HVAC/R Estimator and Proposal Writer

5 days ago

Madison, United States Monaire Full time
Job DescriptionJob Description

About Monaire:

Monaire is on a mission to revolutionize the management of heating and cooling systems, and bring energy efficiency to every light commercial building with AI-powered HVAC/R.

Heating, Ventilation and Air Conditioning (HVAC) and Refrigeration (HVAC/R) in 94% of commercial buildings in the US are operated inefficiently and fail without warning. Commercial building owners and operators waste billions of dollars in energy, emergency repairs, downtime and food waste due to HVAC/R equipment failing. Tragically, these systems also generate the same amount of greenhouse gasses as 43 million gas cars and contribute significantly towards global warming.

Monaire is building a tech-enabled service platform to reduce emissions from commercial HVAC/R and help owners/operators reduce waste and downtime. Monaire launched its v1 product and services in March 2023 and has already signed on 150+ paid locations. Early customer adoption has spread organically and we now have a backlog of additional locations to serve, all without spending any money on marketing yet. We are now in the process of building out the team to scale Monaire to 1000s of buildings by the end of 2024.


What you’ll do:

Responsible for proposal and estimation process: Manage the entire estimation and proposal process for potential HVAC and Refrigeration upgrade projects, from initial assessment to final compilation. Evaluate contractor upgrade recommendations to determine the scope of work and identify necessary resources.

Prepare accurate estimates: Collect and analyze relevant data and metrics to create detailed and precise cost estimates. Ensure estimates are realistic and competitive by considering historical data, current market conditions, and project specifics.

Build and maintain relationships: Develop and maintain strong relationships with customers, vendors, and mech. Ensure needs and expectations are met, secure competitive pricing, and provide quality services. Communicate effectively to facilitate smooth project execution and foster long-term partnerships.

Generate detailed proposals: Create comprehensive proposals with cost estimates, project timelines, and potential risks. Present data-driven insights and recommendations to operations leadership for strategic planning. Ensure proposals are clear, concise, and aligned with business objectives.

Understand project requirements: Review and interpret project requirements, specifications, drawings, and documents thoroughly. Engage with clients and subcontractors to clarify ambiguities and ensure alignment with project goals.

Estimate HVAC and Refrigeration systems: Using industry-standard tools and methods, create detailed and accurate cost breakdowns for HVAC systems. Tasks include material takeoffs, researching vendor quotes, and factoring in labor costs.

Collaborate with teams: Work with subcontractors and operations management to ensure projects are completed under budget and on time. Support the operations team in monitoring project progress, addressing deviations, and implementing corrective actions.

Identify key cost variables: Identify and analyze critical cost factors such as materials, labor, equipment, and overhead. Evaluate potential risks and integrate suitable contingencies into estimates to mitigate unforeseen challenges.

Conduct market research: Stay updated on current labor rates, material costs, and production timelines through comprehensive market research. Compile and analyze data to ensure estimates reflect the latest market conditions and trends.

Solicit and review estimates: Solicit and assess bids from subcontractors and vendors to secure competitive pricing and quality services. Review and compare offers to ensure they align with project specifications and budget limits.

Requirements

Three or more years of experience in the HVACR industry with a proven track record: Proven three-year HVAC industry track record with successful project completions and satisfied clients, demonstrating strong project management skills from estimation to high-quality execution.


Ability to read and comprehend blueprints and other construction documents: Proficient in interpreting project needs, detailed blueprints, subcontractor estimates and technical documents to accurately estimate project requirements, identifying critical components and specifications.


Strong verbal and written communication skills: Adept at clear and effective interaction with clients, vendors, team members, and stakeholders. Capable of presenting complex information clearly and concisely in reports, proposals, or presentations.


Thorough understanding of related trades for coordinating various project estimates: Thorough understanding of plumbing, electrical, and structural trades to ensure precise coordination and integration of estimates. Capable of assessing and incorporating their impact on project costs and timelines.


Working knowledge of Microsoft Office products: Skilled in Microsoft Office Suite (Word, Excel, PowerPoint) for report preparation, data analysis, and presentation creation. Excel proficiency includes detailed cost analysis, budgeting, and project tracking capabilities.


Deadline and detail-oriented: Strong organizational skills and attention to detail, ensuring accurate and timely submission of estimates and proposals. Capable of effectively managing multiple projects concurrently while upholding high standards of accuracy and timeliness.


Proficient in relevant software: Proficient in industry-specific estimating software like AccuBid, PlanSwift, or similar tools for precise and competitive estimate development. Quick to adapt to new software and technologies as required.


Outstanding communication and negotiation abilities: Exceptional communication skills for negotiating favorable pricing and terms with vendors, subcontractors, and clients. Capable of cultivating strong professional relationships through effective communication and negotiation strategies.


Certified Professional Estimator (CPE) is an asset: Holding a Certified Professional Estimator (CPE) credential is advantageous, showcasing expertise and commitment to the profession. This certification enhances credibility and demonstrates a thorough understanding of industry standards and best practices.



Benefits

  • Competitive salary and equity package

  • Comprehensive health insurance that covers you, spouse, kids, and parents

  • Flexible work environment and remote work options

  • Unlimited PTO

  • Professional development and growth opportunities

  • Collaborative and inclusive company culture



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