HVAC Technical Design Estimator

Candidate Source; Cradley Heath; Hybrid; GBP 38,000 - 54,000; Full time

Benefits offered by this job

UK Healthcare Membership

Free EAP Helpline

Pension

Free Refreshments & kitchen facilities

Early finish each Friday

WFH options

Christmas Shutdown

Job summary

Candidate Source is seeking a HVAC Technical Design Estimator. This hybrid role requires 3 days per week in the office and a 37.5-hour workweek with an early finish on Fridays.

You will design commercial heating solutions, perform site surveys, and convert quotations into orders while supporting customers and internal teams. Ideal candidates will have significant HVAC design experience, strong communication, and proficiency in AutoCAD, Excel, and CRM systems.

Qualifications

• Significant experience in Technical/Sales Design within HVAC or Humidification.
• Excellent communication with internal and external stakeholders at all levels.
• Proficient in MS Office, CRM systems, and AutoCAD knowledge.

Responsibilities

• Design commercial heating solutions from contractor/consultant/end user data; may include CAD drawings and heat loss calculations.
• Carry out site surveys to qualify information before design production.
• Create customer quotes.
• Provide technical assistance on product operation and guidance on parts.
• Progress heating quotations under the Commercial Operations Manager to convert to orders.
• Highlight potential order problems to the wider team.
• Liaise with inside sales to pass on leads and manage general admin/sales opportunities.
• Participate in departmental and company training schemes.
• Support the wider Customer Service Team as needed by the Commercial Operations Manager.

Skills

Communication

Negotiation

Problem solving

Tools

AutoCAD

CRM systems

Excel

Word

MS Office

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.