Position Purpose and Objectives

• A roofing estimator/project manager is responsible for bidding, selling and managing roofing projects.
•  Prepare accurate, timely estimates for potential jobs based on expertise
•  Develop and maintain strategic relationships
•  Manage projects for customer satisfaction, profitability and future process improvements

• Department: Sales
• Department Supervisor: Director of sales
• Direct Supervisor: Director of sales
• Direct Reports:
• Employment Status: Salary

Specific Duties, Functions and Responsibilities

• Know and stay abreast of design requirements, codes and materials; use expertise to prepare accurate and competitive proposals and contracts
•  Review and understand scope of work and project specifications
•  Analyze blueprints, specifications, proposals and other documentation to prepare time, cost and labor estimates for products, projects or services
•  Review data to determine material and labor requirements and prepare itemized lists
•  Compute cost factors and prepare estimates used for management purposes such as planning, organizing and scheduling work; preparing bids; selecting vendors or subcontractors; and determining cost effectiveness
•  Organize product information, shop drawings and samples for submittals
•  Seek to constantly gain knowledge and improve ability to estimate all company products and systems
• Develop labor estimates for potential jobs
•  Work closely with drafting and project management in providing required estimating services
•  Use established labor and material markups for overhead and profit
•  Provide job packets to foreman to assist with job preparation for safety, HazCom, specifications and labor expectations
•  Interface with individuals in the organization to obtain support and commitment to the cost estimates
• Develop and maintain relationships with manufacturers, distributors, suppliers and customers to strategically approach jobs and purchases
•  Consult with clients, vendors or other individuals to discuss and formulate estimates and resolve issues
•  Secure required equipment/material process as required
•  Document customer feedback in job files
•  Identify material cost trends to assist management in cost reduction and process improvement
•  Identify and pursue potential business
•  Be responsive to the needs of existing and potential customers
• Track, manage and debrief all projects
•  Purchase materials and equipment for all projects
•  Analyze completed projects to compare estimated costs to actual costs and determine reasons for discrepancies
•  Provide improvement recommendations to cost-estimating procedures to reduce future discrepancies between estimated and actual costs
•  Maintain accurate, complete and organized files
•  Maintain job communication for change-order management with field personnel
•  Follow up on outstanding estimates as required or assigned by the general manager
•  Assist the production department in scheduling and coordinating jobs
•  Act as project manager when required
•  Process manufacturer warranties
•  Review project assignments, plans procedures for construction on basis of starting and completion times, and analyze staffing and material requirements for each phase of construction
•  RevConfer with building owners / managers, direct supervisory personnel and subcontractors in interpreting specifications or blueprints, and coordinate various phases of construction to meet project and customer requirements and prevent delays
•  Confer with supervisors, vendors and inspectors to resolve problems and improve methods
•  Perform final walk-through with owner or building manager
•  Review jobs after close-out to determine overall job performance
•  Be responsible for communicating and coordinating with superintendents and/or foremen

Required Knowledge, Skills and Abilities

• Work Skills – Estimators must exhibit technical and management skills necessary to bid, sell and manage roof system installations.
•  Effective communication – Ability to convey information, concepts and concerns to people with differing communication styles
•  Language skills – Ability to read, analyze and interpret: Financial reports, OSHA regulations, Legal documents, Work related documents, Written instructions
•  Oral communication – Speak in a clear and professional manner, demonstrate group presentation skills, and Participate in meetings
•  Written communication – Able to read and interpret written information, write legibly and informatively, and write in a clear, professional manner
•  Technology – Ability to use phones, tablets and other technology tools; knowledge of and ability to use the following software applications:
•  Analysis – Ability to read and interpret blueprints and specifications; collect and research data, and use intuition and experience to complement information
•  Roof system knowledge – Knowledge of various roof systems, materials, construction processes and theories; ability to design a roof system; desire to stay abreast of codes and other necessary information
•  Project management – Coordinate projects, communicate changes and monitor progress
•  Roof system installation – Ability to teach others roof system installation skills
•  Safety and security – Ability to identify, correct and report unsafe conditions according to company and OSHA standards:
•  Productivity – Demonstrate the ability to meet and exceed productivity standards; works quickly and accurately
•  Budgeting – Ability to understand implications of change orders and loss/gain production on job budgets
•  Cost consciousness – Understand budgeting and implications to jobs
• Relational Interaction – Estimators must be able to thrive in a dynamic, interactive company environment as well as develop and maintain relationships outside the company
•  Customer service – Seek to help customers even in difficult situations; seek to maintain customer relationships
•  Problem solving – Understand complex problems and make decisions to benefit everyone as much as possible
• Leadership, Management and Teamwork – Estimators must be able to work well with others within and outside of the company system.
•  Leadership – Exert informal leadership with individuals at all levels of a company as well as customers, vendors, manufacturers, suppliers and distributors
•  Management – Ability to juggle schedules, details and outcomes; prioritize and plan work activities; use time efficiently
•  Teamwork – Ability to work with others to accomplish goals; balance team and individual responsibilities; give and welcome feedback

Education and Experience

• Essential (The following items are essential for applicants to possess.)
•  High-school diploma or equivalent
•  English fluency
•  OSHA 10-hour card
•  Valid driver’s license
•  Ability to use/learn business technology
• Preferred
•  Roofing industry experience
•  Bilingual fluency
•  OSHA 30-hour card
•  Familiarity with local building codes
•  Experience with estimating programs

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