Dec 2021 – Aug 2023

Delivered advanced support and real-time coaching to financial professionals and staff, influencing system adoption and effective usage behaviors.

Identified patterns in user challenges and partnered with internal teams to improve process, documentation, and training interventions.

Reduced ticket volume by 15% by addressing root cause through education, workflow improvements, and proactive enablement.

Facilitated peer coaching sessions that improved system navigation and reinforced best practices across teams.

Maintained high-quality data and documentation standards, supporting governance and operational consistency.

Cetera Financial Group – Financial Advisor Sales Assistant

Apr 2020 – Dec 2021

Supported operational transitions, including full and accurate conversion of client portfolios to new systems – reinforcing adoption of new tools and processes.

Assisted Advisors in adapting to new workflows, tools, and compliance requirements.

Balanced client service, operational execution, and change adoption in a fast-paced environment.

Sassinating Salon and Spa LLC – Owner/Operator

Dec 2016 – Nov 2019

Built and managed a service-based business, designing team processes, performance expectations, and client experience standards.

Recruited, trained, and managed staff, driving a 30% increase in client retention through improved service behaviors and engagement strategies.

Implemented performance reviews and operational improvements to optimize profitability and team accountability.

Established compliance, safety, and governance practices to ensure consistent execution and quality standards.

EDUCATION

Hudson Valley Community College – A.A.S., Information Technology

Spencer Business Institute – Business Management

CERTIFICATIONS

Certified Scrum Master (SCM)

Instructional Design

Artificial Intelligence

TOOLS & METHODS

Learning & Change Frameworks (ADDIE, SAM, iterative design)

LMS Digital Learning Platforms

Data-Driven Evaluation & Feedback Systems

Workflow & Process Documentation

Virtual Facilitation & Scalable Enablement

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