Sales Estimator

Role Overview

• 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)