Sales Rep/Estimator

Harwich Port Heating and Cooling•Harwich, MA

About The Position

The Sales Representative / Estimator is responsible for generating revenue by identifying customer needs, preparing accurate project estimates, presenting solutions, and securing project contracts for HVAC, plumbing, or electrical services. This role manages the sales process from initial customer contact through proposal preparation and project handoff while maintaining strong relationships with homeowners, builders, developers, and commercial clients. The Sales Representative / Estimator conducts site evaluations, develops scopes of work, prepares pricing proposals, and collaborates with operations teams to ensure projects are planned accurately and executed successfully. This position also provides project overview support by communicating project expectations, timelines, and scope details to both customers and internal teams. Success in this role requires strong technical knowledge, customer service skills, and the ability to translate customer needs into profitable projects while maintaining the company’s standards for quality and professionalism.

Requirements

3+ years of estimating and/or sales experience in HVAC and/or plumbing trades.
Strong understanding of HVAC and plumbing systems, installation methods, and building codes.
Ability to read and interpret blueprints, plans, and technical documents.
Excellent communication, negotiation, and customer service skills.
Proficiency with estimating software, CRM tools, and Microsoft Office.
Valid driver’s license and reliable transportation.

Responsibilities

Respond to inbound customer inquiries and sales leads
Generate new business opportunities through referrals, builder relationships, and networking
Conduct customer consultations to identify project needs and recommend appropriate solutions
Develop long-term relationships with homeowners, property managers, builders, and contractors
Maintain a professional presence representing the company within the community
Follow up on leads and proposals to secure signed contracts
Conduct on-site evaluations to assess customer needs and project requirements
Measure spaces and assess existing systems and conditions
Prepare accurate project estimates for installations, replacements, and upgrades
Develop detailed scopes of work including materials, labor, equipment, and timeline considerations
Ensure estimates align with company pricing standards and profitability goals
Prepare and present professional proposals to customers
Explain technical solutions and pricing clearly to clients
Provide initial project overview and scope explanation to customers
Communicate project expectations, timelines, and process to clients
Coordinate project handoff with installation teams and project managers
Ensure all job details are accurately entered into company systems
Assist operations with clarifications regarding project scope and specifications
Participate in project kickoff discussions when necessary
Develop and maintain relationships with builders, developers, and contractors
Participate in bidding opportunities for construction projects
Assist in reviewing plans and specifications for new construction projects
Provide estimates and proposals for mechanical scopes of work
Maintain professional communication with construction partners throughout the bidding process
Maintain regular communication with customers throughout the sales process
Provide updates regarding proposal status and project scheduling
Address customer questions and concerns regarding equipment, pricing, and project scope
Ensure customers understand warranty, service options, and maintenance plans
Maintain accurate records of all estimates, proposals, and communications
Enter job information and estimates into CRM or field service systems (e.g., ServiceTitan)
Track proposal activity and pipeline opportunities
Maintain organized records of plans, measurements, and project notes
Meet or exceed monthly and annual sales targets
Maintain strong close ratios and sales conversion rates
Ensure estimates meet company margin requirements
Track project opportunities and follow up on pending proposals
Deliver a professional, consultative sales experience
Ensure clear communication and transparency with customers
Maintain high customer satisfaction throughout the sales and project initiation process
Represent the company’s commitment to quality, integrity, and professionalism