Preferred Technologies, LLC

Security Engineer

• Teach, coach, mentor and train Sales Team Members of all stages
• Understand, maintain, and develop the Pref-Tech sales process
• Direct and coordinate all local sales activities
• Assist the Sales Team in building and maintaining long-term relationships
• Maintain, track, analyze and report quarterly and annual sales goals for the team and individual sales team members
• Understand our ideal customer and how they relate to our products
• Coordinate with marketing on lead generation and initiatives
• Lead project and contract negotiations
• Evaluate Direct Reports use of products, coach and approve as required
• Assist in the planning, recruiting, hiring, onboarding, and training of new Direct Reports
• Perform quarterly and annual performance reviews for Direct Reports
• Hire, fire and promote the members of your team
• Prepare strategic plans regarding: Daily activities, Lead generation, Customer contact, structure of calls and appointment and follow-up
• Prepare presentations and sales contracts
• Prepare proposals with detailed scopes of work
• Manage the bidding process with Sales Team Members and Design Estimators
• Coordinate with Sales Team Members, Design/Estimation and Operations to help shape product and services offerings and processes
• Attend pre-bids, walk, and review jobsites
• Prepare and Coordinate Project Hand-Over Meetings with Operations
• Be a TEAM player
• Make face-to-face presentations
• Identify and resolve client concerns and complaints
• Develop and Maintain Personal Rocks
• Travel as needed for interoffice or customer meetings or needs

Sales Manager – Security Integration

Human Resources

• Support and enhance Pref-Tech’s HR technology environment through expert administration of BambooHR, Microsoft Dynamics 365 (D365), and related HR platforms
• Ensure accurate employee data, efficient workflows, seamless benefits administration, and a positive HR user experience
• Partner with multiple departments and leadership to optimize systems, ensure compliance, and drive data-driven HR operations
• Serve as the primary administrator for BambooHR across modules
• Maintain and support D365 HR workflows related to employee lifecycle and organizational data
• Troubleshoot HRIS issues, escalate to vendors as needed, and manage ticket resolution
• Maintain system security, role-based permissions, and audit trails to ensure compliance and data integrity
• Monitor system performance, identify process and configuration improvements, and proactively address system needs
• Support the HRIS integration, including field mapping, sync accuracy, error tracking, and documenting enhancements
• Actively conduct training needs analysis and reconcile gaps on a continuous basis, including forecast of the near expiry training activities
• Collaborate with HR, Payroll, Finance, IT, and Operations to optimize workflow efficiency and system utilization
• Conduct monthly benefits invoice reconciliations and resolve discrepancies
• Support regulatory compliance such as ACA reporting, 401(k) audits, and Section 125 nondiscrimination testing
• Create and maintain process documentation, SOPs, test scripts, and configuration logs
• Identify opportunities to enhance HR automation, employee experience, and data flow across systems
• Serve as a subject matter expert and internal consultant on HRIS best practices.

Sales Manager – Security Integration

HRIS & Benefits Analyst