Commercial Roofing Sales Estimator

Commercial Roofing Sales Estimator

Position Summary:

The Sales Estimator will sell to new and existing clients and schedule sales appointments via self-generated leads.  This position will estimate the roofing projects that are being sold; by site inspection, to produce a scope of work, pricing for materials and labor and a written proposal. As required, manage the estimating and project process from beginning to end - bidding, completing bid/proposal packages, contract management, creation of hand off packages, submittal process, material procurement, cost management, etc. This position will report to the President.

Primary responsibilities include but are not limited to the following:

1. Prospect via cold calls, emails, door-to-door calls, networking and referrals.
2. Maintain active involvement with local organizations such as BOMA and IREM and participating in networking events with them.
3. Set sales appointments with key decision makers at prospective client companies.
4. Establish rapport and developing long-term business relationships with clients.
5. Make sales presentations and partner with clients to establish their needs.
6. Present clients with the most appropriate solutions.
7. Create proposals and reports for clients or generate estimates from blueprint drawings, specifications, field notes, field drawings, and actual field inspections depending on client needs.
8. Submit all contacts and documentation in a timely manner; maintain sales call logs.
9. Follow up with clients on a periodic basis to ensure that their expectations are being met and to get referrals.
10. Coordinate with service manager and president to develop sales strategies and to close deals.
11. Understand the contract to ensure the Company’s responsibilities and scope of the work.
12. Responsible for catching deviations from the specifications and plans as it relates to scope, contract and schedule.
13. Obtain all necessary information, such as: field inspections, measurements, photographs, and sketches required to provide accurate customer pricing.
14. Communicate with owners, architects, engineers, general contractors and property managers.
15. Attend/conduct all weekly meetings in conjunctions with project start-up, pre-bid, sales, job progress.

Requirements:

• Required:  High school diploma.
• Minimum of 5 years of experience estimating Commercial Roofing Projects.
• Must have working knowledge of the Edge Software or a digital estimating program. Must be willing to learn on-line system for bidding process.
• Must be extremely knowledgeable of Microsoft Programs such as Excel and Word.
• Must be able to prepare bids using Excel and other estimating programs.
• May need to conduct take-offs and core cuts
• Not afraid of heights
• Can climb ladder

Knowledge, Skills & Experience (Essential)

• High School diploma
• 4 years of experience in construction project management.
• MS Office, and MS Project experience.
• OSHA 30 training

Knowledge, Skills & Experience (Desirable)

• Bachelor's degree in construction/engineering related curriculum
• Previous estimating experience helpful.
• Knowledge of basic accounting principles.

Key Competencies

• Walking, turning, stooping and reaching for and carrying materials, stepping over and around obstacles, climbing ladders and scaffolding. 
• Must hear well enough to understand oral directions. 
• Must see to read forms, labels, directions, prints, and specifications
• Teamwork and collaboration

Occupational Health and Safety

Employees are responsible and accountable for

• Enforce and adhere to OSHA Safety Requirements

• Compliance with workplace policies and procedures for risk identification, risk assessment and risk control
• Active participation in activities associated with the management of workplace health and safety
• Identification and reporting of health and safety risks, accidents, incidents, injuries and property damage at the workplace
• Correct utilization of appropriate personal protective equipment