Project Estimator

Description

This position requires experience, skills, and the desire for an opportunity to not only exceed personally, but to help shape an organization as we undergo exciting and rapid growth. This position is mission critical to our success in this growing season. We serve all sizes of mechanical companies (HVAC installers) across the U.S., and end user clients that include many top Fortune 100 companies. 

We are seeking a Technical Sales Estimator to join our team. In this role, you will be responsible for the entire sales process—from the quote request to securing the subcontract. This position requires a person that has excellent communication skills, great attention to detail, time management skills and personal accountability to meet tight deadlines. 

Position Overview: The Technical Sales rep will be responsible for reviewing blueprints with our engineering team, using a CPQ software to estimate job costs, securing quotes from vendors, creating a professional proposal, managing tasks in our CRM, communicating with our clients, following up on quotes, reviewing and processing subcontracts. This role will collaborate closely with project managers and engineers to ensure accurate and competitive estimates that meet project requirements and deadlines. 

This exempt position typically requires 40 - 50 hours a week with standard operating hours falling between 7am – 5pm, Monday to Friday and is critical to the success and growth of the company. This position will report to the Supervisor of Sales and Estimation.  

Duties & Responsibilities: 

• Review and analyze project drawings, specifications, and other documentation to understand project scope and requirements. 
• Occasionally conduct on-site visits and inspections to gather information necessary for estimating purposes. 
• Prepare detailed cost estimates, including material, labor, equipment, and overhead costs, utilizing estimating software and databases. 
• Assisting in the preparation of bid packages, including compiling all necessary documentation, completing bid forms, and ensuring compliance with project requirements and regulations. 
• Assist in the preparation of project budgets and schedules based on estimated costs and timelines. 
• Manage tasks and sales documents in CRM. 
• Provide regular updates and reports on project estimates to stakeholders. 
• Stay current with industry trends, construction methods, materials, and pricing to ensure accurate and up-to-date estimating practices.  

Requirements

• Bachelor's degree in a relevant field 
• Proven experience in Sales and Estimation 
• Advanced computer skills and competency in Microsoft Office and estimation software 
• Exceptional time management, professionalism, and interpersonal skills. 
• Ability to closely collaborate with other departments and stakeholders. 
• Excellent organization skills, proposal writing, and oral presentation abilities 
• Knowledge of industry practices and standards. 
• Professional certifications such as Certified Professional Estimator (CPE) or similar credentials are a plus. 

Position Goal: The goal is to assist the company on its continued growth curve while continuously working on personal development and fostering a positive company culture. 

Company Support: The company is committed to providing the necessary resources and training to ensure this person can be successful in learning and enhancing our approach as we move forward.