About this role
Lead the CHI Overhead Doors AIA Lunch & Learn program and act as a liaison to the architecture, design, and building community to build brand awareness and generate leads. Manage scheduling, accredited presentation delivery, logistics, and post-session lead documentation using Microsoft Dynamics CRM.
Key Responsibilities
- Execute end-to-end AIA Lunch & Learn program
- Schedule and deliver accredited presentations
- Manage logistics (travel, catering, on-site setup)
- Complete post-session AIA certification and lead documentation in Microsoft Dynamics CRM
- Develop and qualify architecture and design (A&D) leads with sales and dealers
Technical Overview
Program execution focused on AIA Lunch & Learn accredited presentations, including scheduling, customization by vertical, and post-session processing for AIA certification and CRM-based lead documentation. Uses Microsoft Dynamics CRM to maintain firm and contact records and track session outcomes.
Ideal Candidate
The ideal candidate is a mid-level program manager who can independently execute the AIA Lunch & Learn program end-to-end, including accredited presentations, logistics, and post-session follow-up. They are comfortable presenting to architecture and design audiences, using Microsoft Dynamics CRM for lead documentation, and coordinating with Regional Sales Managers, Commercial Sales Managers, and dealers while managing frequent nationwide travel.
Must-Have Skills
lead CHI Overhead Doors AIA Lunch & Learn programserve as a primary liaison to the architecturedesignand building communitymanage scheduling and delivery of accredited presentationsmanage logistics independently (travelcateringand on-site setup)post-session follow-up including AIA certification and lead documentation in Microsoft Dynamics CRMmaintain accurate firm and contact records in Microsoft Dynamicsqualify architecture and design (A&D) leads and coordinate with Regional Sales ManagersCommercial Sales Managersand dealers
Tools & Platforms
Microsoft Dynamics CRM
Required Skills
AIA Lunch & Learn programaccredited presentationsscheduling and deliverylogistics managementtravelcateringon-site setuppost-session follow-upAIA certificationlead documentationMicrosoft Dynamics CRMarchitecture and design leadslead qualificationmentoringdealer trainingprogram executionpresenting to groups of professionals
Hard Skills
AIA Lunch & Learn program executionscheduling accredited presentationsdelivering accredited presentationscustomizing sessions to specific verticalsmanaging logistics independentlytravel logisticscatering logisticson-site setuppost-session follow-upAIA certificationlead documentationMicrosoft Dynamics CRMmaintaining accurate firm and contact recordsarchitecture and design (A&D) lead developmentlead qualificationmentoring newer RSMs and CRMsdealer training in the fieldcross-functional process improvementpresenting confidently to groups of professionalsnationwide travel (approx. 50%)
Soft Skills
drivenorganizedprofessionalstrong communicatorconfident group presentationsindependent logistics managementliaison skills with architecturedesignand building communitycross-functional collaborationmentoringrelationship buildingability to work effectively in remote or hybrid setting
Keywords for Your Resume
AIA Program ManagerAIA Lunch & LearnLunch & Learnaccredited presentationsAIA certificationarchitecture and design (A&D) leadslead documentationMicrosoft Dynamics CRMfirm and contact recordsRegional Sales ManagersCommercial Sales ManagersCRMsdealer networkdealer trainingnationwide travelhybridpresent to groups of professionalscustomizing sessionsscheduling presentationstravel logisticscateringon-site setuppost-session follow-upprogram executionarchitecture and design leads
Deal Breakers
Not comfortable with frequent nationwide travel (approx. 50%), Not able to work effectively in a remote or hybrid setting
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