Service Estimating Team Lead

Trane Technologies•Willowbrook, IL
•Hybrid

About The Position

Trane Technologies is hiring a Service Estimating Team Lead for its Upper Midwest region. The role leads a team of estimators while also personally preparing estimates and quotes for HVAC service projects and agreements. The team works with Trane Account Managers and building owners to develop customer-ready proposals and total solutions, with an emphasis on energy-efficient buildings. The position combines hands-on estimating, team leadership, and workflow management. The Team Lead develops scopes and proposals, evaluates equipment and material requirements, coordinates subcontractor and vendor pricing, and supports bid strategy and risk assessment. They coach estimators, manage workload and quote quality, and improve estimating processes. The work arrangement is onsite Monday through Thursday, with the employee choosing their work location on Fridays based on work needs.

Requirements

  • Bachelor's or associate degree in engineering, engineering technology, or a related field with 3–5 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, preferred.
  • Financial and business acumen and a history of completing projects on time and on budget.
  • Ability to prioritize tasks, meet tight deadlines in a fast-paced environment, and maintain attention to detail.
  • Flexibility to work overtime and weekends as required.
  • Valid driver's license held for at least 12 months, with no major or frequent traffic violations or preventable collisions as described in the posting during the previous three years.

Nice To Haves

  • Bachelor's or associate degree in engineering, engineering technology, or a related field.
  • Working knowledge of mechanical, electrical, and plumbing construction systems.
  • Experience working directly with building owners.

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 develop scopes of work, preliminary proposals, system sketches, and points lists.
  • Perform equipment and material take-offs and verify unit configurations, voltages, options, sizing, and vendor selections.
  • Develop subcontractor and mechanical/electrical partner scopes; solicit and evaluate competitive quotes and negotiate pricing.
  • Lead pre-bid meetings with Account Managers and service leadership to review scope, pricing strategy, margin targets, risks, and constructability.
  • Identify cost-saving opportunities and project risks to support competitiveness and protect gross margins.
  • Directly lead, mentor, and coach Service Estimators; conduct regular one-on-one check-ins, set goals, and deliver performance evaluations.
  • Provide technical guidance on complex scopes, equipment configurations, and non-standard vendor packages.
  • Partner with regional leadership to recruit, interview, hire, and onboard estimating team members, and provide structured training.
  • Cultivate a collaborative, inclusive, customer-focused team culture centered on accountability and mutual support.
  • Manage estimating intake, prioritize high-impact quotes, allocate work across the team, and balance the Team Lead's own quote volume.
  • Implement peer reviews, standard work templates, and quality-assurance checklists to improve bid consistency, turnaround time, 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 supporting volunteer and parental leave.
  • 401(k) match.
  • Educational and training opportunities through company programs, tuition assistance, and student debt support.
  • Salary incentive eligibility.
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