HVAC Sales Estimator

About the role

The HVAC Sales Estimator plays a crucial role in the technical sales and estimating process for design-build and plan/spec commercial HVAC projects. This position involves full ownership of the sales cycle, requiring a blend of technical expertise and persuasive sales skills. The estimator will engage with clients, providing comprehensive estimates for commercial projects while ensuring a focus on delivering value. Successful candidates will thrive in a dynamic environment, balancing technical understanding with effective communication. This role is essential for driving business growth and maintaining strong client relationships.

Responsibilities

• Estimate commercial HVAC projects, including design-build and plan/spec
• Develop conceptual layouts and schematics, including equipment selection and pricing
• Lead client conversations, value-sell, and close projects
• Cook up internal handoff to designer and project manager, overseeing design intent through permit handoff
• Utilize Excel extensively and leverage internal takeoff support
• Balance estimating and sales responsibilities, focusing on warm business opportunities

Requirements

• Valid driver’s license and clean driving record are required
• Commercial HVAC estimating experience in design-build and plan/spec is required
• Ability to lead client-facing sales and close deals is required
• Strong technical understanding of equipment and systems is required
• Experience in the HVAC/mechanical industry is preferred
• Ability to handle design-build and plan-and-spec projects is preferred
• Strong technical estimating skills is preferred
• Ability to perform rough takeoff and scope estimate is preferred

Benefits

• Medical insurance + Dental, vision, and life insurance options are also available
• 401(k) plan with a 50% match up to 4% of employee contributions
• Sick time of 40 hours per year, prorated for mid-year starts
• Vacation time of 2-3 weeks for senior hires, separate from sick time
• Company vehicle and fuel provided with a gas card
• Seven paid holidays per year

Pay

Salary Range: $120,000 / Year Base + commission