HVAC Sales, Design & Estimating Specialist
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What you'll do
- Perform site visits and project assessments
- Review plans, specifications, and project requirements
- Design HVAC solutions for residential and light commercial projects
- Estimate remodels, additions, mini-split systems, boiler projects, and residential new construction projects
- Develop accurate scopes of work and project proposals
- Collaborate with field teams to ensure projects are sold and designed correctly
- Meet with homeowners, builders, contractors, and property owners
- Build trust through technical knowledge and professionalism
- Help customers understand available options and make informed decisions
- Develop and maintain relationships with builders and referral partners
- Represent Premier Systems with professionalism in the field and community
- Respond to select replacement and upgrade opportunities
What they're looking for
- Have HVAC industry experience
- Understand residential HVAC systems and applications
- Can read plans and develop project scopes
- Enjoy meeting with customers and builders
- Are comfortable discussing project costs and solutions
- Have strong communication and relationship-building skills
- Are organized and detail-oriented
- Take ownership of your work and results
- Enjoy solving problems and finding practical solutions
Nice to have
- HVAC estimating
- Residential replacement sales
- Residential new construction
- Remodel and addition projects
- Mini-split system design
- Boiler and hydronic systems
- Light commercial HVAC projects
- ServiceTitan experience
Summarised by NextRaise from the employer’s description, which follows in full below.
Full description from employer
Design Solutions. Build Relationships. Deliver Results.
We're not just looking for a salesperson.
We're looking for an HVAC professional who can assess projects, design solutions, build trust with customers and builders, and create accurate estimates that set our teams up for success.
At Premier Systems, we serve homeowners, builders, contractors, and business owners throughout the Gallatin Valley. From custom homes and remodels to mini-split systems, boiler projects, light commercial work, and system replacements, we need someone who can bridge the gap between technical expertise and customer communication.
If you're comfortable discussing HVAC systems, reviewing plans, identifying opportunities, and helping customers understand their options, this may be the opportunity you've been looking for.
What You'll Do
Estimating & Design
Perform site visits and project assessments
Review plans, specifications, and project requirements
Design HVAC solutions for residential and light commercial projects
Estimate remodels, additions, mini-split systems, boiler projects, and residential new construction projects
Develop accurate scopes of work and project proposals
Collaborate with field teams to ensure projects are sold and designed correctly
Customer & Builder Relationships
Meet with homeowners, builders, contractors, and property owners
Build trust through technical knowledge and professionalism
Help customers understand available options and make informed decisions
Develop and maintain relationships with builders and referral partners
Represent Premier Systems with professionalism in the field and community
Residential Replacement Opportunities
Respond to select replacement and upgrade opportunities
Evaluate existing systems and comfort concerns
Recommend appropriate equipment and solutions
Present proposals and financing options
Guide customers through the decision-making process
Internal Collaboration
Work closely with Service, Installation, New Construction, and Plumbing teams
Ensure smooth project handoffs from sale to production
Identify opportunities for additional services, IAQ, maintenance agreements, and system improvements
Help improve estimating processes, consistency, and project profitability
What Success Looks Like
Accurate estimates
Strong gross profit margins
High close rates on qualified opportunities
Positive builder and customer relationships
Clean project handoffs
Increased project volume and revenue growth
A reputation for being knowledgeable, responsive, and easy to work with
The Right Person
You'll likely thrive in this role if you:
Have HVAC industry experience
Understand residential HVAC systems and applications
Can read plans and develop project scopes
Enjoy meeting with customers and builders
Are comfortable discussing project costs and solutions
Have strong communication and relationship-building skills
Are organized and detail-oriented
Take ownership of your work and results
Enjoy solving problems and finding practical solutions
Preferred Experience
HVAC estimating
Residential replacement sales
Residential new construction
Remodel and addition projects
Mini-split system design
Boiler and hydronic systems
Light commercial HVAC projects
ServiceTitan experience
Load calculations and system sizing
This Role Is Not For Someone Who
Wants to sit behind a desk all day
Avoids customer interaction
Struggles with organization and follow-through
Prefers order-taking over problem-solving
Lacks HVAC knowledge or interest in learning the trade
Compensation & Benefits
Competitive base salary
Performance-based incentives
Company vehicle or vehicle allowance
Health benefits
Retirement plan
Paid time off
Professional development opportunities
At Premier Systems, our mission is simple:
Empowering People & Raising the Bar.
If you're looking for an opportunity to combine technical expertise, customer relationships, and project estimating into a rewarding career, we'd love to talk.
Company
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