Lead, Information Management & Document Control

TealEnergi; Beaumont (TX); On-site; USD 120,000 - 160,000; Full time

Job summary

TealEnergi seeks a Lead, Information Management & Document Control to establish the system of record and govern information across lifecycle for large EPC projects.

You will lead a skilled Document Control team, configure Hexagon SDx workflows, and drive the transition from legacy systems with training and governance improvements. Strong leadership and cross-functional collaboration are essential.

Qualifications

• Bachelors degree in MIS, Business, Engineering, or related field.
• 10+ years in information/document management for EPC or capital projects.
• Proven Hexagon SDx power user or functional lead.

Responsibilities

• Establish and maintain information management governance, lifecycle, and cross-functional information flow.
• Lead, mentor, and develop the Document Control team; drive accountability and training.
• Own day-to-day document control execution including intake, indexing, metadata quality, and records retention.
• Configure Hexagon SDx workflows, lifecycle states, permissions, and reporting.
• Lead transition from legacy EDMS to Hexagon SDx with adoption planning and training.
• Build dashboards to monitor performance, compliance, and audits; support turnover readiness.
• Engage Engineering, Supply Chain, Construction, Operations, and contractors to ensure documentation readiness.

Skills

People leadership

Information governance

Metadata discipline

Document control

Stakeholder engagement

Process improvement

Education

Bachelor’s in MIS / related field

Tools

Hexagon SDx

Omega365 / PIMS

Job description

Position: Lead, Information Management & Document Control

Location: On-site / Office and Construction Environment

Summary: The Lead, Information Management & Document Control is accountable for establishing Hexagon SDx as the system of record and ensuring information is managed across its full lifecycle using fit-for-purpose governance, processes, and systems. This role leads a high-performing Document Control team supporting EPC project execution through turnover and handover to operations. Acting as the functional Subject Matter Expert (SME) for Hexagon SDx, the role is critical to driving the transition from legacy EDMS platforms to Hexagon SDx, including workflow development, metadata discipline, training, and governance. The ideal candidate brings a strong process and systems mindset, proven people leadership, and excellent communication skills to support large-scale capital projects.

Job Duties:

Information Management Governance & Lifecycle

• Own and maintain the information management operating model, including governance, standards, document lifecycle, and cross-functional information flow.
• Ensure information supports Project Execution, Turnover, and Operations readiness.
• Establish audit-ready document control practices aligned with contractual, regulatory, and project requirements.

Document Control Leadership & Execution

• Lead, develop, and mentor the Document Control team, setting expectations and driving accountability.
• Build team capability through structured training, coaching, and mentoring.
• Own day-to-day document control execution, including intake, registration, indexing, metadata quality, distribution, revision control, transmittals, and records retention.

Systems Ownership & Hexagon SDx SME

• Serve as the functional SME for Hexagon SDx, configuring and enforcing workflows, lifecycle states, metadata standards, permissions, and reporting.
• Develop dashboards and reports to support visibility into document control performance and compliance.
• Ensure Hexagon SDx is established and maintained as the system of record.

EDMS Transition & Continuous Improvement

• Lead the transition from legacy EDMS platforms to Hexagon SDx, including adoption planning, training material development, user support, and compliance checks.
• Establish and continuously improve document control procedures, work instructions, naming conventions, and quality checks to improve first-pass quality and reduce rework.
• Identify and implement process and system improvements to streamline workflows and enhance document accessibility and reliability.

Cross-Functional & Stakeholder Engagement

• Build strong cross-functional relationships with Engineering, Supply Chain, Construction, Operations, Contractors, Vendors, and Turnover teams.
• Ensure the right documents are available at the right time to support construction readiness, turnover readiness, and operational handover.

Performance Management & Reporting

• Track, analyze, and publish document control performance metrics, including cycle time, backlog aging, rework and rejection rates, metadata quality, workflow compliance, and contractor/vendor MDR status.
• Support internal and external audits by ensuring traceability, completeness, and compliance of project records.

Job Requirements:

Education

• Bachelor’s degree in Management Information Systems (MIS), Business, Engineering, or a related field.

Experience

• Minimum of 10 years of information and document management experience supporting Energy, EPC, or Owner/Operator environments and large-scale capital projects.
• Demonstrated people leadership experience, including team development and performance management.
• Proven experience as a Hexagon SDx (HxGN SDx) power user or functional lead.
• Demonstrated ability to lead change and design or improve document control workflows and governance models.

Preferred Qualifications

• Prior experience supporting EDMS transitions, system migrations, or major workflow changes.
• Working knowledge of Omega365 / PIMS or similar project information management platforms.
• Owner-Operator experience supporting operations readiness, DFO (Documents for Operations), and turnover/handover documentation.
• Experience building or significantly improving a document control function, including procedures, KPIs, dashboards, training programs, and governance frameworks.

Skills and Competencies

• Strong ability to manage competing priorities in a fast-paced project environment.
• Exceptional attention to detail and organizational skills.
• Strong written and verbal communication skills with the ability to influence cross-functional stakeholders.

Physical Requirements:

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. While performing the duties of this Job, the employee is regularly required to sit, walk and stand; talk or hear, both in person and by telephone; use hands repetitively to finger, handle, feel or operate standard office equipment. The employee is frequently required to reach with hands and arms. The employee is occasionally required to stand; walk and stoop, kneel, crouch, or crawl. The employee must frequently lift and/or move up to 10 pounds and occasionally lift and/or move up to 25 pounds. Specific vision abilities required by this job include close vision, distance vision and the ability to adjust focus.

About Teal Energi:

TealEnergi is a technical manpower provider with extensive experience supporting the successful execution and operation of major capital project investments. Forged through a desire to provide best-in-class service to clients, candidates, and contractors alike, TealEnergi works through its offices nationwide to provide regional support to a wide range of sectors including both traditional energy and energy transition initiatives (e.g., LNG, hydrogen, wind, solar), as well as manufacturing, mining, and infrastructure.

TealEnergi is committed to fostering, cultivating and preserving a culture of diversity, equity and inclusion. All qualified applicants will receive consideration for employment without regard to race, color, age, disability, ethnicity, gender or gender identity, language, national origin, physical or mental ability, political affiliation, religion, sexual orientation, or protected veteran status.