Location: San Jose, CA; Full-time onsite
Position Summary
The BAS Service Project Manager leads the successful delivery of Building Automation System service projects while maintaining an active presence in the field. This working project manager role combines project ownership with hands-on technical leadership, field mentorship, troubleshooting, startup, commissioning, customer coordination, and project closeout.
The position is accountable for scope, schedule, budget, safety, quality, documentation, customer satisfaction, and profitability. The ideal candidate leads from the front, supports technicians in the field, anticipates project risks, and delivers complete, tested, and well-documented systems.
Key Responsibilities
Own assigned project scope, schedule, budget, customer communication, change control, risk management, documentation, and closeout.
Review project handoff information and develop practical execution plans, field sequences, labor and material plans, testing approaches, and clear completion criteria.
Coordinate technicians, subcontractors, vendors, site access, shutdowns, technical support, and commissioning activities.
Monitor labor, committed costs, billing, forecasting, projected margin, and schedule performance throughout project execution.
Document, price, and obtain approval for scope changes before work proceeds when required.
Lead technicians on active BAS service projects and maintain a visible, productive field presence.
Perform or directly support installation, startup, programming coordination, graphics verification, network integration, troubleshooting, commissioning, and functional testing.
Validate field conditions, installation quality, point operation, sequences, alarms, trends, graphics, and overall system performance.
Complete or direct redlines, field markups, testing records, system backups, and as-built updates as work progresses.
Confirm systems are ready for customer demonstration, turnover, and acceptance.
Field Leadership and Technician Development
Coach technicians in planning, installation, startup, troubleshooting, networking, commissioning, documentation, and customer communication.
Review field work, provide timely feedback, and correct issues before they become rework or customer concerns.
Identify skill gaps and recommend focused training, field exposure, or escalation support.
Develop technician independence while maintaining clear expectations for safety, quality, accountability, and documentation.
Model professional field leadership and customer-facing behavior.
Customer Coordination and Project Closeout
Serve as the primary customer contact during field execution and communicate progress, access needs, outages, risks, decisions, changes, testing activities, and upcoming impacts.
Manage customer expectations and resolve concerns with documented follow-through.
Coordinate customer demonstrations, operator orientation, acceptance, turnover, and warranty handoff.
Maintain current project files, test evidence, backups, graphics archives, redlines, as-builts, action logs, and customer decisions.
Deliver complete closeout packages, including applicable O&M information, warranties, functional test results, training records, and acceptance documentation.
Complete financial and administrative closeout and communicate remaining warranty items, backlog, risks, and next actions to the appropriate service owner.
Capture lessons learned and apply them to future work.
Job Walks, Scope Development, and Estimate Review
Participate in customer job walks for BAS service projects, retrofits, upgrades, integrations, repairs, and modernization opportunities.
Document existing conditions, system architecture, equipment, points, interfaces, access limitations, shutdown requirements, customer constraints, and field execution risks.
Validate labor assumptions, technician skill requirements, material quantities, software and licensing needs, subcontractor requirements, startup and commissioning…