Senior Mechanical & Boiler Estimator — NYC/Westchester

Cobalt Recruitment; New York (NY); On-site; USD 140,000 - 185,000; Full time

Benefits offered by this job

401(k) with company match

Health, dental, and vision insurance

Paid time off

Job summary

Cobalt Recruitment is seeking a Senior Service Estimator to convert diagnostics and service notes into accurate proposals for our service department across NYC and Westchester. The role involves reviewing technician findings, building labor/material/equipment estimates, and guiding customers through approvals.

This senior position offers ownership over the proposal process, with collaboration across dispatch, service managers, and project managers to move approved work into the field.

Qualifications

• 7+ years of estimating experience in commercial mechanical, HVAC, boiler, or related building systems service work.
• Strong knowledge of boilers, heating systems, and mechanical service scopes.
• Ability to interpret technical diagnostics, service reports, and field documentation.

Responsibilities

• Review field technician notes, diagnostic reports, photos, and service recommendations to scope proposals accurately.
• Develop estimates covering labor, materials, equipment, and project scope for boiler, heating, and mechanical service work.
• Build clear, professional proposals aligned with pricing standards.
• Communicate proposals directly to customers and follow up to close approvals.
• Track proposal status and maintain organized records of pending, approved, and declined work.

Skills

Attention to detail

Customer focus

Communication skills

Project management

Multitasking

Tools

Estimating software

CRM platforms

Office software

Job description

Cobalt Recruitment is seeking a Senior Service Estimator to convert diagnostics and service notes into accurate proposals for our service department across NYC and Westchester. The role involves reviewing technician findings, building labor/material/equipment estimates, and guiding customers through approvals.

This senior position offers ownership over the proposal process, with collaboration across dispatch, service managers, and project managers to move approved work into the field.