Estimating Team Lead

United States·Denverlead

OtherTeam Lead

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Quick Summary

Overview

Since 1971, CFM Company has been delivering high-performance HVAC and sheet metal solutions across Colorado and Eastern Wyoming. We represent top-tier manufacturers and support our customers through every stage—from system design and selection to logistics, installation, and beyond.

Key Responsibilities

Team Leader Responsibilities Mentor team members on best practices, assist in training new employees, and review estimates prepared by team members as needed Lead Estimating Team meetings on a weekly basis Develop and implement estimating processes…

Requirements Summary

High school diploma or equivalent plusfifteenyears related work experience, or Bachelor’s degree plus minimum ten years related work experience Working knowledge of MEP consulting, architecture, design, CAD, general contracting, mechanical…

Technical Tools

excelms-officeperformance-managementsystem-design

If you're ready for what's next, we’re excited you found us. At CFM, you’ll be part of a company that combines deep local roots with the backing of a national network—giving you the tools to grow, the freedom to take on new challenges, and the chance to make a lasting impact in the communities we serve. We review every application carefully and appreciate your interest in growing your career with our team.

The Estimating Team Leader oversees the daily operations, performance, and development of the estimating team. This role ensures accurate, timely, and strategic estimates that support outside sales. The leader drives workflow efficiency, coaches estimators, and partners cross‑functionally with sales to improve processes, tools, and outcomes.

The ideal candidate has advanced skills, knowledge, and understanding of manufacturer product lines and HVAC systems. The role includes assisting with take-offs of equipment selection, pricing, strategizing and estimating larger, targeted projects, and supporting contractor sales teams. The role may include occasional visits to customer offices, job sites, and factory training sessions.

Responsibilities

~1 min read

Responsibilities

~1 min read

→Mentor team members on best practices, assist in training new employees, and review estimates prepared by team members as needed
→Lead Estimating Team meetings on a weekly basis
→Develop and implement estimating processes using technology to enhance performance and efficiency
→Collaborates with departments and sales teams to drive successful bids
→Coaches team, completes regular performance reviews and goal setting
→Monitor team workload and assigning of projects
→Tracks team performance based on project credit splits and team goals

Responsibilities

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→Create and maintain job files for each project
→Read, understand, and interpret building plans and specifications
→Create and deliver project bids including estimating, take-offs, product selection, and quotations
→Support project development through proposals, value engineering, and redesigns
→Managing multiple complex projects estimates simultaneously
→Proficient in estimating complex HVAC projects with limited direction
→Assist outside sales personnel in selling HVAC equipment and support contractor sales teams
→Perform plan take-offs, generate material take-offs, and develop equipment cost estimates
• Ability to identify and propose value add solutions
→Understands market conditions and ability to strategically position proposals for success
→Works directly with Manufacturers to develop competitive pricing
→Demonstrates understanding of how to properly select, price, and quote engineered equipment
→Investigate concerns, implement corrective actions, and communicate effectively to maximize customer satisfaction
→Attend and participate in meetings as required
→Provide excellent customer service
→Communicate with owners, architects, MEP consultants, contractors, and internal sales teams
• Develop and grow relationships with customers, contractors, project engineers, and manufacturers
• Determine project requirements, constraints, and internal responsibilities to meet customer expectations
• Coordinate with contractor and engineering sales teams to resolve technical and project-related questions
• Participate in occasional job site visits, customer meetings, and factory training sessions
• Follow company policies and procedures and maintain professional conduct and customer service standards
→Perform other related duties as assigned by Sales Manager

Requirements

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High school diploma or equivalent plusfifteenyears related work experience, or
Bachelor’s degree plus minimum ten years related work experience
Working knowledge of MEP consulting, architecture, design, CAD, general contracting, mechanical contracting, or construction industry
Plan take-offs, estimating, quotations, and HVAC equipment manufacturer experience
Ability to prioritize, multitask, and manage multiple projects in a fast-paced environment

Microsoft Office (Excel, Word, Outlook, PowerPoint)
• Bluebeam Revu, estimating software and manufacturer software experience

Work is performed in both office and field environments. Regular use of a computer, keyboard, and phone. Frequently standing, walking, and sitting. Occasional climbing, balancing, stooping, kneeling, crouching, or crawling. Ability to lift and/or move up to 25 pounds. Requires close vision, distance vision, peripheral vision, depth perception, and focus adjustment.

Employment practices will not be influenced or affected by an applicant’s or employee’s race, color, religion, sex (including pregnancy), national origin, age, disability, genetic information, sexual orientation, gender identity or expression, veteran status or any other legally protected status. Reasonable accommodations will be made for qualified individuals with disabilities unless doing so would result in an undue hardship.

Salary ranges listed are dependent upon a candidate’s qualifications, experience, internal equity, and the budgeted amount for the specific role and location.