Sales/Estimating Associate (HVAC & Plumbing)

Position Summary

The HVAC and Plumbing Estimator/Sales Representative is responsible for identifying new business opportunities, developing customer relationships, and preparing accurate and competitive estimates for both HVAC and plumbing systems. This role combines technical estimating expertise with customer-facing sales responsibilities to drive revenue growth and ensure successful project outcomes.

Essential Duties and Responsibilities

The essential functions include, but are not limited to the following:

Sales & Customer Relations

• Identify and pursue residential HVAC and plumbing sales opportunities.
• Conduct on-site consultations to evaluate customer needs and present system options.
• Prepare and present proposals, close sales, and guide customers through the sales process.
• Build and maintain strong customer relationships to promote repeat business and referrals.

Estimating & Proposal Development

• Evaluate job sites, blueprints, and specifications to develop accurate cost estimates for HVAC and plumbing systems.
• Collaborate with project managers, engineers, and field teams to ensure feasibility and scope alignment.
• Prepare detailed estimates, proposals, and material take-offs.
• Ensure all estimates comply with local codes, company standards, and safety regulations.

Product Knowledge & Technical Expertise

• Recommend equipment and system solutions based on performance, efficiency, and customer needs.
• Stay informed on industry trends, product updates, and code changes in both HVAC and plumbing.
• Understand and articulate the value of different system configurations and upgrades.

Administrative & Reporting

• Maintain accurate records of estimates, proposals, sales activity, and project status.
• Use estimating tools and CRM software to manage pipeline and track performance.
• Report regularly to management on goals, progress, and market trends.

Minimum Qualifications (Knowledge, Skills, and Abilities)

• 3+ years of Estimating and/or Sales experience in HVAC and/or plumbing trades.
• Degree in Business, Marketing or Engineering (preferred) 
• 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.

Physical Demands and Work Environment

• Field and office-based role with regular site visits and customer meetings.
• May require flexible hours to accommodate client schedules.
• Prolonged screen viewing.
• Lifting up to 25 pounds.

Note:

This job description in no way states or implies that these are the only duties to be performed by the employee(s) of this position. Employees will be required to follow any other job-related instructions and to perform any other job-related duties requested by any person authorized to give instructions or assignments. All duties and responsibilities are essential functions and requirements and are subject to possible modification to reasonably accommodate individuals with disabilities.