Senior Medical Equipment Planner

The Vertex Companies LLC; New York (NY); On-site; USD 125,000 - 300,000; Full time

Benefits offered by this job

Health benefits

Life insurance

Disability coverage

401(k) matching

Tuition reimbursement

Paid time off

Job summary

The Vertex Companies, LLC is seeking an Equipment Planner to lead medical equipment planning, procurement, installation, and related consulting for healthcare, science and education projects.

You will manage equipment scope, develop and update equipment documents, and foster strong relationships with design teams and project owners to ensure on-time, on-budget delivery.

Qualifications

• Bachelor's degree and 12 years of related experience or a Master's degree and 8 years of related experience.
• Knowledge & skills: reliable work product review.
• Able to communicate effectively (written and verbal) with co-workers, supervisors, clients, subcontractors, and vendors.
• Strong communication and organizational skills.
• Strong analytical and problem-solving skills.
• Ability to handle multiple priorities under high stress.
• Familiarity with standard software packages (word processing, spreadsheets, Adobe)

Responsibilities

• Performs medical equipment consulting services to keep projects on schedule and within budget.
• Leads equipment planning meetings with senior leadership, clinical users, architects, engineers, and consultants.
• Collaborates on equipment siting and installation requirements with stakeholders.
• Develops medical equipment lists and estimated costs in MEQ planning databases.
• Revises equipment lists and costs as projects move from schematic design to procurement and installation.
• Reviews submittal documents for accuracy and completeness.
• Coordinates with vendors and procurement for bid proposals and purchasing.
• Maintains project budgets and invoicing details to support project success.

Skills

Communication skills

Analytical skills

Organizational skills

Problem-solving

Multitasking

Computer skills

Education

Bachelor's degree

Master's degree

Tools

Word processing

Spreadsheets

Adobe

Job description

Company Description

The Vertex Companies, LLC (VERTEX) is a $180M global consulting firm that integrates strategic advisory, project management, and dispute resolution services for organizations facing complex challenges in a world of risk. We embody our core values of embracing lifelong learning, operating with urgency, maximizing value, and driving collaboration to better outcomes for our clients, colleagues, and communities. Join us if you are looking for a career that offers you a chance to love what you do and deliver meaningful impact. In August 2025, The VERTEX Companies, LLC (VERTEX) acquired ADAMS Management Services Corporation (ADAMS), a nationally recognized leader in healthcare program and project management. For nearly 40 years, ADAMS has built its reputation on healthcare specialization, trusted client relationships, and a hands‑on approach that gets results. By joining forces, we've created one of the most comprehensive healthcare consulting platforms in the industry. VERTEX brings the scale and depth of a global professional services firm - spanning forensics, construction project advisory, and regulatory consulting - while ADAMS adds unparalleled sector expertise. Together, we offer healthcare organizations a single, integrated partner to de‑risk complex projects, ensure compliance and operational readiness, and deliver lasting value at every stage of the project lifecycle.

Job Description

The Equipment Planner directly performs medical equipment planning, procurement, installation, and other related project consulting services assignments contracted for delivery by the Company. Successfully plans and manages the equipment scope and develops and delivers the medical equipment documents, throughout the duration of our healthcare, science, and education projects. This role is responsible for managing projects ranging in size and complexity while simultaneously establishing a rapport with the design team and fostering on‑going relationships with the project owners.

Core Responsibilities

• Performs medical equipment consulting services as assigned ensuring project continues on schedule and within budgetary and quality requirements.
• Leads and participates in medical equipment planning meetings with senior leadership, clinical users, architects, engineers, and consultants to support the selection of appropriate medical equipment.
• Collaborates on medical equipment siting and installation requirements with clinical users, architects, engineers, and other consultants.
• Elevates any issues related to medical equipment to the Client's project team and ensures they are tracked and addressed.
• Develops medical equipment lists and associated estimated costs within MEQ planning database(s).
• Revises medical equipment lists and estimated costs as projects move from schematic design through procurement and installation.
• Conducts and documents surveys and inventories of existing equipment within healthcare facilities.
• Reviews submittal documents to ensure they are accurate and correct.
• Works with vendors and internal ADAMS resources to provide detailed specifications be used for procurement proposals, including bidding.
• Works with procurement on the reconciliation of purchase order information to equipment programmed within projects.
• Collaborates with BIM team to ensure equipment placement drawings and submittals are complete and accurate.
• Provides clear documentation of equipment changes to coordinators to update equipment lists.
• Initiates and participates in ADAMS medical equipment planning process improvement activities.
• Assists in preparation of project proposals and attends meetings as a project representative, working to establish positive client relationships.
• Provides project medical equipment budget updates to the project Owner as required.
• Maintains financial responsibilities required to support invoicing, revenue tracking, and overall successful outcome of projects.
• Ensures effective communications and a collaborative work environment.
• When leading projects, the position will provide management and oversight.
• Serves as central communication point and frontline for addressing project expectations internally and externally.
• Fosters on‑going client relationships and ensures overall client satisfaction is maintained.

Operations

Be aware of and perform own tasks in a manner that supports the organization's vision and defined business objectives. Conduct self and prioritize tasks to work toward achievement of defined profit objectives of assigned projects. Cooperate in construction of strong cross‑functional teams (support staff assignments of self) to achieve success in shared goals, understanding that multiple perspectives and talents build stronger teams and results. Complete daily tasks consistent with contract requirements and proactively alert assigned manager to any potential challenges or issues. Ensure compliance of operations with all local, state and Federal (and International, if applicable) regulations, as well as compliance with company policy. Ensure consistent high quality on deliverables for all individual work product. Other duties as assigned.

Qualifications & Competencies

• Bachelor's degree and 12 years of related experience or a Master's degree and 8 years of related experience.
• Knowledge & SkillsExperience in providing reliable work product review as assigned
• Able to communicate effectively (written and verbal) with co‑workers and Supervisors, and clients, subcontractors, and vendors as assigned
• Strong communication and organizational skills
• Strong analytical and problem‑solving skills
• Demonstrated self‑awareness and flexibility in working with a variety of personalities and work styles (colleagues, clients, Assigned Managing Director(s))
• Able to handle multiple priorities and perform consistently and positively under high stress conditions
• Knowledge of computer operations and standard software packages (word processing, spreadsheets, Adobe) required

Additional Information

• At VERTEX, we invest in top talent with a highly competitive total compensation package that rewards performance and supports long‑term success.
• Total compensation includes a base salary and a discretionary variable bonus program, depending on your level.
• Our comprehensive benefits package offers multiple healthcare and dental plan options, as well as company‑paid Life Insurance, Short‑Term Disability, and Long‑Term Disability coverage‑ensuring peace of mind for you and your family.
• We offer a 401(k) plan with immediate matching and full vesting, empowering employees to build financial security from day one.
• Additional benefits include Flexible Spending Accounts, a robust Employee Assistance Program, and a suite of exclusive perks that enhance everyday life.
• At The Vertex Companies, our salary ranges are intentionally designed to support meaningful career growth over time. These ranges allow employees to develop, expand their impact, and increase their earnings as they progress within their job level. A new hire's starting compensation is determined by their experience, geographical location, scope of the role at the time of hire, and Company affordability. Our ranges are structured to reward growth and performance, ensuring there is room for advancement and long‑term opportunity. The salary ranges for this role are as follows:
• $125,000 - $300,000 USD annually (Geographical Tier AA - Sample Locations: NY Metro, San Franscisco, San Jose, Seattle)
• $115,000 - $277,000 USD annually (Geographical Tier A - Sample Locations: Irvine CA, Middlesex NJ, Tacoma WA, Boston, Alexandria)
• $106,000 - $254,000 USD annually (Geographical Tier B - Sample Locations - Baltimore, Chicago, Anchorage, Portland)
• $96,000 - $231,000 USD annually (Geographical Tier C - Sample Locations - Atlanta, Charlotte, Cincinnati, Miami)
• $91,000 - $220,000 USD annually (Geographical Tier D - Sample Locations - Mississippi, Mobile AL, Bowling Green KY, Tulsa)
• Time away matters-so we provide a generous paid time off program, including vacation, sick time, and paid holidays (with prorated options for eligible part‑time employees).
• At VERTEX, growth never stops. Our signature 'Lifetime of Learning' program offers tuition reimbursement and personalized support for employees pursuing advanced education-helping you sharpen your skills and accelerate your career.