What are the responsibilities and job description for the Sales Engineer position at Metalforms?
Job Title: Sales Engineer
Location: Houston, TX
Reports To: Global Sales Engineering Leader
Company Overview
Metalforms Heat Transfer is a full-service partner specializing in the design, fabrication, testing, and maintenance of heat exchangers and related process equipment. As a division of Metalforms, we are committed to delivering products and services that provide exceptional value—helping our customers conserve resources, improve environmental quality, increase production, reduce downtime, and support the development of new technologies.
Metalforms has earned its reputation as one of the leading providers of heat transfer solutions along the Gulf Coast Region by offering a wide range of services tailored to meet the evolving needs of industrial clients. Our expertise spans across standard and specialized proprietary equipment for refineries, chemical companies, and industrial facilities worldwide.
We proudly own and supply trusted brands including BROWN FINTUBE®, TWISTED TUBE®, ALCO®, and BOS-HATTEN®, which are recognized globally for their performance and reliability.
Recently acquired by the TransTech Group, Metalforms is now part of a broader network of custom-engineered and fabricated solutions for liquid and gas processing, storage, transfer, and utilization. TransTech serves a wide array of industries including energy, petrochemical, specialty chemical, renewables, biofuels, and other industrial process sectors—enhancing our capabilities and reach.
Job Summary
We are seeking a Sales Engineer to join Metalforms Heat Transfer division. The ideal candidate will be an individual who is independent, self-driven, possesses a high sense of urgency, is customer focused, and exhibits keen attention to detail.
Key Responsibilities
This organization provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state, or local laws. This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation, and training.
#MetalForms
Location: Houston, TX
Reports To: Global Sales Engineering Leader
Company Overview
Metalforms Heat Transfer is a full-service partner specializing in the design, fabrication, testing, and maintenance of heat exchangers and related process equipment. As a division of Metalforms, we are committed to delivering products and services that provide exceptional value—helping our customers conserve resources, improve environmental quality, increase production, reduce downtime, and support the development of new technologies.
Metalforms has earned its reputation as one of the leading providers of heat transfer solutions along the Gulf Coast Region by offering a wide range of services tailored to meet the evolving needs of industrial clients. Our expertise spans across standard and specialized proprietary equipment for refineries, chemical companies, and industrial facilities worldwide.
We proudly own and supply trusted brands including BROWN FINTUBE®, TWISTED TUBE®, ALCO®, and BOS-HATTEN®, which are recognized globally for their performance and reliability.
Recently acquired by the TransTech Group, Metalforms is now part of a broader network of custom-engineered and fabricated solutions for liquid and gas processing, storage, transfer, and utilization. TransTech serves a wide array of industries including energy, petrochemical, specialty chemical, renewables, biofuels, and other industrial process sectors—enhancing our capabilities and reach.
Job Summary
We are seeking a Sales Engineer to join Metalforms Heat Transfer division. The ideal candidate will be an individual who is independent, self-driven, possesses a high sense of urgency, is customer focused, and exhibits keen attention to detail.
Key Responsibilities
- Design, analyze, and validate thermal designs of heat exchangers to find optimal heat transfer and mechanical design solutions.
- Perform preliminary mechanical design of heat exchangers using in-house and commercial software.
- Review customer inquiries to determine the required scope of work and conduct due diligence for each opportunity.
- Understand customer requirements and deliver accurate, competitive, and timely quotations.
- Develop cost estimates using internal tools and present proposals to EPCs and end users promptly.
- Interpret blueprints and technical drawings to identify specific product needs.
- Collaborate cross-functionally to coordinate delivery schedules, resolve technical clarifications, and ensure compliance with applicable laws, specifications, and internal procedures.
- Maintain ongoing communication with welding, machining, and shop teams to incorporate accurate fabrication hours into estimates and assess production capacity.
- Follow-up on quotations and actively foster strong customer relationships.
- Support MHT’s vision by applying best practices and identifying opportunities to enhance profitability.
- Foundational knowledge of manufacturing and fabrication processes.
- Strong interest and foundational knowledge of heat transfer and hydraulics.
- Proficiency in Microsoft Office Suite (Excel, PowerPoint, Word).
- Ability to read and interpret technical drawings.
- Highly organized with strong time management skills.
- Excellent verbal and written communication skills.
- Ability to work independently in a fast-paced environment.
- Familiarity with ASME, TEMA, NACE, API standards (Preferred).
- Experience interpreting customer specifications and technical documents (Preferred).
- Knowledge of heat exchanger design and pressure vessels (Preferred).
- Proficiency with HTRI software (Preferred).
- Exposure to refinery and petrochemical processes (Preferred).
- Experience preparing proposals for EPCs and end users (Preferred).
- Bachelor’s degree in mechanical or chemical engineering.
- 2–3 years of experience in heat exchanger technical sales or estimating (Preferred).
- Free HSA health plan or traditional PPO
- 401(k) with generous company match (Safe Harbor)
- Dental, vision, and optional coverage like accident & critical illness insurance
- HSA and FSA accounts to save on healthcare costs
- Company-paid Life, Long Term Disability, and AD&D insurance
- Confidential support for mental health, family matters, legal concerns, and more through our Employee Assistance Program
- Discounts on gyms, shopping & entertainment
- Health benefits kick in fast – first of the month after 30 days
- Paid Time Off
- Paid Holidays
- Bereavement Leave
This organization provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state, or local laws. This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation, and training.
#MetalForms