The Senior HVAC Estimator plays a key role in supporting Sales Representatives across a variety of commercial HVAC product lines. This position is responsible for managing complex estimating projects, preparing accurate and competitive material quotations, and providing technical expertise throughout the bidding process. The Senior Estimator serves as a trusted resource for the sales team, helping develop strategic bids, identify cost-effective solutions, and ensure consistency and accuracy across projects. Success in this role requires extensive HVAC industry knowledge, strong technical and analytical skills, and the ability to independently manage multiple priorities in a fast-paced environment.
Key Responsibilities- Lead the preparation and review of detailed material quotations for commercial HVAC projects, ensuring accuracy, competitiveness, and timely delivery.
- Analyze complex project specifications, construction drawings, and requests for quotation to develop comprehensive estimates for HVAC equipment and systems.
- Select, configure, and price HVAC products, including air distribution equipment, packaged systems, fans, and sheet metal components, using manufacturer selection tools and pricing resources.
- Partner closely with Sales Representatives to develop competitive bidding strategies, evaluate project requirements, and identify opportunities to maximize profitability.
- Recommend alternative equipment selections and value-engineering solutions to meet project specifications, budgets, and customer needs.
- Independently manage a high volume of quotations and complex projects while consistently meeting deadlines.
- Serve as a technical resource for Sales Representatives and junior estimators, providing guidance on product selection, estimating practices, and project requirements.
- Collaborate with manufacturers, factory representatives, contractors, and internal teams to resolve technical questions, clarify specifications, and ensure accurate bids.
- Review estimates for accuracy, completeness, and compliance with project requirements before submission.
- Identify opportunities to improve estimating processes, pricing accuracy, and overall team efficiency.
- Build and maintain strong relationships with internal sales teams, customers, and manufacturer partners through responsive communication and exceptional service.
Qualifications- 5+ years of experience in HVAC estimating, inside sales, applications engineering, or a related commercial HVAC role.
- Strong knowledge of commercial HVAC equipment, systems, and product applications.
- Demonstrated ability to read, interpret, and analyze complex construction drawings, mechanical plans, and technical specifications.
- Experience preparing detailed HVAC equipment estimates and managing competitive bidding processes.
- Proficiency with manufacturer equipment selection tools, pricing software, Microsoft Office, and Windows-based applications.
- Strong analytical and problem-solving skills with exceptional attention to detail.
- Excellent organizational and time management skills, with the ability to prioritize multiple projects and meet demanding deadlines.
- Strong written and verbal communication skills, with the ability to collaborate effectively with sales teams, manufacturers, and customers.
- Ability to work independently, exercise sound judgment, and take ownership of estimating projects from initial review through bid submission.
- Experience mentoring junior estimators or providing technical guidance to team members preferred.
- Comfortable working in a fast-paced, deadline-driven, and collaborative sales environment.