Plumbing Sales Consultant/ Estimator
Happyhome
Job Description
Job Description
Position Summary
The Plumbing Sales Consultant / Estimator is the face of our plumbing business in the field — responsible for generating new business, building lasting customer relationships, and turning opportunities into signed work through accurate, competitive job estimates. This role blends technical plumbing knowledge with consultative selling: evaluating jobs on-site, preparing detailed estimates and proposals, presenting options to customers, and closing the sale. The ideal candidate is equally comfortable in a crawl space assessing a repipe and across the table from a homeowner or property manager earning their trust.
Key Responsibilities
Sales & Business Development
- Proactively generate new business through referrals, networking, community engagement, and follow-up on company-provided leads.
- Build and maintain strong relationships with homeowners, property managers, builders, general contractors, and commercial accounts to drive repeat and referral business.
- Represent the company at trade events, home shows, and community functions as a trusted plumbing advisor.
- Maintain a healthy sales pipeline and consistently meet or exceed monthly and quarterly sales targets.
- Follow up on all open proposals and past customers to maximize close rates and lifetime customer value.
Estimating & Job Scoping
- Perform on-site evaluations of residential and light commercial plumbing projects, including repairs, replacements, repipes, water heaters, fixtures, and service agreements.
- Prepare accurate, detailed estimates covering labor, materials, equipment, and permits, ensuring healthy margins while remaining competitive.
- Present good/better/best options clearly and honestly, helping customers choose the solution that fits their needs and budget.
- Coordinate with the service manager and field technicians to confirm job scope, schedule, and execution details after the sale.
- Track estimate win/loss results and adjust pricing and approach based on market feedback.
Customer Experience
- Serve as the customer's primary point of contact from first visit through job completion, ensuring clear communication at every stage.
- Resolve customer questions and concerns promptly and professionally, protecting the company's reputation and online reviews.
- Document all customer interactions, estimates, and sales activity accurately in the CRM/field management system.
Qualifications
- 3+ years of plumbing industry experience (field, service, or sales); working knowledge of plumbing systems, codes, and installation practices required.
- Proven success in sales, estimating, or customer-facing roles — in-home or trade sales experience strongly preferred.
- Ability to accurately scope and price plumbing jobs, read plans when needed, and explain technical work in plain language.
- Strong relationship-building, communication, and negotiation skills; a natural networker who follows through.
- Comfortable using CRM software, estimating tools, tablets, and standard office applications.
- Valid driver's license with a clean driving record; ability to pass background check and drug screening.
- Plumbing license or journeyman card a plus, but not required.
Physical Requirements & Working Conditions
- Ability to access job sites including attics, crawl spaces, basements, and rooftops; occasional lifting up to 50 lbs.
- Daily local travel to customer sites; occasional evening or weekend appointments to meet customer availability.
- Work is performed both indoors and outdoors in varying weather conditions.
Compensation & Benefits
- Competitive base salary plus uncapped commission structure.
- Company vehicle or vehicle allowance, phone, and tablet provided.
- Medical, dental, and vision insurance; 401(k); paid time off and holidays.
- Ongoing training and career advancement opportunities.
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