Sales Estimator Job Description
Sales estimator
provides service Mechanical, Metasys, Security and Fire and other system application support and systems development for owner and installation salespeople.
Sales Estimator Duties & Responsibilities
To write an effective sales estimator job description, begin by listing detailed duties, responsibilities and expectations. We have included sales estimator job description templates that you can modify and use.
Sample responsibilities for this position include:
Meet bid and proposal deadlines
Track the Bid Calendar
Review project plan sheets for scope and quantities
Encourage positive communication between departments
Utilize applicable sales tools effectively (Salesforce.com, Concerto)
Facilitate pre-bid project reviews
Provide on time, accurate site surveys at a local branch level to meet National Accounts survey request timeframes
Drives the pre-sales estimation process for residential, stand-by generator solution field proposals
Help customers with design ideas/problems
Previous sales experience in construction is a plus
Sales Estimator Qualifications
Qualifications for a job description may include education, certification, and experience.
Licensing or Certifications for Sales Estimator
List any licenses or certifications required by the position: NICET, III
Education for Sales Estimator
Typically a job would require a certain level of education.
Employers hiring for the sales estimator job most commonly would prefer for their future employee to have a relevant degree such as Associate and Bachelor's Degree in Engineering, Education, Technical, Construction, Construction Technology, Associates, Business, Construction Management, Technology, Computer Science
Skills for Sales Estimator
Desired skills for sales estimator include:
General building construction
PowerPoint
AC/DC electric theory
Excel
Security system design
Security system design and installation
Telecommunications
Designing and selling commercial access intrusion
Fire and camera systems
Installing
Desired experience for sales estimator includes:
Experience in Inside sales / customer account management / estimating or project management
Associate degree in Construction Management or related degree and/or estimating experience in joist/deck/structural steel
Proficient in reading architectural and structural drawings, project specifications, along with a general understanding of the construction process
Functional Specific (Project Management, Commercial Sales, Home Services)
Provide direct support to our Outside Sales staff with project quotes, pricing and bids
Bachelor’s degree or equivalent plus two years related experience preferred
Sales Estimator Examples
1
Sales Estimator Job Description
Job Description Example
Our company is growing rapidly and is hiring for a sales estimator. If you are looking for an exciting place to work, please take a look at the list of qualifications below.
Responsibilities for sales estimator
- This position reports to the Lead Inside Application Specialist
- Serve as liaison between division and account representative to handle all label requests, concerns and complaints
- Estimate and detail new and repeat orders and repeat order changes
- Process related paperwork, securing approvals as necessary
- Process all incoming orders in a timely manner
- Organize and maintain files, order status records, and related reports/logs for ready access of up-to-date, accurate information
- Enter and update all orders into the order entry system
- Enter revised acknowledged ship dates into the computer order entry system as advised by scheduling and production
- Process order changes as advised by account representative or selling division
- Obtain freight rates, requests for proof of delivery, and shipping information from freight lines
Qualifications for sales estimator
- Quotation tools
- Prior field construction experience assisting crews and performing related tasks such as project management and traffic control
- Excellent math skills and the ability to communicate effectively both orally and in writing
- Ability to work independently with little supervision, the ability to multi task and manage changing priorities are essential
- Must display a courteous and professional attitude when dealing with co-workers and the public
- Proficient computer skills with web based applications and MS Office products
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Sales Estimator Job Description
Job Description Example
Our company is looking for a sales estimator. Thank you in advance for taking a look at the list of responsibilities and qualifications. We look forward to reviewing your resume.
Responsibilities for sales estimator
- Develop and maintain effective relationship with key accounts, ensuring customer expectations are met through proactive problem identification and resolution strategies
- Increase sales volume for company’s products and services, while maintaining sales expense budget
- Responsible for identifying and meeting needs of potential customers
- Will create accurate bids and proposals according to customers’ needs bid specifications
- Identify owner/landholder
- Must possess thorough knowledge of project specifications, contract documents and how the work is paid
- Manage administrative duties to include full detailed reports and status updates meeting established deadlines and objectives
- Research historical cost data and apply mathematics and basic engineering principles to analyze needs
- Call customers to create new business relationships and see how current customers can be further served
- Work with customers, Accounting, and Quality departments, to resolve issues requiring the return of products
Qualifications for sales estimator
- Reviews estimate with appropriate operations & sales team to get mutual agreement on estimate
- Secures pricing from outside vendors and suppliers, mechanical and electrical subcontractors including scope, terms and conditions, bid forms, and contract reviews
- Assist in identifying specification issues or interpretation discrepancies and providing solutions to resolve
- 5+ years Estimating/Project Management experience preferred, ideally within the construction or precast concrete industry
- Ability to maintain focus and multitask effectively
- Ability to work independently to accomplish results
3
Sales Estimator Job Description
Job Description Example
Our company is looking for a sales estimator. To join our growing team, please review the list of responsibilities and qualifications.
Responsibilities for sales estimator
- 70% of the time would be spent with sales people to design and estimate security, electronic access control, IP video, intercom and fire life safety systems for Johnson Control Customers
- 30% of the time would be spent completing site walks and assisting account representatives on larger projects to ensure customer expectations are detailed out
- Requisitions merchandise from warehouse for immediate delivery, delayed customer pick-up, company truck delivery or shipment by common carrier
- Purchases materials following approved purchasing procedures
- Assists in collections of accounts and verifies customer credit status and credit procedures
- Primary function of this position is to provide excellent customer service in the process of managing the compliance process of all permits
- Will work closely with senior Fire Planner to learn the design process, for security systems while adhering to classic project constraints
- Working in a dynamic changing environment dealing with internal and external customers government entities’
- Prepare quotes/estimates using a computerized estimating program
- Phone & Email duties, corresponding with company representatives
Qualifications for sales estimator
- Ability to work as a team member and maintain order confidentiality
- General office skills (filing, record keeping, data entry)
- Fast, accurate keyboard skills (40 wpm minimum)
- Ability to learn and apply detailed information (product line, pricing)
- Forms or label manufacturing experience
- Prefer post high school training in office skills
4
Sales Estimator Job Description
Job Description Example
Our company is looking to fill the role of sales estimator. We appreciate you taking the time to review the list of qualifications and to apply for the position. If you don’t fill all of the qualifications, you may still be considered depending on your level of experience.
Responsibilities for sales estimator
- Will utilize Dodge Reports (a data base that lists active construction projects bidding within a specified period of time)
- Will determine the jobs that are bidding, determine our ability to produce the product based on plans/specifications
- Will call architects, contractors and our customer who might be bidding and request to bid the project
- Will estimate job and prepare bid
- Follow-up with customer
- Traveling to potential sites to evaluate existing conditions and meeting with site owners and/or owner’s representatives
- Bidding on a competitive basis and submitting quotes to primes along with developing and maintaining positive relationships with owner, contractors, and engineers
- Tracking and adjusting quantities through all phases of each project
- Preparation of estimates, proposals, sealed bids, sub contracts and generation of various reports required by immediate supervisor
- Work will be performed per the supervisor’s instruction, free from direct supervision except for more complicated projects
Qualifications for sales estimator
- The employee must walk, reach with hands and arms, and drive
- The job is generally performed in office and jobsite environments
- Requires technical and financial expertise with an aptitude to learn and competently use company estimating tools gain an understanding of value engineering, related contractual concepts, and financial acumen
- Bachelor’s Degree in an engineering or technical field to compliment the type of estimating work required for this role
- Local connections with St
- 4 year degree in construction management and or civil engineering is desired but not necessary
5
Sales Estimator Job Description
Job Description Example
Our growing company is looking to fill the role of sales estimator. To join our growing team, please review the list of responsibilities and qualifications.
Responsibilities for sales estimator
- Provide thorough review of shop drawings for submittal to client and cut tickets for fabrication
- Verify material range approval process with client and supplier
- Manages process of importing stone projects from international vendors including China, Italy, Turkey, Spain, Portugal, and others
- Utilizes special order stone system to price projects
- Travels throughout assigned region to call on regular and prospective customers including Architects, Designers, Developers, General Contractors and Fabricators
- Reads blueprints, cut sheets and prepare take-offs when required
- Provide stone technical assistance to internal and external customers
- Works with National Account personnel, Arch
- Conducts area market analysis of top accounts in each area including Developers, General Contractors and Installers
- Project Analyst for the Tennessee market
Qualifications for sales estimator
- Bachelor’s degree in Civil or Construction Engineering plus three to five years of industry experience
- Knowledge of paving and milling operations, best practices, and key performance indicators
- Ability to dissect project plans and specifications to determine project critical path, productivity targets, labor, equipment, material and trucking cost estimates
- Knowledge of Construction Market Segment – municipal market matrix, competitor backlog and capacity, competitor bonding capacity, key paving customer accounts
- Knowledge of OSHA, MUTCD, and DOT rules and regulations
- Associate's degree (A