Preferred Technologies, LLC

Learning and Development

• Coordinate logistics for training programs, onboarding, workshops, and events (scheduling, facilities, materials, equipment)
• Manage participant registration, enrollment, scheduling, and communications across all training activities
• Maintain the SIA training calendar with clear visibility across teams and locations
• Ensure alignment between course readiness, scheduling, and delivery
• Coordinate and distribute training communications (announcements, schedules, reminders, updates)
• Serve as the primary point of coordination between instructors, leadership, HR, and external partners
• Manage communication channels (SharePoint, Teams, Engage, email) to ensure clear and timely information
• Maintain consistent messaging aligned with company and SIA objectives
• Administer and maintain the Learning Management System (LMS), including user access, course setup, and learning paths
• Ensure LMS structure is organized, up to date, and aligned with training programs
• Assign training programs, courses, and learning paths by role and development needs
• Troubleshoot system issues and coordinate resolutions with vendors or internal teams
• Maintain accurate records of training, attendance, certifications, and competency progress
• Ensure data integrity across LMS and competency tracking systems
• Manage documentation of training evidence and employee development progress
• Support onboarding and required training assignments in coordination with HR and leadership
• Generate reports on training participation, completion, certifications, and competency progress
• Provide data to support program evaluation, planning, and decision-making
• Track training costs and assist with budget coordination
• Support audits, reporting requests, and documentation of training processes
• Coordinate with external training providers, manufacturers, and vendors to support program delivery
• Support scheduling, communication, and logistics for partner-led training events
• Maintain relationships to ensure alignment with Pref-Tech expectations
• Support execution of SIA initiatives, campaigns, and training programs
• Identify opportunities to improve training coordination, LMS structure, and reporting processes
• Assist in developing documentation, user guides, and standardized processes
• Leverage digital tools and AI to improve efficiency and organization

Training Coordinator

Executive Assistant

• Manage the President’s inbox by triaging messages, drafting responses, routing requests, and escalating only those requiring executive judgment.
• Maintain high standards of written communication, including clarity, tone, grammar, and professionalism.
• Proactively manage calendar scheduling, resolve conflicts, and protect time for deep, strategic work.
• Coordinate meetings by confirming agendas, objectives, and required materials when appropriate.
• Assist with operating and managing the President’s Commitment Tracking System (CTS) using Microsoft To Do.
• Prepare routine documents for review and signature.
• Leverage Microsoft 365 tools (Outlook, Teams, SharePoint, OneDrive, Word, Excel, PowerPoint) to improve consistency and efficiency.
• Identify recurring inefficiencies, time leaks, and process breakdowns, recommending and implementing improvements.

• Manage the President’s inbox by triaging messages, drafting responses, routing requests, and escalating only those requiring executive judgment.
• Maintain high standards of written communication, including clarity, tone, grammar, and professionalism.
• Proactively manage calendar scheduling, resolve conflicts, and protect time for deep, strategic work.
• Develop templates and repeatable responses for common communication needs.
• Assist with operating and managing the President’s Commitment Tracking System (CTS) using Microsoft To Do.
• Prepare routine documents for review and signature.
• Leverage Microsoft 365 tools (Outlook, Teams, SharePoint, OneDrive, Word, Excel, PowerPoint) to improve consistency and efficiency.
• Identify recurring inefficiencies, time leaks, and process breakdowns. Recommend and implement system improvements, templates, checklists, and workflows.

Executive Assistant – President

Account Manager

• Lead, manage, assume accountability, and serve as the main liaison between the company and assigned accounts, sales projects and sales tasks.
• Develop and execute account plans to increase revenue and expand services within your assigned accounts.
• This includes, but is not limited to: Introducing new technology and strengthening the client relationship at multiple levels (i.e.: Decision makers, Purchasing Managers, Project Managers, C-Suite, etc.)
• Understand client goals, challenges, and industry trends to provide tailored solutions and strategic guidance.
• Maintain and continue to develop sales and design skills and certifications.
• Work closely with internal teams to include but not limited to Design Estimation and Operations to ensure accurate pricing and to allow for effective execution of proposed projects.
• Prepare strategic plans regarding daily activities, customer contact and structure of calls and appointments and follow-up.
• Attend site walks, meetings and other relationship engagement activities within your assigned accounts
• Monitor account performance, track appropriate metrics and report on progress to internal stakeholders.
• Manage deals and contacts in Pref-Tech’s CRM.
• Prepare proposals and estimates with detailed scopes of work and accurate pricing.
• Work within a team environment to foster collaboration and innovation.
• Cultivate a supportive culture that prioritizes mutual respect, trust, and a commitment to achieving both individual and team objectives.
• Identify and resolve client pain promptly and effectively, ensuring long-term satisfaction and retention.
• Maintain In-depth knowledge of products and services that Pref-Tech
• Maintain In-depth knowledge of a rapidly changing market trends that comprises the products and services that Pref-Tech
• Self-starter with a positive outlook and a high level of adherence to all HR and safety policies and procedures.
• Other duties as assigned.

• Design, develop, and deploy effective learning solutions, including eLearning, instructor-led training, videos, simulations, and assessments
• Translate business needs and performance gaps into clear learning objectives and targeted development solutions
• Develop structured learning pathways aligned with competency models and career growth
• Collaborate with subject matter experts to capture technical knowledge, validate content accuracy, and create practical, job-relevant learning materials
• Support onboarding, skill-building, compliance readiness, leadership growth, and continuous learning experiences that enable employee performance
• Maintain and update learning materials to ensure accuracy, relevance, and alignment with organizational priorities
• Design assessments and evaluation tools, analyze learning data and feedback, and continuously improve content based on outcomes and evolving business needs
• Manage multiple learning projects while ensuring timelines, quality, consistency, and accuracy across deliverables
• Support the integration of learning content into the learning management system, including course setup, SCORM compliance, and tracking

Instructional Designer

• Lead the day-to-day operations of the Security Integration Academy (SIA), ensuring all training programs, events, and initiatives are executed effectively.
• Translate SIA strategy and curriculum direction into operational plans, schedules, and deliverables.
• Oversee the execution of onboarding programs, recurring technical training, leadership development programs, and special initiatives.
• Ensure all training programs are delivered consistently across locations with a high level of quality and professionalism.
• Conduct training needs analysis and design training programs and curriculum based on established competency frameworks and business priorities.
• Manage and provide direction to all SIA roles, including Instructional Designers, Technical Instructors, LMS Administrator, and SIA Program Coordinator.
• Set priorities, assign work, and ensure alignment across roles to support training delivery and program goals.
• Provide coaching, feedback, and development to team members to build capability and performance.
• Ensure clear role responsibilities and collaboration across the SIA team.
• Ensure all training events are fully prepared for delivery, including schedules, materials, lab setups, equipment, and participant readiness.
• Oversee coordination between instructional design, training delivery, and LMS setup to ensure seamless execution of programs.
• Monitor training delivery to ensure alignment with expectations, standards, and intended outcomes.
• Partner with Operations, Service, Field Leadership, HR, and other departments to support training needs and priorities.
• Ensure alignment between training delivery, competency tracking, and workforce development objectives.
• Act as the primary coordination point between SIA and the broader organization for training execution.
• Oversee training participation, completion, certification tracking, and reporting across the LMS and related systems.
• Monitor program performance, identify trends, and ensure accurate data is available to support decision-making.
• Use training data, feedback, and operational insights to improve program delivery and effectiveness.
• Establish and maintain standardized processes for training scheduling, communication, delivery, and tracking.
• Identify gaps in coordination, execution, or communication and implement improvements.
• Support continuous improvement of SIA programs based on feedback, performance data, and business needs.
• Ensure the effective use and alignment of the LMS and any related systems used for training, competency, and certification tracking.
• Support adoption and consistency of systems, processes, and workflows across the organization.
• Partner with the LMS Administrator to ensure data integrity, reporting accuracy, and system effectiveness.

Training Coordinator

Executive Assistant

Executive Assistant – President

Account Manager

Instructional Designer

Learning and Development Manager