Job Description

The Senior Estimator leads the full estimating lifecycle for commercial, industrial, and institutional HVAC projects including service, repairs, retrofits, replacements, and large design/build and plan/spec projects. This role combines advanced technical estimating with independent opportunity generation, bid strategy, and negotiation authority. The Senior Estimator builds market relationships, sets pricing strategy, evaluates risk, and provides technical guidance to sales and operations, delivering value-driven solutions and measurable margin improvement. This individual requires minimal oversight, is a self starter, and can manage multiple large bid opportunities in the geography. Must have strong recent experience and understanding in this role for a large HVAC Project based business.

RESPONSIBILITIES:

· Independently prepare and approve detailed cost estimates for HVAC service work, repairs, retrofits, replacements, and design/build projects

· Lead comprehensive reviews of service requests, site assessments, blueprints, technical documents, and technician feedback to develop highly accurate labor and material estimates.

· Own analysis of project specifications and drawings; attend and lead pre-bid meetings to determine scope, risk profile, and required resources.

· Direct vendor and subcontractor sourcing and pricing strategies; negotiate terms to ensure cost-effective and timely delivery aligned with margin targets.

· Establish and maintain accurate records of estimates, job costing data, benchmarking, and pricing trends to inform future quotations and strategy.

· Ensure all estimates comply with company standards, client specifications, and applicable codes; implement estimating QA/QC processes.

· Identify and champion value engineering opportunities; present cost-saving alternatives with lifecycle and ROI analysis.

· Proactively identify, qualify, and secure new project opportunities through

networking, client outreach, and market research, owning a personal pipeline and conversion targets.

· Collaborate with sales leadership to develop market-entry strategies, pursuit plans, and key account growth roadmaps.

· Build and sustain executive-level relationships with clients, general contractors, and industry partners to expand market presence.

· Lead bid strategy and presentation efforts; make recommendations on go/no-go decisions based on risk, capacity, and margin objectives.

MINIMUM AND/OR PREFERRED QUALIFICATIONS:

EDUCATION:

· Bachelor’s degree in Mechanical Engineering, HVAC Technology, Construction Management, or related field (Associate degree with exceptional experience considered).

EXPERIENCE:

· 10+ years of HVAC estimating experience for commercial/industrial projects; 15+ years preferred for complex design/build leadership. Proven experience estimating self perform HVAC projects in excess of $10M

· Proven design/build leadership with ability to develop creative, code-compliant solutions and alternatives

· Advanced understanding of commercial HVAC systems, components, controls, and service operations, including lifecycle cost analysis and the ability to provide budgeting proposals on large HVAC projects with limited drawings.

· Advanced ability to read and interpret complex construction documents and engineering specifications Strong working knowledge of standard MS Office and industry-specific estimating, takeoff, and project management software

· Demonstrated experience in understanding department financials, recovery of indirect costs, and setting estimating department margins. Business development or sales enablement experience with measurable outcomes

CERTIFICATES, LICENSES, REGISTRATIONS:

· None

SKILL REQUIREMENTS:

· Exceptional mathematical, analytical, and risk assessment skills with strong attention to detail

· Executive-level communication, presentation, and interpersonal skills

· Proficiency in reading and interpreting mechanical plans, specifications, and work orders; fluency with estimating software and takeoff tools

· Expertise in value engineering, cost-saving strategies, and total cost of ownership analysis

· Ability to mentor junior estimators and influence stakeholders without direct authority

· Highly organized, with ability to manage multiple complex estimates and deadlines independently

· High professional integrity, accountability, and commitment to technical excellence

PHYSICAL DEMANDS:

· The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job.

WORK ENVIRONMENT:

This job operates in a professional office environment. Must be able to sit and/or stand for extended periods of time.

REASONABLE ACCOMODATION:

Reasonable accommodation will be made to enable individuals with disabilities to perform the essential job functions unless doing so presents an undue hardship on the Company’s business operations.

OTHER DUTIES:

Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities required of the employee for this job. Duties, responsibilities, and activities may change at any time with or without notice. Employees understand the above job description and agree to comply with and be subject to its conditions. Employee further agrees this job description does not alter his/her at-will employment status. Employees understand the Company reserves the right to delegate, remove, expand or change all responsibilities. Employees acknowledge that he/she can fulfill the above duties with or without reasonable accommodation.