Innovation Technology Specialist

Department:
Innovation Lerch Bates is seeking an Innovation Technology Specialist to help shape the future of how our business leverages technology, data, and emerging solutions. This strategic role serves as the bridge between business operations and technology, ensuring our systems are thoughtfully designed, scalable, and aligned with long-term organizational goals before development begins.

As an Innovation Technology Specialist, you will serve as the internal expert for CRM strategy, system architecture, data governance, and technology evaluation. Working closely with business leaders, IT, and external development partners, you'll design solutions that improve operational efficiency, strengthen data integrity, and enhance the employee experience. You'll also evaluate emerging technologies, including AI, to identify practical opportunities that support innovation across the organization.

This position is ideal for a systems thinker who enjoys solving complex business challenges, improving processes, and influencing technology strategy in a collaborative, fast-paced environment.

Become an Employee-Owner One of the biggest advantages of working at Lerch Bates is that we are 100% employee-owned through our Employee Stock Ownership Plan (ESOP).Unlike many companies that offer only a salary and retirement plan, eligible employees receive company-funded ESOP shares at no cost to them as part of their long-term retirement benefits.

As Lerch Bates grows, employee-owners share in the company's success. For many employees, the ESOP becomes one of the most valuable financial benefits of their career by helping build meaningful long-term wealth in addition to their salary and traditional 401(k).When you join Lerch Bates, you are not just building better buildings. You also have the opportunity to build your financial future alongside the company's success.

About Lerch Bates:

Lerch Bates (LB) is a global technical consulting firm focused on improving how buildings perform for owners, designers, and the people who use them every day. For more than 75 years we’ve partnered on some of the world’s most complex and high-profile projects. Today we provide Total Building Performance expertise that integrates Building Science and Building Flow into a unified delivery model.

Our work spans design, construction, investigation, repair, rehabilitation, management, and modernization with one consistent goal: helping clients make confident, well-informed decisions in an increasingly complex built environment.

We are 100% employee-owned through our ESOP. That means when the company succeeds, our employee-owners share in that success. It's more than a retirement benefit—it's an ownership mindset backed by the opportunity to build long-term financial value while helping shape the future of the company.

What You’ll Do:

The duties listed below are intended only as illustrations of the various types of work that may be performed in this position. They are not intended to prescribe or restrict the assignments that management may make.

CRM Strategy & Platform Management Serve as the internal subject matter expert for CRM platform strategy, architecture, and best practices, with a primary focus on Microsoft Dynamics 365.Design and maintain scalable CRM data models, workflows, business processes, reporting structures, and system integrations.

Evaluate current CRM capabilities and develop recommendations to support future growth and business objectives.

Partner with IT teams, vendors, and external developers to ensure technical solutions align with business requirements and long-term strategy.

Technology Strategy & Solution Design Evaluate business needs and recommend technology solutions that are scalable, user-friendly, and maintainable.

Define business requirements, functional specifications, and success criteria before development begins.

Provide strategic guidance on build-versus-buy decisions, system enhancements, and technology investments.

Ensure proposed solutions support operational workflows and business objectives rather than simply addressing individual feature requests.

Data Governance & Business Intelligence Establish and…