Small Projects Specialist

Piedmont Service Group•Raleigh, NC

About The Position

CMS Controls is hiring a hands-on Small Projects Specialist to independently estimate, sell, manage, install, program, and start up smaller building automation projects. The role primarily supports equipment replacements and renovations sold by mechanical partner Piedmont Service Group (PSG), as well as existing customers and opportunities referred by CMS Sales. The specialist serves as the single point of contact from initial scope review through project closeout. Typical projects include BAS disconnect/reconnect work associated with RTUs, VAV boxes, FCUs, FPBs, and other small controls modifications or fit-ups. Projects are typically under $20,000 and manageable by one person, with complexity—not price alone—determining project fit. The specialist scopes and estimates work, prepares proposals, owns awarded jobs and their financials, updates existing project information, performs BAS installation and programming, and completes startup, checkout, verification, troubleshooting, turnover, and documentation. When small-project demand is light, the role assists the larger Projects team, primarily with BAS startup and commissioning. The position is full-time, hourly, overtime-eligible, and reports to the Operations Manager. It includes independence to price and manage qualifying projects within company guidelines, with support from CMS Sales, Projects, and Operations. CMS intends to offer a quarterly project profitability-based performance bonus; specific terms and eligibility will be provided separately.

Requirements

Significant hands-on BAS installation, troubleshooting, controller programming, and startup experience; a strong technician ready to grow into estimating and project-management ownership is also a good fit.
Practical understanding of RTUs, VAVs, FCUs, FPBs, HVAC equipment changeouts, point lists, and operating sequences.
Working capability with Siemens and Distech controls, or the technical foundation to become independently proficient on both.
Ability to read and update existing controls drawings, review site conditions, make sound scope decisions, and perform neat, safe field installation.
Comfort interacting with customers and trade partners, communicating pricing and schedules, managing multiple small jobs, and protecting profitability.
Strong organization and accurate time and cost reporting, with good judgment about when to seek manpower or technical support.
Valid driver’s license and ability to perform field duties and travel to regional project locations.

Responsibilities

Work with PSG and CMS Sales on referred opportunities; visit sites, confirm conditions, develop scopes, estimate materials and labor, set pricing, and prepare and submit proposals.
Coordinate proposals with the responsible CMS Sales representative when an existing account is referred; this is not a prospecting or lead-generation role.
Own awarded jobs by coordinating directly with PSG and customers, keeping CMS Sales informed where applicable, setting realistic dates based on workload, ordering and tracking parts, managing purchasing, and moving projects forward.
Manage project financials, including budgets, labor and material costs, purchase orders, change orders, billing coordination, and timely closeout.
Update available existing customer drawings and prepare routine point lists, device selections, wiring information, and submittals.
Modify or develop Siemens and Distech BAS programming/software and verify applicable HVAC sequences independently.
Self-perform most BAS installation work, including conduit, control wiring, panels, devices, and terminations; coordinate supplemental installation help through the Projects team with management approval when needed.
Complete BAS startup and required programming, point-to-point checkout, functional verification, troubleshooting, graphics updates, customer turnover, and required documentation.
Assist the larger Projects team, primarily with BAS startup and commissioning, when small-project demand is light.
Coordinate occasional after-hours work, equipment shutdowns, and regional site travel while following CMS safety and quality standards.