Customer Service Representative - Building Products Estimating

srsdistribution; Champaign (IL); Hybrid; USD 28,000 - 34,000; Full time

Benefits offered by this job

Competitive benefits

Overtime eligibility

Growth opportunities

Job summary

SRS Distribution is seeking a Customer Service & Estimator Representative to support frontline customer engagement and commercial project estimating in a hybrid office environment. You will balance service duties with accurate take-offs and quotes, helping drive residential and commercial sales growth.

You will collaborate with sales, warehouse, and delivery teams, perform take-offs using PlanSwift, review blueprints, prepare submittals, and manage materials for awarded projects.

Qualifications

• 1-2+ years of customer service, sales support, or estimating experience.
• Experience reading project plans, blueprints, or construction specifications (preferred for estimating).
• Strong communication and interpersonal skills.
• Experience with CRM and/or ERP systems.

Responsibilities

• Deliver outstanding service via phone, email, and in-person interactions.
• Support walk-in customers with counter sales and product guidance.
• Process orders, transactions, and customer data in ERP/CRM systems.
• Handle customer inquiries, resolve issues, and maintain strong relationships.
• Collaborate with sales, warehouse, and delivery teams to ensure accurate and timely fulfillment.
• Identify sales opportunities and contribute to revenue growth.
• Prepare estimates by reviewing blueprints, specifications, and project documents.
• Perform lumber, siding, and roofing take-offs and calculate material requirements using PlanSwift.
• Develop and submit accurate project quotes and proposals.
• Track and follow up on bids, documenting outcomes and identifying improvement opportunities.

Skills

Customer service

Sales support

Estimating

Communication

CRM experience

Education

Associate's or Bachelor's degree in Business/Communications

Tools

PlanSwift

ERP software

CRM system

Job description

Position Summary

We are seeking a driven and customer-focused Customer Service & Estimator Representative to support both frontline customer engagement and commercial project estimating. This hybrid role plays a key part in delivering exceptional customer experiences while driving residential & commercial sales growth through accurate estimating, relationship building, and project coordination. The ideal candidate is proactive, detail-oriented, and comfortable working in a fast-paced environment-able to balance customer service responsibilities with technical estimating duties. This role offers opportunities for growth into sales or leadership while embracing our "Make Money and Have Fun!" culture.

Key Responsibilities

Customer Service & Sales Support

• Deliver outstanding service via phone, email, and in-person interactions.
• Support walk-in customers with counter sales and product guidance.
• Process orders, transactions, and customer data in ERP/CRM systems.
• Handle customer inquiries, resolve issues, and maintain strong relationships.
• Collaborate with sales, warehouse, and delivery teams to ensure accurate and timely fulfillment.
• Identify sales opportunities and contribute to revenue growth.

Estimating & Project Management

• Prepare estimates by reviewing blueprints, specifications, and project documents.
• Perform lumber, siding, and roofing take-offs and calculate material requirements. Using our software (PlanSwift).
• Develop and submit accurate project quotes and proposals.
• Track and follow up on bids, documenting outcomes and identifying improvement opportunities.
• Build relationships with general contractors, end users, and institutional clients.
• Conduct site visits to verify conditions impacting project scope.
• Prepare submittals for approval by architects and project owners.
• Order, track, and manage materials for awarded projects.
• Work closely with vendors to secure competitive pricing.

Business Development & Collaboration

• Grow residential & commercial sales within the company's footprint.
• Partner with internal sales teams to close project opportunities.
• Share market insights and identify opportunities for product line growth.
• Maintain strong relationships across departments and with external stakeholders.

Reporting Structure

• Reports to: Branch Manager
• Works cross-functionally with sales, warehouse, drivers, and vendor partners

Qualifications

Minimum Qualifications

• 1-2+ years of customer service, sales support, or estimating experience
• Experience reading project plans, blueprints, or construction specifications (preferred for estimating portion)
• Strong communication and interpersonal skills
• Experience with CRM and/or ERP systems
• Ability to multitask, prioritize, and meet deadlines
• Self-motivated with strong organizational skills
• Valid driver's license with reliable transportation
• Authorized to work in the U.S. without sponsorship
• Ability to pass background check and drug screening

Preferred Qualifications

• Experience in building materials distribution or construction industry
• Knowledge of estimating software (PlanSwift) and take-off processes
• Proven track record in sales or customer relationship management
• Bilingual (English/Spanish) preferred
• Associate's or bachelor's degree in business, communications, or related field
• Strong analytical skills with the ability to interpret sales and project data

Core Competencies

• Customer Focus & Relationship Building
• Sales Acumen & Business Development
• Estimating Accuracy & Attention to Detail
• Communication & Collaboration
• Problem Solving & Critical Thinking
• Time Management & Organization
• Adaptability & Continuous Learning
• Integrity & Team-Oriented Mindset

Physical & Working Conditions

• Primarily office-based, with extended periods of sitting or standing
• Frequent computer and phone use
• Occasional lifting (up to 20 lbs.)
• May involve movement around office/warehouse and occasional site visits
• Fast-paced, deadline-driven environment requiring strong multitasking skills
• Reasonable accommodations available in accordance with ADA standards

Why Join Us

• Opportunities for career growth and advancement
• A collaborative, team-oriented environment
• Ongoing training and development
• A culture built on performance and fun: "Make Money and Have Fun!"

The base salary for this position typically falls within the range of $20.00 to $25.00 per hour. Starting wage may vary based on a number of factors including, but not limited to, the position being offered, location, education, training, and/or experience. SRS Distribution offers additional competitive and non-financial benefits. Hourly associates may be eligible for overtime based on business needs. Depending on the role, associates may also be eligible for performance-based bonus programs, commissions, car allowance or automobile and fuel program, and reimbursement for travel expen