Commercial HVAC Estimator / Inside Sales Support
About The Position
Plimpton & Hills is seeking a Commercial HVAC Estimator / Inside Sales Support professional to prepare accurate and competitive estimates for commercial HVAC projects. This role is responsible for performing detailed take-offs from blueprints, plans, and specifications, developing quotations and submittals, and supporting our commercial sales team throughout the bidding and project lifecycle. The Commercial HVAC Estimator works in a fast-paced, deadline-driven environment and collaborates closely with contractors, engineers, manufacturers, vendors, and internal sales teams. This position is ideal for candidates with HVAC industry experience who are career-oriented and interested in advancement opportunities within commercial sales, estimating, project management, or sales leadership.
Requirements
- HVAC degree, technical training, and/or equivalent HVAC industry experience.
- Ability to read and interpret blueprints, plans, schedules, specifications, and construction documents.
- Proficiency in Microsoft Office applications, including Word, Excel, Outlook, and Teams.
- Self-motivated, dependable, and results-oriented.
- Strong organizational skills with exceptional attention to detail.
- Ability to manage multiple estimates, projects, and deadlines simultaneously.
- Excellent communication, customer service, and relationship-building skills.
- Strong analytical and problem-solving abilities.
- Ability to work collaboratively with customers, vendors, contractors, and internal teams.
- Commitment to accuracy, quality, and continuous improvement.
Nice To Haves
- Two (2) or more years of experience in commercial HVAC estimating, inside sales, project coordination, mechanical construction, or a related field preferred.
- Experience working with commercial contractors, engineers, architects, consulting engineers, and construction documents strongly preferred.
- Experience with commercial construction projects, bid processes, and plan-and-spec work is highly desirable.
- Experience using estimating software, construction bidding platforms, ERP systems, order-entry systems, and CRM platforms preferred.
- Familiarity with commercial HVAC products, equipment, and mechanical systems.
- Knowledge of commercial HVAC equipment including rooftop units (RTUs), split systems, heat pumps, air handlers, chillers, boilers, VRF systems, controls, and related accessories preferred.
- Experience using Customer Relationship Management (CRM) platforms such as Salesforce, HubSpot, Microsoft Dynamics, NetSuite CRM, or similar systems preferred.
- Ability to analyze product specifications, equipment selections, and technical submittal requirements.
Responsibilities
- Perform commercial HVAC take-offs from blueprints, construction drawings, plans, specifications, and project bidding platforms.
- Prepare accurate and competitive estimates for HVAC equipment, materials, and systems.
- Estimate and price commercial new construction, renovation, replacement, retrofit, and design-build projects.
- Develop detailed quotations, bids, proposals, and submittal packages.
- Review project documents to ensure a complete understanding of project scope, specifications, and requirements.
- Coordinate with manufacturers and vendors to obtain pricing, equipment selections, technical information, and lead times.
- Support inside and outside sales representatives throughout the quote, bid, and project award process.
- Maintain CRM systems and customer records, documenting sales activities, bid opportunities, project updates, and customer communications.
- Participate in sales meetings and collaborate with the commercial sales team on business opportunities and project strategies.
- Manage multiple projects simultaneously while meeting strict bid deadlines.
- Provide responsive support to mechanical contractors, engineers, project managers, and customers.
- Ensure all work meets company standards for accuracy, quality, customer service, and profitability.
Benefits
- Competitive compensation commensurate with experience.
- Eligible to participate in the company's comprehensive benefits package, including medical, dental, and vision insurance.
- 401(k) retirement plan with company match.
- Paid time off and paid holidays.
- Company-paid training and professional development opportunities.
- Career growth opportunities within a stable, growing organization.
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Education Level
No Education Listed
