Sales Account Manager / Estimator

Job Description
Job Description
JOB SUMMARY
The Sales Account Manager / Estimator is responsible for developing new business opportunities, maintaining strong customer relationships and preparing accurate, competitive estimates for HVAC, plumbing and electrical projects. This position serves as the primary point of contact for customers from the initial sales call through job completion, identifying customer needs, preparing proposals, negotiating pricing and coordinating with internal teams to deliver successful projects.

The ideal candidate combines strong sales skills with estimating knowledge to drive revenue growth while maintaining Stegall Mechanical's commitment to quality and customer service.

KEY RESPONSIBILITIES
Develop and maintain strong relationships with residential, commercial, industrial and property management customers
Identify and pursue new business opportunities
Sell maintenance agreements, service work, equipment replacements, renovations and capital improvement projects
Meet with customers to evaluate project needs and recommend HVAC, plumbing and electrical solutions
Review drawing, specifications and contract documents for bidding opportunities
Perform quantity takeoffs and prepare detailed estimates for labor, material, equipment, subcontractors and project costs
Prepare and present proposals and pricing
Manage multiple estimates and sales opportunities while meeting deadlines
Maintain CRM activity, estimating database, pipeline reporting and sales forecasting
Coordinate with Service, Construction, Project Management and Electrical departments
Participate in project turnover meetings after award
Represent Stegall Mechanical professionally and safely
QUALIFICATIONS
3+ years of estimating, outside sales, account management or project development experience in HVAC, plumbing, electrical or construction
Ability to read blueprints and specifications
Strong estimating communication, negotiation and organizational skills
Proficient in Microsoft Office, CRM and estimating software
Associate's or Bachelor's degree preferred; equivalent experience accepted
Valid driver's license