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 while also personally preparing estimates and customer-ready proposals for HVAC service agreements, repairs, retrofit projects, and controls solutions. The team works with Trane Account Managers and building owners to develop service-project estimates and quotes, with an emphasis on energy-efficient building solutions. The position combines hands-on estimating and quoting with people leadership and operational workflow management. It oversees estimating quality, team capacity, coaching and development, and continuous improvement. The role is onsite Monday through Thursday, with flexibility to choose the work location on Fridays based on work requirements.
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. A four-year degree is not required if the candidate has relevant practical experience and skills.
- Working knowledge of construction, including mechanical, electrical, and plumbing systems, preferred.
- Financial and business acumen and a history of completing projects on time and within budget.
- Experience prioritizing tasks to meet tight deadlines in a fast-paced environment with attention to detail.
- Flexibility to work overtime or weekends as required.
- 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.
Nice To Haves
- Bachelor's or associate degree in engineering, engineering technology, or a related field.
- Working knowledge of mechanical, electrical, plumbing, and other 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 configurations, voltages, options, sizing, and vendor selections.
- Develop scopes for subcontractors and mechanical or electrical partners; solicit and evaluate quotes and negotiate pricing.
- Lead pre-bid reviews with Account Managers and service leadership covering scope, pricing strategy, margin targets, risks, and constructability.
- Identify cost-saving opportunities and project risks to improve competitiveness and protect gross margins.
- Lead, mentor, and coach Service Estimators; conduct regular one-on-ones, establish goals, and deliver 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 and provide structured training.
- Foster a collaborative, inclusive, customer-focused team culture centered on accountability and mutual support.
- Manage estimating intake, prioritize quotes, allocate requests across the team, and balance team capacity with personal quote volume.
- Implement peer reviews, standard-work templates, and quality-assurance checklists to improve consistency, turnaround, and accuracy.
- Apply Lean principles to streamline quoting workflows, modernize estimating tools, and improve regional bid win rates.
Benefits
- Health insurance and holistic wellness programs, including incentives, effective on day one for the employee and family.
- Fertility coverage and adoption or 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.
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What This Job Offers
Job Type
Full-time
Career Level
Manager
Education Level
Associate degree
