Dedicated Sales Estimator

Why Pref-Tech

Voted Top Workplaces by Houston Chronicle and USA Today! We aim to make family a core reason we attract incredible people retain them and collectively deliver unequaled quality and service to customers. If your heart and mind are pushing you to join a team who deeply desires to be the best in the world has a long-game approach to business prides itself on doing exceptional work celebrates service to others and is willing to invest in you you should consider Pref-Tech.

Position Overview:

The Dedicated Sales Estimator at Pref-Tech is a dedicated support role to an assigned Sales & Design Professional (SDP) and is intentionally designed as a hybrid positionblending client-facing sales support with design/estimation ownership.

On the sales side this role supports the SDP in developing and strengthening relationships with new and existing customers and preferred partners with the goal of growing these accounts deeper and wider.

On the estimation side this role supports the SDP and Operations teams by delivering accurate estimates and proposals for the SDPs preferred partners and key accounts with clear scopes aligned to customer expectations.

This position is responsible for producing accurate timely and well-scoped estimates ranging from straightforward proposals to highly complex detail-oriented estimates. The Dedicated Sales Estimator also prepares change order pricing for projects in progress requiring the ability to understand the nuances of the existing contract scope job conditions and project documentation in order to price changes accurately and professionally.

Key Responsibilities:

• Act as the dedicated estimation and proposal resource for an assigned SDP supporting preferred partners and designated accounts.
• Lead manage and assume accountability for the design and estimation of assigned sales projects including budgeting detailed estimating and value engineering support.
• Prepare proposals and estimates with detailed scopes of work clarifications inclusions/exclusions assumptions and commercial terms as directed.
• Develop and maintain a working understanding of the customers existing environment and project conditions to support accurate pricing and reduced risk.
• Produce complex enlarged estimates which may include multi-system scopes (Divisions 27/28 and related low-voltage technologies) multiple buildings phasing and non-standard job conditions.
• Estimating support for change orders on ongoing projects including:
  • Reviewing existing project scope drawings submittals and prior change documentation
  • Identifying scope deltas coordination requirements and schedule impacts (as applicable)
  • Building clear defensible pricing and documentation suitable for customer review
• Coordinate with Design Estimation Operations and Project Management to validate scope labor approach materials constraints and execution risks.
• Attend site walks pre-bids and customer meetings with or in support of the assigned SDP as needed.
• Facilitate bidding and quote activity using MS Outlook and Pref-Tech systems; ensure timely follow-up bid submissions and required documentation.
• Manage leads deals and contacts in Pref-Techs CRM as assigned; maintain organized opportunity notes tasks and next steps.
• Support the assigned SDP with account responsivenesshelping ensure customers and preferred partners experience a smooth professional sales process.
• Maintain and continue to develop sales design and estimation skills and certifications relevant to the position.
• Demonstrate excellent customer service and professionalism in all communication (verbal written and presentation).
• Adhere to all HR and safety policies and procedures.
  

Required Qualifications:

• High School Diploma or GED equivalent.
• Experience in creating estimates proposals and designs; security industry experience preferred.
• Ability to review and interpret drawings/prints and translate them into clear scope and pricing.
• Strong client-facing experience with a consultative service-oriented mindset.
• Strong organization skills and ability to manage multiple priorities deadlines and stakeholders.
• Fluency with Microsoft Office 365 software tools.
• Exceptional analytical and conceptual thinking skills; capacity to work independently and collaboratively.
• Ability to work efficiently without compromising quality or accuracy.
• Comfort with complex scopes ambiguity and change-order nuance; able to build clear documentation for scope delta work.
  

Desired Qualifications:

• Bachelors Degree

Benefits:

• Competitive salary based on experience training and fit for position.
• Inclusion in applicable incentive program(s) or commission plan as determined for the role.
• 401K Safe Harbor Plan with up to 4% employer match (Traditional and Roth options available).
• Health Dental Vision and other elective insurances.
• PTO per company policy.
• Company vehicle or mileage reimbursement (as eligible/required)
  

Work Hours:

Our office hours are from Monday Friday 8:00 a.m. to 5:00 p.m. There is no set schedule for sales personnel as work schedules vary depending on client or company addition to regular business hours sales personnel may be required to work evenings weekends and out-of-town travel. Travel may involve overnight or extended stays.

Core Values:

First and foremost at Pref-Tech you must understand internalize and represent our PGRIT Core Values:

• Professionalism: Our expectations are high we take great pride in our work and we communicate well.
• Grit: We thrive on challenges. We do what it takes to get the job done.
• Right: We know what right is and do it every time.
• Intelligent Thought: We plan meticulously execute decisively and resolve issues effectively.
• Trusted Advisors: We are experts. We continuously develop our knowledge and transfer that knowledge to each other our customers and our vendors.

You must also fulfill our purpose statement within all decisions and actions in performance of your job and when representing Pref-Tech: Within a family culture nurture and inspire our employees to creatively resolve customer pain using the highest level of craftsmanship and service.

Physical Requirement:

This position is primarily office-based and requires the ability to sit for extended periods operate a computer and standard office equipment and communicate effectively in person and electronically. Occasional light lifting (up to 15 lbs.) may be required. Reasonable accommodation may be made to enable individuals with disabilities to perform the essential functions.

EEO Statement:

Preferred Technologies LLC is an Equal Opportunity Employer who is committed to workforce diversity. Minorities/Females/Disabled/Veterans are encouraged to apply. Qualified applicants will receive consideration without regard to age race color religion sex sexual orientation disability or national origin. We offer a smoke-free and drug-free workplace.

Candidate Screening:

Employment is contingent upon successful completion of background investigation and pre-employment drug screen. All applications and resumes are held in confidence. Only candidates whose profiles closely match requirements will be contacted for an interview.

ADA Accommodation Statement:
If you require reasonable accommodation to apply for a position or to participate in the interview process please contact Recruiting at

Required Experience:

Senior IC