Pool Service Estimator
Hampton Bays, NY
Full Time
Services
Experienced
Position Overview: Pool Service Estimator
The Pool Service Estimator at Tortorella Pools focuses on driving sales growth through on-site visits, client consultations, and detailed assessments of pool maintenance and construction projects. This role requires a blend of technical knowledge, sales acumen, and excellent communication skills, as well as proficiency in using various software systems for quotes, documentation, and communication. The role will be reporting to the Head of Service.
Key Responsibilities:
The Pool Service Estimator at Tortorella Pools focuses on driving sales growth through on-site visits, client consultations, and detailed assessments of pool maintenance and construction projects. This role requires a blend of technical knowledge, sales acumen, and excellent communication skills, as well as proficiency in using various software systems for quotes, documentation, and communication. The role will be reporting to the Head of Service.
Key Responsibilities:
- Work closely with Account Managers, Field Sales Managers, and the Service & Heating Departments to facilitate pricing for Tortorella’s pool service customers
- Conduct site visits for construction, renovation, and repair projects as well as seasonal service
- Assess and document client needs, wants, existing pool systems, and system & property conditions
- Create detailed written reports and accurate quotes for various types of projects
- Identify, document, and pursue upselling opportunities
- Liaise between clients and internal teams (operations, account managers)
- Ensure compliance with industry standards and regulations
- Generate leads for new business across all divisional offerings
- Engage in technical conversations with clients and provide internal support for the sales team
- Utilize CRM software to manage client relationships, track leads, and monitor sales pipeline
- Use internal management tools to collaborate with internal teams and track project progress
- Implement digital documentation systems for site visits, surveys, and client communications
- Leverage mobile technology for on-site data collection and real-time information sharing
- Maintain proficiency in company-specific software for inventory management and resource allocation
- Experience in pool maintenance and construction
- Comprehensive knowledge of pool systems, construction processes, and industry regulations
- Strong sales skills with a proven track record of meeting or exceeding targets
- Excellent communication and interpersonal abilities
- Analytical mindset with attention to detail
- Proficiency in creating detailed reports and quotes
- Valid driver's license and ability to travel to various sites
- Proficiency in CRM software (e.g., Salesforce, HubSpot)
- Experience with quoting and estimation software specific to the pool industry
- Familiarity with project management tools (e.g., Microsoft Project, Asana)
- Comfort with mobile applications for field data collection and reporting
- Ability to quickly learn and adapt to new software systems
- Basic understanding of data analysis and reporting too
- Hampton Bays, New York (On-Site)
- Comprehensive health insurance (medical, dental, vision).
- 401(k)
- Unlimited Paid Time Off (PTO) and holidays or Accrual based.
- Professional development opportunities.
- Full company-wide closure during the week of Christmas (Varies year to year).
Applicants should be US Citizens or have authorization to work in the United States / Los solicitantes deben ser ciudadanos estadounidenses o estar autorizados para trabajar en los Estados Unidos.
Tortorella is an Equal Opportunity Employer.
If you are unable to complete this application due to a disability, contact us to ask for an accommodation or alternative application process either through email at recruiting@tortorella.com or by phone at 631-728-8000.
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