Client Service Estimator

GE Mechanical; Vineland (NJ); Presencial; USD 60 000 - 90 000; Tempo integral

Vantagens oferecidas por esta oferta de emprego

Medical benefits

Vacation and holidays

401(k)

Resumo da oferta

G.E. Mechanical, LLC is seeking a Client Service Estimator to turn client needs and field findings into accurate quotations. You will conduct site visits, document equipment details, and support the sales cycle from discovery to execution.

The role emphasizes technical fluency, estimating, client communication, and collaboration with CSL, CPL, and operations to close deals and deliver solutions.

Qualificações

• High School diploma or GED and five years of mechanical service or related experience.
• Ability to read service reports, equipment information, specifications, and vendor quotations.
• Excellent client-facing communication and coordination skills.

Responsabilidades

• Serve as the technical-commercial resource within the sales team from discovery through handoff to operations.
• Conduct client site visits, equipment reviews, field discovery, and asset inventories.
• Review findings, validate scope, and translate into clear quotes and recommendations.
• Identify additional needs discovered during site visits and route into the commercial process.
• Coordinate with CSL/CPL, technicians, operations, vendors, and accounting to support quotes and invoicing.
• Maintain CRM and service documentation to support future account development.

Conhecimentos

Client-facing communication

Cross-functional collaboration

Reading service reports

Formação académica

High School diploma or GED

Ferramentas

Microsoft Dynamics

Microsoft Office/Teams

Descrição da oferta de emprego

G.E. Mechanical, LLC offers you more than just a salary and more of what makes life exciting and interesting. Beyond a competitive base salary with medical, vacation, holiday, and 401(k) benefits package. G.E. Mechanical offers you the opportunity to run your own projects, control the daily decisions that accompany any job and unlimited growth opportunities. Our team is our greatest asset. We want you to be the one who helps take us to the next level. If you're looking for more out of your career, for more out of life, then it's time to break-out of your comfort zone and apply today.

G.E. Mechanical, LLC. is a full-service mechanical contractor founded in 1984 by Gary E. Forosisky. Over the last 40+ years we have grown into one of the leading mechanical service providers in our region. Our specialties include HVAC, Refrigeration, Plumbing, Drain Cleaning, Environmental and Vacuum Truck Services, Emergency Underground Repairs, as well as Septic Pumping and Lift Stations. With locations in both Vineland and Cranbury, we are well positioned to provide 24/7 mechanical services to all of New Jersey, as well as Eastern Pennsylvania, and Northern Delaware. Our customers include a wide variety of building owners, contractors, industrial production facilities, commercial enterprises, municipal and government entities, and property managers. In addition to our Emergency Services, we also provide Design and Build Services, Construction Management, and Preventative/Reactive/Predictive Maintenance Programs.

POSITION OVERVIEW

The Client Service Estimator (CSE) is the technical field-and-office member of G.E. Mechanical's integrated sales team, responsible for turning client needs, technician findings, site conditions, and equipment information into accurate, timely quotations and actionable commercial solutions. The role combines technical fluency, estimating, client communication, field observation, asset documentation, vendor coordination, and disciplined follow-through. The CSE conducts site visits and asset inventories, reviews service findings, develops repair/service quotations, clarifies scope and options with clients, and supports progression from identified need through quote, approval, and execution. Working as one team, the CSE provides technical assessment, scope, site/asset intelligence, and quotation execution; the Client Solutions Lead (CSL) leads field relationships, discovery, commercial strategy, and closing; and the Client Partnership Lead (CPL) drives inside development, account orchestration, outreach, follow-through, and CRM discipline.

RESPONSIBILITIES

Technical Sales, Site Assessment & Client Engagement

• Serve as the technical-commercial resource within the sales team, partnering with the CSL and CPL from discovery and field assessment through quotation, clarification, approval, and handoff to operations.
• Conduct client site visits, equipment reviews, field discovery, and asset inventories; document equipment type, manufacturer, model, serial number, location, condition, service context, constraints, and other information needed for future service, maintenance, repair, or replacement.
• Review technician findings, service reports, equipment data, parts requirements, and site conditions; identify missing information and validate scope before estimating.
• Translate technical findings into clear client-ready scopes and quotations, discuss assumptions, exclusions, lead times, recommendations, and next steps within appropriate authority, and support quote follow-up/clarification.
• Identify additional repair, maintenance, replacement, reliability, controls, or related needs discovered through site visits, asset inventories, quote development, and client conversations, and route them into the commercial process.
• Represent G.E. Mechanical with professionalism, urgency, practical judgment, and a solutions-oriented approach in client and field interactions.

Estimating, Procurement & Service Coordination

• Prepare and distribute accurate, timely estimates, proposals, and parts requests using technician recommendations, client needs, site observations, and available technical documentation.
• Coordinate with vendors and supply-chain partners for equipment, parts, materials, pricing, availability, lead times, warranties, and supporting product information; track pending responses and deliveries.
• Maintain visibility into open estimates, approvals, parts orders, vendor deliveries, scheduling dependencies, and other items that can delay service execution; follow through until the next action is clearly owned.
• Support Technical Service Leads and service management with operational coordination related to active service work, repair recommendations, scheduling readiness, and ongoing service needs.
• Communicate material constraints, vendor lead times, outstanding approvals, scope conflicts, or incomplete information and elevate unusual or extended issues requiring management or technical review.
• Collaborate with accounting and operations to support accurate invoicing, job-cost tracking, purchase information, and complete service documentation.

Systems, Documentation & Teamwork

• Maintain timely and accurate CRM, service, quotation, opportunity, client, site, asset, labor, parts, warranty, and activity information in Microsoft Dynamics and other company systems.
• Maintain organized records of estimates, proposals, vendor pricing, purchase requests, asset inventories, warranties, equipment information, parts usage, and service history to support future work and account development.
• Coordinate closely with the CSL, CPL, technicians, Technical Service Leads, operations, vendors, scheduling, accounting, and other internal teams so technical and commercial work does not become delayed, lost, or unclear.
• Identify recurring process, documentation, vendor, quoting, or workflow issues that can improve responsiveness, accuracy, service efficiency, and client experience; perform other duties as needed by the commercial and service organizations.

MINIMUM QUALIFICATIONS

Education/Experience

High School diploma or GED and five (5) years of experience in mechanical service, construction, service estimating, technical sales support, service coordination, procurement, or a related technical-service environment. Requires the ability to read service reports, equipment information, specifications, and vendor quotations; communicate directly with clients in office and field settings; conduct site visits and asset inventories; manage competing priorities; and maintain accurate, responsive records. Must demonstrate strong organization, attention to detail, follow-through, practical problem-solving, and coordination across clients, technicians, vendors, sales, operations, and internal teams.

Preferred Qualifications

• Strong working knowledge of commercial HVAC-R equipment, service terminology, common components, and parts identification.
• Experience with commercial site surveys, equipment inspections, asset inventories, technical discovery, scope development, and client-facing quotation support.
• Experience preparing service estimates, repair quotations, proposals, parts requests, and related technical-commercial documentation.
• Knowledge of procurement, vendor coordination, equipment/parts sourcing, warranties, service-support processes, and service histories.
• Experience with ERP/service-management systems, Microsoft Dynamics, and Microsoft Office/Teams.
• Excellent client-facing communication, data accuracy, urgency, and teamwork with CSLs, CPLs, technicians, Technical Service Leads, managers, vendors, accounting, and operations.

G.E. Mechanical, LLC is an Equal Opportunity/Affirmative Action Employer with a strong commitment to the achievement of excellence and diversity among its workforce. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, protected veteran status, or any other characteristic protected by law.