Lerch Bates Benefits Overview

Administer and support Microsoft 365, Entra ID, Intune, Purview and related cloud tools; troubleshoot hardware, software, network and endpoint issues; support business applications; maintain backup/disaster recovery; partner on security, compliance, and infrastructure projects; mentor junior staff and document procedures for a distributed, multi-office workforce.

Serve as the internal CRM and technology strategy expert, designing scalable CRM architecture, data governance, and business solutions. Partner with IT, vendors, and stakeholders to define requirements, evaluate emerging technologies (including AI), and improve processes, reporting, and user experience across the enterprise.

Coordinate and produce high-quality proposals, qualifications packages, presentations, and marketing collateral using InDesign and Microsoft Office. Manage proposal schedules, contract documentation, and stakeholder input while ensuring accuracy, branding consistency, and timely delivery across multiple service lines.