Service Estimating Team Lead
About The Position
Trane Technologies is hiring a Service Estimating Team Lead in the Upper Midwest region. The role leads a team of estimators who work with Trane Account Managers and building owners to develop estimates and quotes for HVAC service projects and agreements. The position combines hands-on estimating and proposal development with team leadership, workflow management, and continuous improvement. The Team Lead develops cost estimates and customer-ready proposals for service agreements, repairs, retrofit projects, and controls solutions; reviews specifications and establishes scopes of work; performs equipment and material take-offs; coordinates subcontractor and vendor quotes; and leads pre-bid reviews. The role also coaches and develops estimators, manages hiring and onboarding, distributes workload, implements quality-assurance processes, and improves estimating workflows. The work arrangement is onsite Monday through Thursday, with the option to choose the work location on Fridays according to work needs. The position offers an annual base salary range of $78,406.66 to $109,479.99 and is incentive eligible.
Requirements
- Bachelor's or associate degree in engineering, engineering technology, or a related field with three to five years of related experience; or a technical certificate with five years of related experience; or HVAC Technician experience combined with education and related field experience.
- Working knowledge of construction, including mechanical, electrical, and plumbing systems, is preferred.
- Financial and business acumen, with a history of completing projects on time and on budget.
- Experience prioritizing tasks to meet tight deadlines in a fast-paced environment with attention to detail.
- Valid driver's license held for at least 12 months, with no major or frequent traffic violations or preventable collisions in the previous three years.
- Flexibility to work overtime and weekends as required.
Nice To Haves
- Experience working directly with building owners.
- Working knowledge of mechanical, electrical, and plumbing systems.
- Bachelor's or associate degree in engineering, engineering technology, or a related field.
Responsibilities
- Personally develop cost estimates and customer-ready proposals for HVAC service agreements, quoted service repairs, retrofit projects, and controls solutions.
- Review design-build and owner specifications from Account Managers and establish scopes of work, preliminary proposals, system sketches, and points lists.
- Perform equipment and material take-offs, verifying configurations, voltages, options, sizing, and vendor selections.
- Develop subcontractor and mechanical/electrical partner scopes; solicit and evaluate quotes and negotiate pricing.
- Lead pre-bid review meetings with Account Managers and service leadership to discuss scope, pricing strategy, margin targets, risks, and constructability.
- Identify cost-saving opportunities and project risks to support competitive bids and protect gross margins.
- Lead, mentor, and coach Service Estimators; hold regular one-on-ones, set individual goals, and conduct performance evaluations.
- Provide technical guidance to estimators on complex scopes, equipment configurations, and vendor packages.
- Partner with regional leadership to recruit, interview, hire, and onboard estimating team members.
- Cultivate a collaborative, inclusive, customer-focused team culture centered on accountability and mutual support.
- Manage estimate intake, prioritize high-impact quotes, allocate requests across the team, and balance team capacity with personal quote assignments.
- Implement peer reviews, standard-work templates, and quality-assurance checklists to improve consistency, speed, and accuracy.
- Use Lean principles to streamline quoting workflows, modernize estimating tools, and improve regional bid win rates.
Benefits
- Health insurance and holistic wellness programs with incentives, effective on day one for the employee and family.
- Fertility coverage and adoption/surrogacy assistance.
- Up to 15 vacation days, paid holidays, sick leave, and additional options for volunteer and parental leave.
- 401(k) match.
- Educational and training opportunities through company programs.
- Tuition assistance and student debt support.
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What This Job Offers
Job Type
Full-time
Career Level
Manager
Education Level
Associate degree
