Teams at Lerch Bates

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.

Design elevator, escalator, and moving-walk layouts; produce and coordinate Revit/CAD drawings with project teams, consultants, and architects; research and apply codes/specifications; manage project tasks, schedules, and client communication.