Controls Estimator

Job Title: Controls Estimator

Reports to: Vice President of Sales; Lead Sales Person

FLSA Status: Exempt

Position Purpose: The Controls Estimator assists Outside/Inside Sales Engineers and Account Management team in growing the market served. This is done by supporting the discovery and qualification of sales opportunities, documenting and maintaining bid calendars, and coordinating with both inside and outside entities for the successful estimating of work. The ideal candidate either already has or is willing to develop a strong technical understanding of HVAC products and systems, as well as excellent time management, interpersonal and communication skills.

Employment at Will: Nothing herein is intended to create a contract of employment or to guarantee employment for a definite duration.

Duties and Responsibilities:

• Collaborate with HBT Sales and Account Management teams to understand customer requirements, to promote the sale of company products and to provide sales support.

• Confer with customers and Sales and Account Management teams to assess HVAC equipment needs and to determine system requirements.

• Maintain detailed records and project notes on the development of plans and Estimated Systems.

• Complete take-off and Scopes of work of Building Automation Systems from building plans and specifications.

• Work with the HBT team to develop project proposals based on customer request or information.

• Assemble and review technical documents for turnover of project from sales to operations team.

• Articulate reasons for selections and prices for operations team to assist in project understanding of execution team

• Review specifications to ensure HBT is listed and able to pursue work, Follow up with design engineer in circumstances where it is not.

• Provide weekly pursuit and status updates to Sales Team

• Maintain detailed revision control notes on all project pricing and proposals.

• Provide technical support to installing contractors and end users.

• Coordinate responses to inquiries with Sales Team, Project Managers, Technicians, and internal Engineers.

• Attend industry education events, industry workshops, and manufacturer update briefings on current trends and new Controls information.

Position Requirements:

• Bachelor's Degree or 2-4 years of work experience in related industry preferred but not required.

• Knowledge of commercial/industrial HVAC equipment and experience reading construction plans and engineering specifications is preferred but not required.

• Knowledge of the content and structure of the English language including the meaning and spelling of words, rules of composition and grammar.

• Proficiency with Microsoft Windows OS, MS Word, MS Excel, and MS Outlook are required. A level of familiarity with Bluebeam Revu, AutoCAD, and Adobe Acrobat are preferred.

• Required to complete work accurately and thoroughly.

• Ability to organize and verbally convey technical information effectively and clearly is essential.

• Must follow a systematic method of consistently organizing and presenting information to support the team goal.

• Must be detail oriented, results oriented and able to embrace and adapt to change, along with the ability to effectively multi-task in a deadline driven atmosphere.

• Must be self-motivated with the ability to take initiative with limited supervision.

• This job is highly technical and small details are often key to winning. Being a detailed engineer is required.

• Ability to understand comments and questions during the sales process. Must give full attention to what internal team members and clients are saying, understand the points being made, and ask appropriate questions at appropriates times.

• Ability to effectively build strong relationships with customers and coworkers.

Physical Demands:

• Standing: Frequently

• Walking: Frequently

• Sitting: Frequently

• Use of Hands/Fingers: Frequently

• Bending: Frequently

• Pushing/Pulling 12 lbs. or less: Frequently

• Lifting/Carrying 10 lbs. or less: Frequently

• Lifting/Carrying 11-20 lbs.: Occasionally

• Reaching Outward: Frequently

• Reaching Above Shoulder: Occasionally

• Squatting/Kneeling: Occasionally

This job description is intended to provide information regarding the essential functions and basic duties of this position. It is not intended to be construed as an exhaustive list of all functions, responsibilities, skills, and duties that could be assigned. Additional functions and requirements may be assigned by management as it deems appropriate. This document does not constitute a contract and is subject to change at the discretion of Hoffman Building Technologies, Inc.