HVAC Technical Design Estimator

Candidate Source; Brierley Hill; Hybrid; GBP 32,000 - 60,000; Full time

Benefits offered by this job

UK Healthcare Membership

Pension

Free Refreshments & kitchen facilities

Early finish each Friday

WFH options

Christmas Shutdown

Free EAP Helpline

Job summary

Candidate Source is seeking an HVAC Technical Design Estimator to join our growing team. This hybrid role combines office-based design work with site surveys and customer quotes to deliver accurate heating solutions using data supplied by contractors, consultants or key account managers.

The ideal candidate has HVAC experience, uses AutoCAD and CRM tools, and communicates clearly with internal and external stakeholders.

Qualifications

• Significant experience in a Technical/Sales Design role within HVAC/Humidification preferred.
• Excellent communication with internal/external stakeholders at all levels.
• Proficient in AutoCAD and CRM systems; strong data handling with MS Office.

Responsibilities

• Design commercial heating solutions based on data from Contractor/Consultant/End User/Key Account Manager.
• Carry out site surveys to qualify information for heating design.
• Create customer quotes and provide technical assistance on product operation and applications.
• Progress quotes with Commercial Operations Manager to convert into orders.
• Collaborate with inside sales to share leads and opportunities.
• Support training and development within the department and wider Customer Service Team.

Skills

HVAC design

CRM systems

AutoCAD

MS Excel

MS Word

Communication skills

Negotiation

Tools

MS Office Suite

Job description

A premier Heating, Ventilation and Air Cooling (HVAC) company offering energy-efficient and sustainable products and solutions that exceed customer expectations through employees’ commitment to quality, customer service and operational excellence are seeking a HVAC Technical Design Estimator to join their team.

This is a hybrid role, working 3 day per week in the office. 37.5 hours per week, Monday – Friday with an early Finish on a Friday.

What’s in it for you:

• UK Healthcare Membership
• Free EAP Helpline
• Pension
• Free Refreshments & kitchen facilities
• Early finish each Friday
• WFH options
• Christmas Shutdown

Your responsibilities as HVAC Technical Design Estimator:

• Design commercial heating solutions in accordance with the data provided either by the Contractor, Consultant, End User, or Key Account Manager. The specification provided may encompass a computer aided design in addition to a detailed written specification and heat loss calculation.
• Carry out a site survey if required to qualify the information received before the heating design can be produced.
• Create customer quotes.
• Provide technical assistance to both external and internal customers regarding methods of product operation, application, and individual part guidance.
• Undertake a proactive sales role, answering telephone calls, responding to all forms of correspondence.
• Under the guidance of the Commercial Operations Manager, progress specific heating quotations with an aim of converting into orders.
• Highlight potential order problems with the wider team.
• Liaise with the inside sales team to pass on potential leads and dealing with general administrative & sales opportunities.
• Participate in both departmental and company training schemes.
• Generally, support the wider Customer Service Team and undertake such duties deemed necessary by the Commercial Operations Manager as may be necessary from time to time.

What we’re looking for in a HVAC Technical Design Estimator:

• Significant experience working in a Technical/Sales Design role, within the HVAC and/or Humidification industry would be preferred.
• Exceptional communication skills with the ability to engage with both internal and external stakeholders at all levels.
• An effective negotiator and problem solver with the ability to work effectively under pressure and prioritise workload.
• Proficient in MS Office packages including Excel and Word, and CRM systems.
• Working knowledge of AutoCAD.
• HVAC experience.
• Working knowledge of quoting tool in a CRM system.
• Working knowledge of Microsoft software including excel & word.