Project Executive

Job Summary:

The Senior Project Manager is expected to develop and maintain a client base, manage HVAC/Plumbing/process sales, and manage the field labor needs for each project in conjunction with field leadership. The Senior Project Manager will use judgment and discretion in representing the company. They are expected to show a high level of commitment and involvement with their work and the company’s business.

Essential Duties and Responsibilities:

• Act as the single source of responsibility and main point of contact for the business and the customer.
• Perform all core project management functions to finalize sales, including concept engineering, complete estimates, and written proposals.
• Successfully manage contracts across their entire lifecycle, covering sales, estimating, procurement, and execution.
• Oversee field labor and coordinate installation sequencing between the customer and the business’s field leadership
• Manage financial health by forecasting, preparing budget projections, tracking job costs, and controlling expenses within limits
• Handle all essential documentation, including billing, proposals, contracts, change orders, and legal protections.
• Lead external client meetings and maintain strong, collaborative relationships with clients, vendors, subcontractors, and industry partners.
• Supervise and coordinate internal efforts across departments, including Engineering, Purchasing, Accounting, Construction, and Service.
• Facilitate effective communication by scheduling pre-construction meetings, consulting with department heads, and attending all project meetings
• Mentor, train, and coach sales staff to support growth, while participating in recruiting and special technical studies.
• Other duties as assigned.

Position Requirements (Work Experience, Skills, Licenses, etc.): 

• Proven ability to work independently to execute and achieve organizational goals established by leadership.
• Consistently demonstrates high integrity, transparency, and accountability.
• Demonstrated experience in cultivating client relationships and driving new business development.
• Strong organizational and interpersonal skills with a history of successfully navigating high-volume, fast-paced environments.
• Actively maintains a strategic presence within key industry-based or community-based organizations.
• Proficient in Microsoft Office Suite (Word, Excel, PowerPoint, and Project).

Education and Experience: 
Required:

• BS in Mechanical Engineering or related field.
• 10 plus years of experience in estimating, designing and/or management of HVAC projects from $50,000 to $100+ million.
• Valid Class C driver's license.
   

Desired: 

• Experience in Business Systems Software (JDE, IFS, BidTracer, FastEst, Bluebeam, Box, Smartsheet, etc.)

ACCO Competencies:

• Proactivity/Initiative: Recognizes what needs to be done and accomplishes it in a manner appropriate for one’s level/position and with minimal supervision.
• Perseverance: Shows wherewithal to fight for difficult goals despite challenges and to bounce back from adversity.
• Motivation/Dedication: Commits to excellence in pursuing unselfish goals. Initiates action with collective goals, takes responsibility, and shows personal humility.
• Technical Curiosity/Willingness to Learn: Interest in seeking out new experiences, knowledge, and candid feedback; demonstrating an openness to learning and change.
• Engagement: Shows a knack for using emotion and logic to communicate a persuasive vision and connect with people.
• People Skills: Is approachable and gains the mutual trust and respect of others. Understands people’s strengths & weaknesses and actively seeks to understand other perspectives.
• Communication: Fosters open, honest, candid and respectful communication. Effectively assesses, defines and communicates issues in a timely manner, both written and verbal.
• Teamwork: The ability to effectively work toward common goals with others by supporting, encouraging, and sharing information in an authentic and approachable manner.
•  Big Picture: Understands and contributes to the organizations’ short- and long-term business strategy. On a personal level has independently developed a vision for short- and long-term career success.
• Problem-Solver: Ability to identify, analyze, and solve problems in support of personnel, group, department, or organizational objectives.
• Execution: Effectively takes a vision and translates into action by including the right people. Identify and remove barriers, when possible, to achieve results. Demonstrates appropriate compromise, effective time management, prioritization practices and holds team members (including themselves) accountable for their performance/conduct.
• Professionalism: Respectfully observes and challenges the status quo with intent for improvement. Can take direction, accept feedback, and take full responsibility for their actions. Lead by example through positive influence and ethical leadership with consideration of the entire organization.

Job Responsibility Level:

No direct reports

Travel Requirements:

Travel required 5-45% of the time to other offices and job sites.

Hours:

This is an exempt position. Workdays are scheduled from Monday through Friday. Typically, work hours begin and end between 7:00 am and 5:00 pm as scheduled with the position's supervisor. Work outside of regular hours may occasionally be necessary to meet business needs.

Physical Demands:

(The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.)

• Must frequently lift and/or move up to 10 pounds and occasionally lift and/or move up to 30 pounds.
• Specific vision abilities required by this job include close vision and ability to adjust focus.
• Prolonged sitting
• Frequently required to reach with hands and arms.
• Occasionally required to stand; walk and stoop, kneel, crouch.
• Must possess and maintain a valid Class C driver's license and have the ability to drive a vehicle.

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