Project Equipment Estimator

Hoffman & Hoffman Inc•Suwanee, GA

1d•Hybrid

About The Position

Hoffman Hydronics is seeking qualified professionals for the Project Equipment Estimator position. This role involves managing collective accounts, providing high-level customer service, staying updated on market pricing, and developing technical product knowledge. The position is responsible for the order entry process, coordinating deliveries, and acting as the first point of contact for customer inquiries. A key aspect of the role is ensuring seamless product delivery through effective communication between customers, sales engineers, and factories. The estimator will process sales orders and quotations, research upcoming jobs, perform preliminary take-offs, maintain project schedules, and develop Installation Operations and Maintenance Manuals. Collaboration with manufacturers to resolve issues and coordinate equipment start-ups and warranty resolutions is also required.

Requirements

Bachelor’s Degree in Mechanical Engineering or related field required
Minimum 2 year’s experience in similar role (Inside Sales/Account Executive/Product Management)
Highly developed interpersonal and analytical skills
Experience with Marketing / Project Management
A strong sales presence and ability to develop lasting relationships
Detail oriented, professional attitude, reliable
Strong time management skills
Sincere desire to help others
Strong attention to detail
Ability to work independently and within a team with emphasis on accuracy and timeliness
Must possess a personal need to consistently produce accurate and thorough results
Superior written and oral communication skills
Proven problem solving, leadership and listening skills
Product and vendor knowledge (or the ability to quickly learn it)
Strong technical aptitude
Ability to work in a fast-paced environment and handle multiple task
Strong administrative and organizational skills

Nice To Haves

2 or more year’s experience in the HVAC industry preferred but not required

Responsibilities

Manage collective accounts
Provide a high level of customer service in a timely, effective and efficient manner
Keep up to date information on Jobs List
Continuously stay updated on current competitive market pricing and report/share with Outsides Sales and Management
Develop technical depth and understanding of company products and application knowledge
Manage the order entry process and coordinate deliveries with the customers including returns and warranties
Act as first responder for customer call-in requests regarding products or services
Upon receipt of an approved submittal the Inside Salesperson is responsible for seeing the product is ordered on time and accurately. It is essential that this position provide good communication between the customer, sales engineer and the factories in order to accomplish a seamless product delivery
Process and enter sales orders and quotations into CRM (Netsuite)
Utilize industry databases to research and find upcoming jobs to bid
Do preliminary take off on upcoming jobs
Maintain project schedules in quote/project management system ensuring timely project management including Submittals, Orders Entered, Customer Acknowledgements, Delivery Schedules, IOMs, Project Close Out
Develop “Installation Operations and Maintenance Manuals" to provide the customer with written documentation on how to operate and maintain equipment purchased
Work closely with manufacturers to resolve issues
Coordinate scheduling of equipment start-up and resolution of warranty-related issues
Remain knowledgeable on products and technologies which HTS represents
Other tasks as assigned