Terri Sinclair

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Sr Change Management Consultant

Coastal

Feb 2026 - Current (9 months)

I create and lead change management and enablement strategies for clients.

Director Human Centered Change Management

govSlackers

Oct 2025 - Current (1 year 1 month)

Lead change management efforts supporting public-sector organizations as they modernize how work gets done. Design human-centered change strategies, develop training and enablement programs, support leaders through transition, and drive adoption of new tools, processes, and ways of working.

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PQ (Positive Intelligence) Coach

Sep 2025 - Current (1 year 2 months)

I partner with individuals and teams to build their mental fitness. Clients transform how they respond to stress, unlock consistent performance, and shift from self‑sabotage to clarity and creativity using the PQ framework. What I Do: -Help clients identify their dominant Saboteurs -Design tailored coaching plans that combine daily PQ practices with one-on-one or team coaching sessions, accountability support, and habit building. -Guide clients in applying the Sage Powers to real challenges, enabling them to shift from reaction to calm, creative, resourceful action even under stress. -Monitor progress using mental fitness metrics and feedback loops to create sustainable behavior change. -Support clients to embed mental fitness into leadersh

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Change Management Consultant

May 2025 - Oct 2025 (6 months)

Lead change management activities of Salesforce Sales Cloud and Agentforce AI customized for Optum Health.

Change Mangement Consultant

Zennify

Oct 2023 - Feb 2024 (5 months)

Primary Responsibilities include:
• Lead one or more work streams on the different components of OCM activities (change management, organizational alignment, communications, and training)
• Work with Project Team and Client Stakeholders to apply behavioral tools to assess the impact of change on organizations, using assessments of organizational culture, performance and readiness for change
• Utilize an incremental change approach to create potential solutions, including change deliverables
• Provide oversight and guidance to client training & knowledge transfer
• Develop Change Management requirements and strategies
• Define activities to support change and transition initiatives
• Create sponsor roadmaps

Change Management Consultant

Neocol

Feb 2023 - Sep 2023 (8 months)

Salesforce Implementation consulting for: Sales Cloud, Field Services, Financial Services Cloud, CPQ (Configure-Price-Quote), Heath Cloud, Tableau, Einstein, CRM Analytics, Enablement Sites (formerly myTrailhead), Experience Sites (formerly Community Cloud). Familiar with Classic and Lightning.
• Lead change through all phases of implementation from discovery to go-live
• Ensure companies get ROI from Salesforce investment by leading change and enablement projects
• Design and deliver training from strategy to participant guides including video creation and QRGs
• Use Prosci’s ADKAR method
• Produce change documentation including change strategy and plan, stakeholder analysis, readiness assessment survey, impact ass

Change and Training Consultant

Datasite

Jun 2022 - Dec 2022 (7 months)

Salesforce CPQ Implementation Project

Business - Executive - Performance Coach & Speaker

GrowthSpace

Jan 2022 - Current (4 years 10 months)

I help individuals strengthen their Leadership, Communication, and Coaching skills. I partner with them to reach their personal and professional goals.  Proud to be part of an innovative company. Let’s grow together!  #SkillDevelopment #ProfessionalGrowth #Growthspace #Leadership #ExpertLedLearning

Sr Change Lead, BT Enablement

Salesforce

Aug 2021 - Mar 2022 (8 months)

Ensuring the Business Technology Readiness and Enablement team offers best-in-class learning programs to support change and adoption from intake through implementation. Duties include: --Develop and maintain visually appealing learning material such as training presentations, job aids, and playbooks (use of Camtasia, Quip, Astros Course Tracker, etc.) --Identify learning gaps and opportunities to improve user experience --Develop, maintain, and execute a change management plan from intake to completion --Collaborate with global cross-functional teams and stakeholders (Slack, Chatter, Quip, etc.) --Measure and report on readiness, change impact (people, systems, processes etc.), and project risks --Evaluate project success including training

Change Management Consultant

Mphasis Silverline

Jun 2020 - Jul 2023 (3 years 2 months)

Responsible for leading the delivery of change management and training services and related deliverables focused on ensuring successful user adoption and performance based on Silverline’s proven process for Change Management. Focused on projects in the Salesforce CRM ecosystem including Sales Cloud, Financial Services Cloud, HealthCloud, Marketing Cloud, Experience Cloud, Enablement Sites (myTrailhead), Pardot, Salesforce Shield, etc. Industries include wealth management, banking and credit unions, healthcare, and more.

Salesforce Human Centered Change Consultant and Certified Instructor

Apogee Change Enablement Solutions

Oct 2019 - Feb 2026 (6 years 5 months)

Providing change and training services to Salesforce.com customers through the training and change partner network. Helping clients implement and adopt their Salesforce solution. Clients include: Honeywell, TransUnion, Nike

Change Management Consultant

Acumen Solutions

Oct 2019 - Mar 2020 (6 months)

Using the Prosci methodology, I focus on the people side of change, including changes to business processes, systems and technology, job roles and organization structures. Create and implement change management strategies and plans that maximize employee adoption and usage and minimize resistance. Work to drive faster adoption, higher ultimate utilization of, and proficiency with, the changes that impact employees.

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Facilitator/Virtual Facilitator

Jul 2019 - Feb 2026 (6 years 8 months)

Training program and training material development Virtual and classroom training (ILT) delivery Salesforce reports and dashboards Salesforce sales and power user

Client Development Manager

Allied Solutions LLC

Oct 2017 - May 2018 (8 months)

Licensed individual insurance producer in Casualty, Health, Life, and Property. Client training and coaching to help financial institutions drive rapid and scalable success. F&I training and development of staff for various protection products like, GAP (guaranteed asset protection), MBP (mechanical breakdown protection), life, disability, mortgage protection, etc. Create, coordinate, and maintain learning projects related to client goals. Implement learning that is on budget and delivered on time. Plan, schedule, and lead project meetings, which provide status updates to stakeholders and sponsors. Collaborate with project stakeholders to collect requirements, maintain schedules, and provide product and sales skills expertise. Create and ex

Salesforce Consultant, Coach, Trainer

JPW Consulting

Oct 2016 - Jun 2019 (2 years 9 months)

Lead and support sales enablement and end-user training of Salesforce.com lightning and classic. Consult through all phases of implementation including discovery, and UAT (user acceptance testing). Use gamification in adoption plan to ensure 90% and higher adoption rates. Google suite and Quip tools for eLearning design collaboration Experience with Waterfall, Agile, Scrum, Kanban, Scrumban, and Prosci's ADKAR project management and change management strategies.

Faculty Trainer

American Management Association

Aug 2016 - Feb 2026 (9 years 7 months)

Responsible for client delivery, including executive coaching, group program delivery, and facilitation. Experienced, confident facilitator who is accustomed and committed to delivering high-quality, high-value services to clients. Ability to catalyze leader development in a variety of goals and perspectives.

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Producer (contractor)

Sep 2015 - Oct 2017 (2 years 2 months)

I create the space where attendees can think outside the box. Research shows that learners retain up to 90% more in this interactive environment over the traditional webinar. Experienced with Adobe Connect, WebEx, and GoToMeeting platforms.

Independent Account Executive

Green Living magazine

Sep 2011 - Sep 2016 (5 years 1 month)

I help eco-friendly businesses target their customers through innovative print, digital, and event advertising. In addition, I'm a freelance writer for the magazine, offering content collaboration to small businesses who are missing this resource. I partner with #Michael P. Moriarty Photography to provide a complete promotional package of services.

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Cloud Coach (consultant)-Change Management and Sales Enablement

Jun 2011 - Dec 2016 (5 years 7 months)

Lead and support enablement and adoption plan. Coach and provide accountability to entrepreneurs, managers, and sales executives to increase pipeline revenue up to 400%. Manage projects with business analysis, content design, deliver on milestones, and ensure client stakeholders are successful.

Executive Accountability Coach & Training Manager

ActionCOACH USA

Nov 2010 - Jun 2011 (8 months)

I ensured ActionCOACH business owners achieved the goals they set. I was responsible for initial, and ongoing, training for franchisee business owners. I provided individual and group coaching to ensure sales and business targets were met or exceeded. Coach and provide accountability to franchisee owners that increased corporate royalties by over 20%. Design blended or hybrid learning to include group coaching, webinars, classroom, podcast, and field trip experiences.

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Sales and Marketing Manager

Center for Employment Dispute Resolution

May 2009 - Jul 2010 (1 year 3 months)

I helped doctor-owned medical practices get the HR services they needed to protect their assets. Results included: ・Double prospective client database by crafting and maintaining internet and social media marketing campaigns. ・ 99% retention rate of current clients by writing training newsletters and providing tools for conflict resolution. ・Proficiency with Infusionsoft, Linked-in, Twitter and Facebook marketing software, Yelp, Foursquare and other geolocation marketing software, YouTube, SlideShare and Vimeo video marketing software. ・Sales and training presentations with webinar and teleseminar technology to increase awareness of brands, products, and services.

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Owner, Speaker, Transformational Coach at Terri Sinclair LLC

develup, Terri Sinclair LLC

Oct 2008 - Current (18 years 1 month)

I help executives, service, and sales professionals push past their comfort zone and into the results zone. For executive coaching work, I use Marshall Goldsmith's methodology to conduct 360 feedback, and coach leaders to meet or exceed stakeholders' goals, or I don't get paid. For Toastmaster contestants and TEDx speakers, my poised and powerful presentations coaching yields awards and future invitations to speak. For team building, I use Patrick Lencioni's 5 Dysfunctions of a Team to create 1-of-a-kind team building experiences that are way beyond rope courses or trust falls, and yield up to 78% increase in productivity. For leadership, I'm certified in Ken Blanchard Situational Leadership. I coach leaders to flex their style resulting in

Senior Trainer (independent contractor)

Baker Communications, Inc.

Feb 2008 - Dec 2016 (8 years 11 months)

Training facilitation that gets results. Most popular topics: Exceptional Presentation Skills, Win-Win Negotiations, Consultative Selling Skills, Exceptional Management Skills, Business Writing, Exceptional Customer Service. Intuitive grasp of what motivates sales professionals that leads to 100% satisfaction on post-training evaluations. Convert public class leads into onsite class sales, and assist in customization of hybrid or face-to-face course design.

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Real Estate Appraiser

Brittex Appraisal Svc

Aug 2003 - Mar 2004 (8 months)

I performed residential and commercial appraisals working toward the 2500 hours needed to be certified. Proven Skills: -A thorough understanding of appraisal methodology -Solid math and business skills -A precise attention to detail -A strong analytical skill set -Customer service skills -Organizational and time-management skills -Problem-solving skills Completed Courses: -USPAP Course -Basic Appraisal Principles -Basic Appraisal Procedures -Florida Appraisal Law -National Appraising for the Supervisor and Trainee

Contract Trainer

SkillPath

Jul 2002 - Feb 2009 (6 years 8 months)

I designed and delivered engaging and participatory face-to-face and virtual training to audiences from 1-3000 with entry level to C-suite participants. Evaluation comments cite many ‘aha’ moments, and scores earned me the 'highest rated' award from 2004-2008. My most popular topics were: ・Communication ・Business Writing ・Emotional Intelligence ・Leadership ・Customer Service I trained 10s of 1000s of individuals from 1000s of companies in the USA, Europe, and Australia. In addition to training, I merchandised back-of-the-room resources. I matched participant need with appropriate resources to exceed company set sales quota.

Sales Executive

Cox Communications

Nov 2001 - Aug 2002 (10 months)

I helped businesses get their 30 seconds of fame on cable TV. As an outside sales executive, I consulted with businesses in achieving their goals: lead and demand generation and brand awareness. My success was built on my talents at cold-calling, needs-based selling, and creative commercial production.

Account Executive

Welcome Wagon

Jan 2001 - Dec 2001 (1 year)

I helped homeowners meet the service providers that matter. Since 1928 Welcome Wagon has been connecting homeowners to local businesses. While I exceeded sales goals on listings for the traditional print directory, I also led the northeast region in digital sales. My success was due to my strong technical user and training background.

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Project Manager-Systems Administrator and Trainer

Lucent/Outsourcing Unlimited Inc.

Aug 1999 - Mar 2001 (1 year 8 months)

I brought advanced telephony technology to 500+ businesses across the northeast. As a project manager, I led all aspects of project delivery from installation to client training of Lucent's cutting edge phone and voicemail systems. This was the time when T1 lines and VoIP were starting to get mainstream. I acted as the first system administrator, and then trained a company-designated administrator. I managed all aspects of project coordination, including coordinating contractors and vendors. Succeeded in relationship building with all levels of Lucent personnel to attain 'Top Producer Award' in northeast territory.

Training Consultant

Bank of America

Jan 1991 - Jan 1997 (6 years 1 month)

I supported internal business goals through training and development. With various certifications in leadership and sales training, I executed training programs throughout the southwest region, to include: private banking, mortgage lending, and credit card divisions. This was a time of great innovation in personal computers with the introduction of Windows. I spearheaded these efforts by upgrading department software and leading computer skills training. I created and published department newsletter and calendar to promote department offerings. I coordinated team to integrate new call center technology for growing credit card division of company which increased retention rates over 40% Led classes on Microsoft Windows products including Mic

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Terri Sinclair

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