Project Executive- HVAC Construction

Project Manager - San Ramon, California

https://legacymechanical.bamboohr.com/careers/25

About the Role

We are seeking an experienced and strategic Project Executive - HVAC Construction to lead and oversee large-scale mechanical construction projects from preconstruction through closeout. This role is responsible for driving project success, ensuring financial performance, developing teams, and maintaining strong client relationships.

Key Responsibilities

• Provide executive-level oversight for multiple HVAC preconstruction and construction projects
• Oversee budgeting, forecasting, and financial performance (P&L responsibility)
• Business Development
• Identify and mitigate project risks while ensuring compliance with safety and quality standards
• Collaborate with leadership on strategic planning and business development efforts

Qualifications

• 8 years of experience in HVAC or mechanical construction
• Proven leadership experience managing large or complex projects
• Strong financial acumen with experience managing project budgets and forecasts
• Deep understanding of construction processes, contracts, and delivery methods
• Excellent communication, negotiation, and leadership skills
• Ability to manage multiple priorities in a fast-paced environment
• Bachelor’s degree in construction management, Engineering, or related field (preferred)

What We Offer

• Competitive salary and performance-based incentives
• Comprehensive benefits package (medical, dental, vision, 401k)
• Opportunities for career growth and leadership development
• Collaborative and team-oriented work environment

Why Join Us

Join a company that values Honesty. Integrity. Quality. Innovation. As a Project Executive, you’ll play a key role in shaping the success of our projects, our teams, and our clients.

JOB DESCRIPTION

Main Responsibilities 

1. Project Management – Preconstruction & Construction
2. Provide detailed estimates & conduct job walks
3. Business development
4. Financial Management

1) Project Management

- Preconstruction 

   - Once a project is awarded for design, you are the manager of all costs until design is finished.

    This includes but is not limited to the following:

• Conduct a turnover meetings
• Create and maintain a design change log & establish a Basis of Design
• Meet weekly with in house engineering manager to determine progress and any deviation from originally designed systems
• Once design is finished, and all changes priced, provide a new updated scope letter per the finalized design

- Construction

   - You are responsible for managing all aspects of your projects including financial performance & delivering it at      the estimated cost:

• Once turned over from estimating, the PM owns the project 
• Submittal procurement, approval & equipment release
• Field labor coordination
• Proper internal document control
• Booking documents for base contract and all change orders on proper forms
• Writing of purchase orders and subcontracts
• Permitting & design deliverables
• Tracking change orders
• Closely watching labor and material budgets to make sure projects are on track
• Populate billings prepared by accounting for all open projects

2)  Provide detailed estimates & conduct job walks

• Contact customers, schedule job walks & invite trade partners (both subs and vendors) to attend the walk when applicable for their scope. When in doubt, make sure your subs and vendors walk projects being estimated.
• Utilize on screen take off software to quantify material take offs
• Use Legacy approved estimating forms and proposal templates when preparing and proposing work to customers
• Schedule bid reviews to review with preconstruction manager/other PMs (depending on project size)

3)  Business Development

• Visit targeted customers on regular basis to establish working relationships
• Participate in sales projections for high probability projects
• Generate a minimum of $5M of new work annually
• Participate in training project engineers & recruiting events

4) Financial Management

• Work with VP of Construction to develop and then commit to revenue goals per month.
• Participate in forecasting and drive results to achieve forecast
• Manage billings to stay cash positive on all projects
• Follow up on outstanding invoices to customers as well as pending bills from suppliers. Make sure all your costs are in as soon as possible
• Conduct post job analysis on projects that either underperform or overperform to determine key success factors and share finding with team