Controls Sales Estimator

MPSW•Phoenix, AZ

About The Position

For over 45 years, MPSW has been a trusted source for engineered HVAC solutions in Arizona. We represent top-tier manufacturers and provide technical sales support for nearly every system type—backed by expert design assistance, energy analysis, and application know-how. At MPSW, we’re team-driven, service-focused, and always moving forward. If you're a self-starter who values collaboration and wants your work to make a real impact, you’ll fit right in here. The Opportunity We are seeking an experienced Sales Estimator for the Controls Department. Must be detail and customer service oriented and have excellent organizational skills. Position requires a high level of correspondence with Service sales team and with customers & vendors. Must be strong in Microsoft applications and be able to work well with others in a fast-paced & high-volume environment.

Requirements

Associate’s degree in business or related field and 3 years of Administrative Assistance experience; or 5 years of administrative experience
Strong computer skills in MS 365 to include Word, Excel, PowerPoint, and Outlook
Ability to read and comprehend simple instructions, short correspondence, and memos. Ability to write correspondence. Ability to effectively present information in one-on-one and small group situations to customers, clients, and other employees of the organization.
Ability to add, subtract, multiply, and divide in all units of measure, using whole numbers, common fractions, and decimals. Ability to compute rate, ratio, and percent and to draw and interpret graphs.
Ability to apply common sense understanding to carry out instructions furnished in written, oral, or diagram form. Ability to deal with problems involving several concrete variables in standardized situations. Mental stamina for problem solving and prioritizing multiple tasks.

Nice To Haves

HVAC, Mechanical Contracting, Engineering or Construction industry experience a plus

Responsibilities

Plan and Spec work: Receive plans and specifications (plan and spec) from the Engineering Sales team via the Controls & Aftermarket Sales Manager Review and mark-up plan and spec to determine controls system requirements for new construction and/or retrofit projects Provide turnkey proposal for plan and spec projects to Controls & Aftermarket Sales Manager for review and submission to Engineering Sales team
Existing building work: Receive site visit information from Controls Sales team for existing buildings, discuss Customer needs and Sales opportunity Provide turnkey proposal to Controls & Aftermarket Sales Manager for review and submission to Customer
Receive field service reports, determine service(s) required and/or recommended, discuss with Controls Sales team: Controls replacements and repairs Preventive Maintenance (PM) Agreements
Prepare estimates and proposals based upon field service reports: Controls replacements and/or repairs PM Agreements Additional services recommended and/or performed at like sites: Programming updates, graphics updates, sequence of operations updates, etc.
Data entry for proposed projects, repairs, and/or PM agreements into CRM (Linx, etc.)
Track sent proposals and follow-up with Equipment Sales and Controls Sales on a consistent basis
Booking of sold proposals and/or PM Agreements to Controls Department including turnover meetings and discussions with Controls Sales, Controls Management, and/or Controls & Aftermarket Sales Manager
Track repair parts / equipment status and update Controls Sales, Controls Management, Controls Service, and Customer
Weekly update to Controls Sales to update weekly proposed, sold, and booked projects and PM agreements
Track active, expiring, and expired PM agreements and send proposals for renewal 60-90 days prior to expiration of existing contract Requires discussion with Controls Sales for additional services, pricing levels, scope verification Requires verification of existing agreement performance with Controls Sales, Controls Management, and Controls Dispatchers
Maintaining job files for Controls Sales, Controls Management, and Customers
Active member of the Controls Team. Support training and event planning, promotional items and branding
Responsible for clerical and administrative support including faxing, copying and data entry for Controls Sales Team
Takes calls from customers and works to answer questions, resolve issues or take messages
Responsible for generating, interpreting and printing various assigned reports
Maintain expense reports and utilizing vendor & manufacturer discounts
Ability to multi-task, prioritize and strong organizational skills are essential
Experienced in customer service, enjoy working both independently and in a fast-paced sales team environment
Performs other duties as assigned
Flexibility to work weekends, as required