Technical Client Solutions Estimator

GE Mechanical; Pennington (NJ); On-site; USD 70,000 - 90,000; Full time

Job summary

G.E. Mechanical, LLC is seeking a Client Service Estimator (CSE) to join the sales team as the technical field-and-office member responsible for turning client needs and site data into accurate quotations and commercial solutions.

The CSE conducts site visits, asset inventories, and reviews service findings to develop clear scopes and quotations for clients. You will coordinate with vendors, maintain CRM and ERP records, and support the progression from discovery through quote, approval, and

Qualifications

• High School diploma or GED with 5 years in mechanical service or related field.
• Ability to read service reports, equipment specs, and vendor quotations.
• Strong organization, follow-through, and coordination across teams.
• Experience with ERP/service-management systems and Microsoft Dynamics is preferred.

Responsibilities

• Serve as the technical-commercial resource within the sales team, partnering with CSL and CPL from discovery through quotation 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.
• 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.
• 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.

Skills

Technical sales

Client engagement

Site assessment

CRM capability

Vendor coordination

Education

High School diploma or GED

Tools

Microsoft Dynamics

ERP systems

MS Office/Teams

Job description

G.E. Mechanical, LLC is seeking a Client Service Estimator (CSE) to join the sales team as the technical field-and-office member responsible for turning client needs and site data into accurate quotations and commercial solutions.

The CSE conducts site visits, asset inventories, and reviews service findings to develop clear scopes and quotations for clients. You will coordinate with vendors, maintain CRM and ERP records, and support the progression from discovery through quote, approval, and