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Senior Medical Equipment Planner
Senior Medical Equipment PlannerADAMS • Charlotte, NC, US
Senior Medical Equipment Planner

Senior Medical Equipment Planner

ADAMS • Charlotte, NC, US
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Job Description

Job Description

Company Description

The Vertex Companies, LLC (VERTEX) is a global $150M professional services firm that offers integrated forensic consulting, expert witness services, construction project advisory, and compliance and regulatory consulting to a myriad of markets and industries. Our brand purpose is 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, continuously learn, and take pride in your work.

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 Senior Medical Equipment Planner directly performs medical equipment planning, procurement, installation, and other related project consulting services assignments contracted for delivery by the Company. They successfully plan and manage the equipment scope, develop and deliver 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 ongoing relationships with the project owners.

  • Performs medical equipment consulting services as assigned, ensuring project continues on schedule and within budgetary and quality requirements.
  • Develops order of magnitude estimated equipment costs for clinical spaces based on program information from architects.
  • 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.
  • Understands and works to meet project schedule timelines.
  • 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.
  • 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.
  • Manages project invoicing, tracks and manages project profitability.
  • Manages overall project lifecycle from inception through to lessons learned close-out including but not limited to planning, construction administration, procurement, and installation.
  • Reviews warehousing and other third-party payment requests and recommends approval or revision.
  • 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.

Qualifications

Education :

  • Bachelor of Arts, Science, Architecture, Engineering, Biomedical Sciences, Nursing or any other applicable degree, combined with experience.
  • Experience :

  • Five to Ten years of experience of medical equipment planning consulting, and project management in healthcare, or directly related industry.
  • Knowledge :

  • Adept with planning, procurement and installation process and requirements for MEQ projects, including complex medical equipment systems. Maintains a current knowledge of medical equipment devices and systems and their applications within healthcare facilities. This includes all departments, specialties, and advanced / complex medical equipment systems throughout.
  • Strong attention to detail is required, as are excellent written and verbal communication and interpersonal skills. Ability to manage multiple large complex projects simultaneously. Expert within the MEQ planning database(s), including understanding of all equipment specifications for structural, mechanical, electrical, data, and plumbing siting and installation requirements. Additional computer proficiency including Bluebeam, Microsoft Word and Excel. Ensures all aspects of medical equipment team deliverables, including being on time, complete and accurate.
  • Must have an active driver’s license and be insurable to travel. The role requires regional travel to project sites on a regular basis for meetings, site inspections, and other coordination activities.
  • Additional Information

    All your information will be kept confidential according to EEO guidelines.

    VERTEX offers a solid total compensation package including base salary and discretionary bonus plan. We also offer a robust benefits package including, healthcare (with multiple plan options) and dental; Company-paid Life Insurance, Short Term Disability, and Long-Term Disability. We offer a 401k plan with immediate match and vesting, Flex Spending Account, Employee Assistance Program, and other perks.  We provide a generous paid time off plan for eligible employees including 15 days of vacation, 64 hours of sick time, and 9.5 paid holidays (prorated for eligible part-time employees).  Our “Lifetime of Learning” program also offers tuition reimbursement and additional support for pursuing advanced education, to help employees grow their skills and careers.

    VERTEX is an Equal Opportunity / Affirmative Action employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.

    If you require assistance to complete any part of the application process, please contact our Recruiting team at recruiting@vertexeng.com.

    NOTICE TO THIRD PARTY AGENCIES :

    Please note that VERTEX does not accept unsolicited resumes from recruiters or employment agencies. In the absence of a signed Recruitment Fee Agreement, VERTEX will not consider or agree to payment of any referral compensation or recruiter fee. In the event a recruiter or agency submits a resume or candidate without a previously signed agreement, VERTEX explicitly reserves the right to pursue and hire those candidate(s) without any financial obligation to the recruiter or agency. Any unsolicited resumes, including those submitted to hiring managers, are deemed to be the property of VERTEX.

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