Sales Estimator
Preferred Technologies, LLC
full-time
Posted on:
Location Type: Hybrid
Location: Houston • Texas • United States
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About the role
- Act as the dedicated estimation and proposal resource for an assigned SDP, supporting preferred partners and designated accounts.
- Lead, manage, and assume accountability for the design and estimation of assigned sales projects, including budgeting, detailed estimating, and value engineering support.
- Prepare proposals and estimates with detailed scopes of work, clarifications, inclusions/exclusions, assumptions, and commercial terms as directed.
- Develop and maintain a working understanding of the customer’s existing environment and project conditions to support accurate pricing and reduced risk.
- Produce complex, enlarged estimates, which may include multi-system scopes (Divisions 27/28 and related low-voltage technologies), multiple buildings, phasing, and non-standard job conditions.
- Estimating support for change orders on ongoing projects, including: Reviewing existing project scope, drawings, submittals, and prior change documentation Identifying scope deltas, coordination requirements, and schedule impacts (as applicable) Building clear, defensible pricing and documentation suitable for customer review.
- Coordinate with Design Estimation, Operations, and Project Management to validate scope, labor approach, materials, constraints, and execution risks.
- Attend site walks, pre-bids, and customer meetings with or in support of the assigned SDP as needed.
- Facilitate bidding and quote activity using MS Outlook and Pref-Tech systems; ensure timely follow-up, bid submissions, and required documentation.
- Manage leads, deals, and contacts in Pref-Tech’s CRM as assigned; maintain organized opportunity notes, tasks, and next steps.
- Support the assigned SDP with account responsiveness—helping ensure customers and preferred partners experience a smooth, professional sales process.
- Maintain and continue to develop sales, design, and estimation skills and certifications relevant to the position.
- Demonstrate excellent customer service and professionalism in all communication (verbal, written, and presentation).
- Adhere to all HR and safety policies and procedures.
Requirements
- High School Diploma or GED equivalent.
- Experience in creating estimates, proposals, and designs; security industry experience preferred.
- Ability to review and interpret drawings/prints and translate them into clear scope and pricing.
- Strong client-facing experience with a consultative, service-oriented mindset.
- Strong organization skills and ability to manage multiple priorities, deadlines, and stakeholders.
- Fluency with Microsoft Office 365 software tools.
- Exceptional analytical and conceptual thinking skills; capacity to work independently and collaboratively.
- Ability to work efficiently without compromising quality or accuracy.
- Comfort with complex scopes, ambiguity, and change-order nuance; able to build clear documentation for “scope delta” work.
Benefits
- Competitive salary based on experience, training, and fit for position.
- Inclusion in applicable incentive program(s) or commission plan as determined for the role.
- 401K Safe Harbor Plan with up to 4% employer match (Traditional and Roth options available).
- Health, Dental, Vision and other elective insurances.
- PTO per company policy.
- Company vehicle or mileage reimbursement (as eligible/required)
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills & Tools
estimatingproposal preparationbudgetingvalue engineeringscope interpretationchange order managementdocumentationanalytical thinkingconceptual thinkingdesign
Soft Skills
customer servicecommunicationorganizationconsultative mindsetindependent workcollaborative worktime managementprofessionalismresponsivenessmulti-tasking
Certifications
sales certificationdesign certificationestimation certification