Sales ME/Estimator at Air Conditioning Innovative Solutions

Description

We are seeking a driven and client-focused Mechanical Sales Engineer / Estimator to support our growing mechanical retrofit and replacement business. This role bridges the gap between technical expertise and client engagement, ensuring that we deliver cost-effective, innovative solutions that exceed expectations. The ideal candidate combines strong engineering knowledge with excellent communication skills and the ability to adapt to evolving estimating tools and processes.

Key Responsibilities

• Develop detailed ASHRAE RTS/CLTD heat loss/gain calculations, equipment selections, and duct/piping system designs specifically for retrofit and replacement projects
• Create accurate proposals and estimates that help secure work while meeting client needs and budget constraints
• Perform jobsite surveys of existing facilities to gather accurate field data, generate as-builts, and identify system upgrade opportunities
• Perform mechanical takeoffs on engineered plans for new mechanical projects
• Collaborate with internal departments (HVAC, Electrical, Controls, Plumbing) and subcontractors to design practical, cost-efficient solutions
• Communicate regularly with clients to clarify project scope, present recommendations, and address concerns quickly and professionally
• Provide clear, competitive estimates with labor hour projections and material take-offs to support sales goals
• Participate in proposal reviews, pre-construction meetings, and kickoff meetings to ensure alignment with project objectives
• Review and select equipment vendors and subcontractors to achieve best value for the client and company
• Develop control system sequences of operation and points lists for BAS and retrofit projects
• Support field teams with constructability reviews and resolve issues that arise during installation
• Review and approve test and balance and commissioning reports, ensuring systems perform as designed
• Remain adaptable to new and existing estimating software and tools to improve efficiency and accuracy in pricing and proposals

Requirements

• Bachelor’s degree in Mechanical Engineering or equivalent HVAC mechanical estimating experience
• Proven ability to scope and price mechanical retrofit and replacement projects
• Skilled at performing heat load calculations (Trane Trace 3D), designing hydronic piping and duct systems (HVAC Solution Pro), sizing refrigerant piping, and creating mechanical drawings (AutoCAD, Revit, Visio)
• Strong math and analytical skills for estimating, take-offs, and pricing accuracy
• Field experience including site surveys, equipment assessments, and troubleshooting
• Familiarity with HVAC software, energy compliance codes, and engineering calculations
• Knowledge of mechanical, plumbing, and fire protection codes and standards
• Proficiency in Microsoft Outlook, Word, Excel, PowerPoint, CAD software, and estimating platforms
• Ability to learn and implement new estimating tools quickly to stay ahead of industry trends
• Excellent interpersonal and communication skills with the ability to present solutions and build strong client relationships
• Valid Texas driver’s license