HVAC Sales, Design & Estimating Specialist

Premier Systems; Bozeman (MT); On-site; USD 70,000 - 100,000; Full time

Benefits offered by this job

Competitive base salary

Performance-based incentives

Company vehicle or vehicle allowance

Health benefits

Retirement plan

Paid time off

Professional development opportunities

Job summary

Premier Systems in Bozeman, MT is seeking an HVAC professional who can assess projects, design solutions, build trust with homeowners and builders, and create accurate estimates that set our teams up for success.

You will review plans, estimate remodels and new construction, develop scopes of work, and collaborate with field teams to ensure projects are sold and designed correctly, with strong customer relationships.

Qualifications

• HVAC estimating experience
• Residential replacement sales experience
• Residential new construction experience
• Ability to read plans and develop project scopes
• Comfort discussing project costs and solutions
• Excellent communication and relationship-building skills
• Organized and detail-oriented

Responsibilities

• Perform site visits and project assessments
• Review plans, specifications, and project requirements
• Design HVAC solutions for residential and light commercial projects
• Estimate remodels, additions, mini-split systems, boiler projects, and residential new construction projects
• Develop accurate scopes of work and project proposals
• Collaborate with field teams to ensure projects are sold and designed correctly
• Meet with homeowners, builders, contractors, and property owners
• Build trust through technical knowledge and professionalism
• Help customers understand available options and make informed decisions
• Develop and maintain relationships with builders and referral partners
• Represent Premier Systems with professionalism in the field and community
• Respond to select replacement and upgrade opportunities
• Evaluate existing systems and comfort concerns
• Recommend appropriate equipment and solutions
• Present proposals and financing options
• Guide customers through the decision-making process
• Work closely with Service, Installation, New Construction, and Plumbing teams
• Ensure smooth project handoffs from sale to production
• Identify opportunities for additional services, IAQ, maintenance agreements, and system improvements
• Help improve estimating processes, consistency, and project profitability

Job description

Design Solutions. Build Relationships. Deliver Results.

We're not just looking for a salesperson.

We're looking for an HVAC professional who can assess projects, design solutions, build trust with customers and builders, and create accurate estimates that set our teams up for success.

At Premier Systems, we serve homeowners, builders, contractors, and business owners throughout the Gallatin Valley. From custom homes and remodels to mini-split systems, boiler projects, light commercial work, and system replacements, we need someone who can bridge the gap between technical expertise and customer communication.

If you're comfortable discussing HVAC systems, reviewing plans, identifying opportunities, and helping customers understand their options, this may be the opportunity you've been looking for.

What You'll Do

Estimating & Design

• Perform site visits and project assessments

• Review plans, specifications, and project requirements

• Design HVAC solutions for residential and light commercial projects

• Estimate remodels, additions, mini-split systems, boiler projects, and residential new construction projects

• Develop accurate scopes of work and project proposals

• Collaborate with field teams to ensure projects are sold and designed correctly

Customer & Builder Relationships

• Meet with homeowners, builders, contractors, and property owners

• Build trust through technical knowledge and professionalism

• Help customers understand available options and make informed decisions

• Develop and maintain relationships with builders and referral partners

• Represent Premier Systems with professionalism in the field and community

Residential Replacement Opportunities

• Respond to select replacement and upgrade opportunities

• Evaluate existing systems and comfort concerns

• Recommend appropriate equipment and solutions

• Present proposals and financing options

• Guide customers through the decision‑making process

Internal Collaboration

• Work closely with Service, Installation, New Construction, and Plumbing teams

• Ensure smooth project handoffs from sale to production

• Identify opportunities for additional services, IAQ, maintenance agreements, and system improvements

• Help improve estimating processes, consistency, and project profitability

What Success Looks Like

• Accurate estimates

• Strong gross profit margins

• High close rates on qualified opportunities

• Positive builder and customer relationships

• Clean project handoffs

• Increased project volume and revenue growth

• A reputation for being knowledgeable, responsive, and easy to work with

The Right Person

You'll likely thrive in this role if you:

• Have HVAC industry experience

• Understand residential HVAC systems and applications

• Can read plans and develop project scopes

• Enjoy meeting with customers and builders

• Are comfortable discussing project costs and solutions

• Have strong communication and relationship‑building skills

• Are organized and detail‑oriented

• Take ownership of your work and results

• Enjoy solving problems and finding practical solutions

Preferred Experience

• HVAC estimating

• Residential replacement sales

• Residential new construction

• Remodel and addition projects

• Mini‑split system design

• Boiler and hydronic systems

• Light commercial HVAC projects

• ServiceTitan experience

• Load calculations and system sizing

This Role Is Not For Someone Who

• Wants to sit behind a desk all day

• Avoids customer interaction

• Struggles with organization and follow‑through

• Prefers order‑taking over problem‑solving

• Lacks HVAC knowledge or interest in learning the trade

Compensation & Benefits

• Competitive base salary

• Performance‑based incentives

• Company vehicle or vehicle allowance

• Health benefits

• Retirement plan

• Paid time off

• Professional development opportunities

At Premier Systems, our mission is simple:

Empowering People & Raising the Bar.

If you're looking for an opportunity to combine technical expertise, customer relationships, and project estimating into a rewarding career, we'd love to talk.