Sales Rep Estimator

Century Mechanical Holdings

Job Location:

Harwich Port, MA - USA

Yearly Salary: $ 45000 - 60000

Posted on: Yesterday

Vacancies: 1 Vacancy

Job Summary

Replies within 24 hours

Benefits:

401(k) matching
Competitive salary
Dental insurance
Health insurance
Opportunity for advancement
Paid time off
Training & development
Vision insurance

Position Summary

The Sales Representative / Estimator is responsible for generating revenue by identifying customer needs preparing accurate project estimates presenting solutions and securing project contracts for HVAC plumbing or electrical services. This role manages the sales process from initial customer contact through proposal preparation and project handoff while maintaining strong relationships with homeowners builders developers and commercial clients.

The Sales Representative / Estimator conducts site evaluations develops scopes of work prepares pricing proposals and collaborates with operations teams to ensure projects are planned accurately and executed successfully. This position also provides project overview support by communicating project expectations timelines and scope details to both customers and internal teams.

Success in this role requires strong technical knowledge customer service skills and the ability to translate customer needs into profitable projects while maintaining the companys standards for quality and professionalism.

Requirements

Essential Duties and Responsibilities

The essential functions include but are not limited to the following:

Sales & Business Development

Respond to inbound customer inquiries and sales leads
Generate new business opportunities through referrals builder relationships and networking
Conduct customer consultations to identify project needs and recommend appropriate solutions
Develop long-term relationships with homeowners property managers builders and contractors
Maintain a professional presence representing the company within the community
Follow up on leads and proposals to secure signed contracts

Estimating & Proposal Development

Conduct on-site evaluations to assess customer needs and project requirements
Measure spaces and assess existing systems and conditions
Prepare accurate project estimates for installations replacements and upgrades
Develop detailed scopes of work including materials labor equipment and timeline considerations
Ensure estimates align with company pricing standards and profitability goals
Prepare and present professional proposals to customers
Explain technical solutions and pricing clearly to clients

Project Overview & Coordination

Provide initial project overview and scope explanation to customers
Communicate project expectations timelines and process to clients
Coordinate project handoff with installation teams and project managers
Ensure all job details are accurately entered into company systems
Assist operations with clarifications regarding project scope and specifications
Participate in project kickoff discussions when necessary

Builder & Contractor Relationships

Develop and maintain relationships with builders developers and contractors
Participate in bidding opportunities for construction projects
Assist in reviewing plans and specifications for new construction projects
Provide estimates and proposals for mechanical scopes of work
Maintain professional communication with construction partners throughout the bidding process

Customer Relationship Management

Maintain regular communication with customers throughout the sales process
Provide updates regarding proposal status and project scheduling
Address customer questions and concerns regarding equipment pricing and project scope
Ensure customers understand warranty service options and maintenance plans

Documentation & Systems

Maintain accurate records of all estimates proposals and communications
Enter job information and estimates into CRM or field service systems (e.g. ServiceTitan)
Track proposal activity and pipeline opportunities
Maintain organized records of plans measurements and project notes

Revenue & Performance Management

Meet or exceed monthly and annual sales targets
Maintain strong close ratios and sales conversion rates
Ensure estimates meet company margin requirements
Track project opportunities and follow up on pending proposals

Customer Experience

Deliver a professional consultative sales experience
Ensure clear communication and transparency with customers
Maintain high customer satisfaction throughout the sales and project initiation process
Represent the companys commitment to quality integrity and professionalism

Minimum Qualifications (Knowledge Skills and Abilities)

3 years of estimating and/or sales experience in HVAC and/or plumbing trades.
Strong understanding of HVAC and plumbing systems installation methods and building codes.
Ability to read and interpret blueprints plans and technical documents.
Excellent communication negotiation and customer service skills.
Proficiency with estimating software CRM tools and Microsoft Office.
Valid drivers license and reliable transportation.

Physical Demands and Work Environment

Field and office-based role with regular site visits and customer meetings.
May require flexible hours to accommodate client schedules.
Prolonged screen viewing.
Lifting up to 25 pounds.

Compensation: $45000.00 - $60000.00 per year

There are many exciting options for a career in HVACR waiting to be explored.

If youre looking for a career that offers flexibility job stability strong pay benefits and more then youve come to the right place!

Required Experience:

Replies within 24 hoursBenefits:401(k) matchingCompetitive salaryDental insuranceHealth insuranceOpportunity for advancementPaid time offTraining & developmentVision insurancePosition SummaryThe Sales Representative / Estimator is responsible for generating revenue by identifying customer needs prep...