Project Manager

The Optimum Energy Project Manager is responsible for project execution for our legacy products and services. The Project Manager works closely with the OE Engineering team to deliver optimization of Building Automation System controls. This role would own internal communications on project progress; proactively monitoring, evaluating, and reporting on software product and service implementations in NetSuite to ensure accurate and timely billing and overall execution quality. This role is also responsible for developing and reporting on key performance indicators for the project portfolio to ensure projects and services meet established time, cost, and technical objectives.

Primary Responsibilities

Manage and execute customer implementations

• Manage all aspects of post-sale implementation of a project (on-time, within budget, within expectations).

• Monitor and proactively support projects, identify resource requirements, coordinate the work of assigned resources and tasks.

• Manage, communicate, and track cost/schedule/resource variances though Optimum's project lifecycle.

• Conduct project kickoff, planning, status, and retrospective meetings for internal teammates and external customers.

• Assist in establishing and maintaining positive customer relationships and work closely with Optimum Engineers to ensure customer expectations are met/exceeded.

• Proactively manage foreseen project risk, identify any potential risk scenarios, and facilitate issue

Portfolio Data and Forecast Management

• Develop a strong understanding and knowledge of Optimum Energy's products and services, and related billable milestones that drive revenue.

• Responsible for accurate project data in NetSuite and revenue forecast reporting.

• Proactively mitigate and communicate major changes to large projects to the Finance team.

• Create and manage project and forecast reports, dashboards, and KPI's in NetSuite.

Key Competencies and Sills Expectations

• Proactive identification and communication of issues and risks

• Excellent planning, coordination, and organization skills

• Excellent communication (verbal and written) and interpersonal skills

• Exhibits strong leadership skills

• Detail-oriented and data-driven, with effective problem-solving skills

• Focus on results and success, conveying a sense of urgency and driving issues to closure

• Meet deadlines and produce high quality work

Requirements

• Experience: 5+ years of experience as a Project Manager

• Industry Experience 5+ years of successful implementation (or involvement as Engineer) of Engineering projects focused on HVAC, Energy, or BAS controls

• Technical Knowledge: Minimum 1 year of experience using NetSuite or similar ERP Software; experience using project schedule and tracking tools such as MS Project, Smartsheet, or Procore)

• Travel: 1 - 3 five-day trips per year, domestic or international

About the Company

Optimum Energy, a Bernhard Capital Partners portfolio company, has spent 20 years helping hospitals, universities, government facilities, and advanced manufacturing operations reduce energy consumption in heating and cooling systems by up to 50% and turn that infrastructure into a strategic financial and operational asset. With 300+ plants and institutions served globally, nobody understands energy infrastructure, efficiency, and financial opportunity quite like Optimum Energy.

Our Energy-as-a-Service model converts aging central utility plants into upfront unrestricted cash, cuts utility operating expenses 25 to 35%, and keeps the transaction entirely off the balance sheet. The structure has been confirmed by Big Four auditors and cited by rating agencies as a driver of improved credit outlooks.

We work with clients from master planning and design through implementation, commissioning, and into long-term operations and maintenance. How we show up depends on what the client needs. That could mean fully managed plants with Optimum carrying total accountability for performance and uptime. It could mean supplementing an existing facilities team with engineering support, analytics, training, and escalation resources. Or it could mean a tailored combination of both. In every engagement, we stay for the life of the agreement.

Proprietary technology, including OptiCx and OptimumLOOP, powers everything we do. It is not what we sell. It is what enables us to deliver the most continuous, precise system-level optimization across chilled water, hot water, and steam plants available in the market today. Machine learning algorithms trained on two decades of operational data adapt to load, weather, and occupancy in real time. AI-driven predictive maintenance and fault detection catch equipment degradation before it becomes a problem. We guarantee the performance. We carry the risk.

Behind the technology is a team built on a simple set of principles: be sharp, be relentless, and be accountable for outcomes. Our people are engineers, operators, and financial structurers who would rather solve the hard problem than talk around it. Every engagement gets that same intensity, whether the scope is a single plant or a 26-site enterprise portfolio. For more information, visit

About the Industry
Commercial and institutional HVAC infrastructure is aging faster than organizations can replace it. Hospitals are running central plants built in the 1960s and 70s. Universities carry over $112 billion in collective deferred maintenance nationally. Advanced manufacturing operations face intensifying energy demand from reshoring and facility expansion. Rising energy costs, tightening regulations, sustainability mandates, and a skilled trades labor gap that shows no sign of closing all compound the pressure.

Connected systems are generating more data than most organizations can act on. The capacity to analyze it and translate it into operational decisions requires platforms and people most facilities teams do not have. The industry is not short on ambition or technology. It is short on the capital structures, operational models, and workforce capacity to turn intent into sustained results.

Why Optimum Energy?
With 300+ sites and over 300M square feet of operational data, our machine learning algorithms

continuously optimize in real time. No competitor replicates this at scale.

We do not sell software, and we do not sell equipment. We deliver guaranteed outcomes through the convergence of deep engineering expertise, proprietary optimization technology, and financial structures that align our interests directly with those of our clients. That means tailoring solutions to unique financial and operational realities, not forcing a one-size-fits-all model. It means verifiable success across facility design, ongoing operations, and complex deal structuring. And it means protecting client investments by optimizing the 70% of total costs that occur after day one.

Our EaaS contracts transfer construction, performance, and lifecycle risk entirely. No upfront capital. No balance sheet impact. Capital that would have gone to back-of-house infrastructure stays available for the priorities that matter most, whether that is clinical growth, enrollment expansion, or production capacity.

No other firm brings this combination of engineering, technology, operations, and financial structuring under a single partnership.