Sr Project Manager, Costa Mesa

PTS Advance

Costa Mesa, CA

JOB DETAILS
SKILLS
Accounting, Billing, Budgeting, Business Development, Change Requests/Orders, Class C License, Coaching, Construction, Consulting, Contract Creation, Cost Control, Customer Relations, Customer Relationship Management (CRM), Documentation, Driver's License, Financial Management, Forecasting, HVAC, Interpersonal Skills, Java IDE (Integrated Development Environments), Leadership, Legal, Mechanical Engineering, Mentoring, Microsoft Office, Organizational Skills, Physical Demands, Plumbing, Problem Solving Skills, Project Execution, Project/Program Management, Proposal Writing, Purchasing/Procurement, Sales, Sales Management, Sales Support, Team Lead/Manager, Team Player, Vendor/Supplier Relations
LOCATION
Costa Mesa, CA
POSTED
12 days ago

Senior Project Manager - HVAC/Plumbing/Process

Location: Costa Mesa, CA
Employment Type: Full-Time

About the Role

We are seeking a Senior Project Manager to lead HVAC, plumbing, and process projects from concept to completion. This role combines project management, client relationship development, and field coordination. If you are a results-driven leader with strong technical expertise and a track record of successfully managing large-scale projects, this is the opportunity for you.


Key Responsibilities

Project Management & Execution
The Senior Project Manager serves as the single point of responsibility to the client. They manage projects from sales through completion, including concept engineering, estimating, proposals, and field coordination. Responsibilities include overseeing contracts, procurement, labor, installation sequencing, and financial management. The role requires forecasting, preparing budgets, and controlling costs within agreed-upon limits. The Senior Project Manager prepares letters, proposals, contracts, change orders, and other documentation to ensure proper procedures and legal protection, and manages billing while maintaining an accurate understanding of job costs.

Client & Team Coordination
This role leads client meetings and develops contracts to finalize sales, while maintaining strong relationships with clients, vendors, subcontractors, and industry partners. The Senior Project Manager coordinates internal departments such as Engineering, Purchasing, Accounting, Construction, and Service during project execution. They mentor and support sales staff through recruiting, training, and coaching initiatives and participate in committees and special projects to enhance technical capabilities.

Communication & Leadership
The Senior Project Manager consults with management and department heads as needed, schedules and leads pre-construction meetings and project reviews, and ensures effective utilization of staff across departments to achieve project objectives.


Qualifications

The ideal candidate will have a Bachelor's degree in Mechanical Engineering or a related field, with 10+ years of experience managing HVAC projects ranging from $50,000 to $100M+. Proven experience in estimating, design, and project management is required, along with a demonstrated ability to develop new business and manage client relationships. Strong interpersonal, organizational, and project management skills are essential. Proficiency in Microsoft Office Suite is required; experience with JDE, IFS, BidTracer, FastEst, Bluebeam, Box, Smartsheet, or similar is preferred. A valid Class C driver's license is required.


Key Competencies

The successful candidate demonstrates proactivity and initiative, perseverance, insight and problem-solving ability, engagement and teamwork, big-picture thinking, motivation and dedication, and technical curiosity with a willingness to learn.


Physical Requirements

The role requires frequently lifting or moving up to 10 pounds and occasionally up to 25 pounds. Close and distance vision are required. The Senior Project Manager must be able to stand, walk, sit, and use hands regularly, and occasionally climb, stoop, kneel, crouch, or crawl. Routine attendance and flexibility for hours from Monday to Friday, 6:00 am to 7:00 pm, are required.


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About the Company

P

PTS Advance