HVAC Bid Specialist

Watsco

Responsibilities & Duties:

  • This role requires knowledge of mechanical systems, including all applicable building codes, HVAC (inclusive of air handling units, unit heaters/coolers, etc.) industry standards, and other plumbing systems.
  • Collaborate with Product Managers, Territory Account Managers and other teams to accomplish equipment sizing and selection of mechanical equipment.
  • Creates and distributes weekly project jobs bidding
  • Creates and maintains projects in Sales Force
  • Perform duties with multiple projects within the established schedules.
  • Work on a wide variety of project types, scales and complexity.
  • Assist in the development of contract specifications and research the application of new procedures, and/or products.
  • Determine optimal pricing levels and analyze competitor pricing for bids.
  • Monitor all correspondence between team, Territory Account Managers, contractors, owners, etc.
  • Assume responsibility for the overall economic well-being of the assigned projects
  • Communicate with clients in an engaging manner, maintaining client satisfaction, and project efficiency
  • Perform other duties as assigned.

Job Requirements:

  • 3 - 5 years’ experience in reading and evaluating HVAC and Plumbing schedules
  • Heightened sense of urgency in completing projects/bids before due date.
  • Excellent computer skills including Microsoft Excel and Microsoft Word.
  • Excellent verbal and written communication skills and interpersonal skills
  • Detail-oriented with strong organizational skills
  • Ability to work independently and as part of a team
  • Willingness to learn and adapt to new pricing methodologies.
  • Achieve business objectives and company goals as instructed.

Preferred Qualifications:

  • 3+ years’ experience in Project Management, highly desirable
  • Bluebeam, Sales Force, Revit and AutoCAD skills a plus
  • Experience working on publicly-funded and municipal projects is a plus.
  • Knowledge/experience in refrigeration system design is a plus.

Work Schedule Hybrid Schedule, working 2 days minimum at the office/branch a week.

Physical Demands

Demand Frequency

Sedentary – Lifting 0-10 pounds Occasional

Light Lifting – 10-20 pounds Never

Moderate Lifting – 20 to 50 pounds Never

Heavy Lifting – 50 to 100 pounds Never

Pulling/Pushing, Carrying Never

Reaching or working above shoulder Never

Walking Occasional

Standing Occasional

Sitting Constant

Stooping Never

Kneeling Never

Repeated Bending Never

Climbing Never

Desk Work/Computer use/Telephone use Constant

Operating a motor vehicle Never

Operating a commercial vehicle Never

Operating warehouse equipment, forklift, baseloid lift etc Never

Other – Talk, Drive, visit customers etc. Constant

EEO Statement

Watsco and its subsidiaries are an Equal Opportunity Employer and do not discriminate on the basis of

age, color , race, religion, disability, sex, or national origin. We support a diverse and inclusive workplace

where we employ, retain, terminate, and otherwise treat all employees and job applicants on the basis of merit, qualifications and competence.

Keywords: Mechanical Engineer, Mechanical Engineers, Mechanical Engineering, Mechanical Engineering Technologist, Mechanical Engineering Tech, Mechanical Engineering Technologists, Mechanical Engineering Techs

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Confirmed 6 hours ago. Posted 6 days ago.

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