Estimator

Job Description

Job Description

Description:

The Estimator role is responsible for developing beneficial relationships with customers and vendors, while providing accurate and appropriate project estimates to secure recurring sales.

Key accountabilities in order of priority and with ideal time allocations are:

1. Develops mutually beneficial relationships with internal and external project stakeholders to increase likelihood of project success, create opportunities and improve reoccurring revenue stream. (45%)

2. Accurately estimate material and labor with intent to create the competitive advantage in order to maximize closure ratio and margins. (35%)

Note: Twenty percent of time is reserved for ancillary responsibilities, interruptions and unplanned activities  

Requirements:

The responsibilities listed are fundamental to the position and must be performed successfully to achieve the key performance objectives of the role. Other responsibilities may be assigned.

Interpersonal Responsibilities

1. Effectively communicate with customer to ensure they are being provided the most appropriate solution to meet their needs.

2. Effectively communicate the project pricing, estimates and take-off to the President / Director of Sales prior to submitting project estimate to the customer.

3. Ensure that all appropriate internal and external parties are receiving and providing necessary and timely information to help ensure the closure of proposed customer projects.

4. Prior to the job being awarded, conduct as needed follow up communications with customers to ensure closure of the sale and the job is awarded to Hemm’s Glass Shops

5. Follow up as appropriate with the customer to ensure the project was completed in a timely and professional manner, ensuring the customers’ expectations were met to help secure future customer business and referrals.

Operational Responsibilities

1. Review specification book and blue prints to ensure project cost estimates are accurate and comprehensive. 

2. Prepare a project take-off to ensure appropriate windows and glass doors are specified, along with clearly capturing all necessary fixtures and requirements for assembly of the project. 

3. Create a clear and professional project take-off proposal document.

4. Submit the proposed project take-off document to vendors to solidify project material availability and pricing.

5. Follow-up as necessary with vendors on pricing and availability of all project materials. 

6. Prepare final project quotation and ensure project is competitively priced within the market and maintains

targeted company margins. 

7. Thoroughly review all documents and clearly identify any omissions, discrepancies or overlaps in project scope of project before submission. 

8. Submit project quotation for a final internal review prior to submission to the customer.

9. Submit project quotation to the customer and follow up as necessary to ensure closure of the project sale.

Organizational Responsibilities

1. Actively seeks out customer feedback and provides the management team with insight on trends, competitive intelligence and new business opportunities.

PERFORMANCE FACTORS: The performance factors described here are core abilities that translate into desired on-the-job behaviors which contribute to the employee successfully achieving the performance objectives of this job and carrying out the assigned responsibilities.

1. Flexibility: Responds promptly to shifts in direction, priorities and schedules; demonstrates agility in accepting new ideas, approaches and/or methods; effective in juggling multiple priorities and tasks; modifies methods or strategies to fit changing circumstances; adapts personal style to work with different people; maintains productivity during transitions, even in the midst of chaos; embraces and/or champions change.
2. Self-Management: Independently pursues business objectives in an organized and efficient manner; prioritizes activities as necessary to meet job responsibilities; maintains required level of activity toward achieving goals without direct supervision; minimizes work flow disruptions and time wasters to complete high quality work within a specified time frame.
3. Futuristic Thinking: Demonstrates an ability to connect the dots and see the big-picture; observes and analyzes the forces driving current reality that may have long-term effects; utilizes foresight and intuitive perception as well as factual events to draw inferences; recognizes, supports and/or champions progressive ideas; anticipates future trends or events; envisions possibilities others may not; imagines and/or predicts changes in current reality based on deductive and conceptual reasoning.
4. Personal Accountability: Accepts personal responsibility for the consequences of personal actions; avoids placing unnecessary blame on others; maintains personal commitment to objectives regardless of the success or failure of personal decisions; applies personal lessons learned from past failures to moving forward in achieving future successes.
5. Persuasion: Utilizes the knowledge of other’s needs, wants, beliefs, attitudes, and behavior to promote a concept, product, or service; builds trust and credibility prior to promoting concepts, products or services; uses logic and reason to develop rational arguments that challenge current assumptions, attitudes, beliefs, and behavior; adapts techniques and approaches to the needs and wants of those being influenced.

Written Communication: Writes in ways that make abstract concepts, issues and information clear and understandable. Utilizes a wide range of appropriate writing techniques and methods. Succinctly presents objective or subjective viewpoints and arguments. Achieves communication objectives by organizing information in logical sequences that lead readers to come to natural conclusions. Determines what information needs to be communicated. Skillfully utilizes written language to convey key messages and meaning. Effectively involves readers in the material. Adjusts writing style to specific audiences as needed.

Customer Focus: Consistently places a high value on customers and all issues related to customer; objectively listens to, understands and represents customer feedback; anticipates customer needs and develops appropriate solutions; meets all promises and commitments made to customers.

PHYSICAL DEMANDS: The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. 

The physical demands of this position require the ability to communicate orally and in writing, hear at a conversation level, distinguish between basic colors and shades, use vision for depth perception and operate a motor vehicle.

While performing the duties of this job, the employee will continuously (67-100% time on job) use fingers for typing, hands for gripping pressure and operate hand controls. Frequently (34-66% time on job), the employee will sit and lift a maximum of ten pounds. Occasionally (6-33% of time on job), the employee will be required to stand, walk, carry items, climb stairs, twist while rotating at the waist, reach, lift items 10-50 pounds, place feet in prolonged positions of flexion or extension and operate foot controls. The employee will infrequently (2-5% time on job) be required to stoop, kneel, balance on scaffolding and pull or push various items. The employee will rarely (1% time on job or less) be required to climb ladders, repeatedly bend and perform hand over hand pulling. 

WORK ENVIRONMENT: The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. 

The employee will frequently (34-66% time on job) work indoors. The employee will occasionally (6-33% time on job) be required to travel by car or plane with a maximum of 7 overnight stays. The employee will infrequently (2-5% time on job) be required to work outdoors, experience significant vibrations, work around moving vehicles and infrequently work in temperatures below 55 degrees or between 90-100 degrees. The employee will rarely (1% time on job or less) be required to work alone, in confined spaces, around machines with moving parts, with ladders and scaffolding, in temperatures above 100 degrees, with grease or oils, chemicals, mists, gases, dust and odors that are disagreeable or noxious.

The employee will occasionally (6-33% time on job) be required to wear a hard hat, safety boots and leather gloves. The employee will rarely (1% time on job) be required to wear eye protection, hearing protection, respirators and body protection.

MINIMUM QUALIFICATIONS

1. Experience: Must have a 2 years of experience within the glass industry in a similar position. Must have and maintain a current knowledge base on pricing and competitor bidding within the market. Minimum of 2 years in estimating, 5 years preferred.

2. Reasoning and Development: Apply principles of rational systems to solve practical problems and deal with a variety of concrete variables in situations where only limited standardization exists. Interpret a variety of instructions furnished in written, oral, diagrammatic, or schedule form. 

3. Mathematical Development: High school math required. College-level math preferred.

4. Language Development: Ability to read technical manuals and reports, workplace rules and procedures; speak with poise and confidence, using correct English. Ability to communicate effectively with all levels of the organization.

5. Licensures and Certifications: N/A

6. Education: High School Diploma required. Bachelor’s Degree preferred.