Client Service Estimator

G.E. Mechanical•Vineland, NJ

About The Position

The Client Service Estimator (CSE) is the technical field-and-office member of G.E. Mechanical’s integrated sales team. The role turns client needs, technician findings, site conditions, and equipment information into accurate, timely quotations and actionable commercial solutions. It combines technical knowledge, estimating, client communication, field observation, asset documentation, vendor coordination, and follow-through. The CSE conducts site visits and asset inventories, reviews service findings, develops repair and service quotations, clarifies scopes and options with clients, and supports work from identified need through quote, approval, and execution. The CSE works with the Client Solutions Lead, who leads field relationships, discovery, commercial strategy, and closing, and the Client Partnership Lead, who drives inside development, account orchestration, outreach, follow-through, and CRM discipline.

Requirements

High school diploma or GED.
Five years of experience in mechanical service, construction, service estimating, technical sales support, service coordination, procurement, or a related technical-service environment.
Ability to read service reports, equipment information, specifications, and vendor quotations.
Ability to communicate directly with clients in office and field settings.
Ability to conduct site visits and asset inventories, manage competing priorities, and maintain accurate, responsive records.
Strong organization, attention to detail, follow-through, practical problem-solving, and coordination across clients, technicians, vendors, sales, operations, and internal teams.

Nice To Haves

Strong working knowledge of commercial HVAC-R equipment, service terminology, common components, and parts identification.
Experience with commercial site surveys, equipment inspections, asset inventories, technical discovery, scope development, and client-facing quotation support.
Experience preparing service estimates, repair quotations, proposals, parts requests, and related technical-commercial documentation.
Knowledge of procurement, vendor coordination, equipment and parts sourcing, warranties, service-support processes, and service histories.
Experience with ERP/service-management systems, Microsoft Dynamics, and Microsoft Office/Teams.
Excellent client-facing communication, data accuracy, urgency, and teamwork with colleagues, vendors, accounting, and operations.

Responsibilities

Partner with the Client Solutions Lead and Client Partnership Lead from discovery and field assessment through quotation, clarification, approval, and handoff to operations.
Conduct client site visits, equipment reviews, field discovery, and asset inventories; document equipment details, location, condition, service context, constraints, and other information needed for future work.
Review technician findings, service reports, equipment data, parts requirements, and site conditions; identify missing information and validate scope before estimating.
Translate technical findings into client-ready scopes and quotations, explain assumptions, exclusions, lead times, recommendations, and next steps within appropriate authority, and support quote follow-up and clarification.
Identify additional repair, maintenance, replacement, reliability, controls, or related needs and route them into the commercial process.
Represent G.E. Mechanical professionally and with urgency, practical judgment, and a solutions-oriented approach in client and field interactions.
Prepare and distribute accurate, timely estimates, proposals, and parts requests using technician recommendations, client needs, site observations, and available technical documentation.
Coordinate with vendors and supply-chain partners regarding equipment, parts, materials, pricing, availability, lead times, warranties, and product information; track pending responses and deliveries.
Monitor open estimates, approvals, parts orders, vendor deliveries, scheduling dependencies, and other potential service delays, following through until the next action has a clear owner.
Support Technical Service Leads and service management with coordination related to active service work, repair recommendations, scheduling readiness, and ongoing service needs.
Communicate material constraints, vendor lead times, outstanding approvals, scope conflicts, or incomplete information, and escalate unusual or extended issues requiring management or technical review.
Collaborate with accounting and operations to support accurate invoicing, job-cost tracking, purchase information, and complete service documentation.
Maintain timely and accurate CRM, service, quotation, opportunity, client, site, asset, labor, parts, warranty, and activity information in Microsoft Dynamics and other company systems.
Maintain organized records of estimates, proposals, vendor pricing, purchase requests, asset inventories, warranties, equipment information, parts usage, and service history.
Coordinate closely with sales, technicians, service leads, operations, vendors, scheduling, accounting, and other internal teams to prevent technical and commercial work from being delayed, lost, or unclear.
Identify recurring process, documentation, vendor, quoting, or workflow issues that could improve responsiveness, accuracy, service efficiency, and client experience; perform other duties as needed by the commercial and service organizations.