Project Executive - HVAC Construction

Legacy Mechanical & Energy Services Inc.; San Ramon (CA); On-site; USD 120,000 - 150,000; Full time

Benefits offered by this job

Competitive salary and performance-based incentives

Comprehensive benefits package (medical, dental, vision, 401k)

Opportunities for career growth and leadership development

Job summary

A leading HVAC construction company in San Ramon is looking for a Project Executive with extensive experience in managing large-scale mechanical construction projects. The successful candidate will oversee all project phases from preconstruction to closeout, ensuring financial performance and developing strong client relationships. Responsibilities include budgeting, project risk management, and driving business development efforts. Ideal candidates will have over eight years of experience and a degree in a related field. A commitment to quality and teamwork is essential.

Qualifications

• 8+ years of experience in HVAC or mechanical construction.
• Proven leadership experience managing large or complex projects.
• Deep understanding of construction processes, contracts, and delivery methods.

Responsibilities

• Provide executive-level oversight for multiple HVAC preconstruction and construction projects.
• Oversee budgeting, forecasting, and financial performance.
• Identify and mitigate project risks while ensuring compliance with safety and quality standards.

Skills

Leadership

Financial acumen

Communication

Negotiation

Project management

Education

Bachelor’s degree in construction management, Engineering, or related field

Job description

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&A 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.

• 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