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Lead Estimator – Multi-Family New Construction (HVAC & Plumbing)

Charlotte MechanicalCharlotte, North Carolina, United StatesOnsite
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Position Overview


We are seeking an Experienced Lead Estimator to join our growing Preconstruction team, specializing in multi-family new construction projects with a focus on HVAC and plumbing systems. The Lead Estimator will play a critical role in overseeing the estimating process from initial project review through final bid submission, ensuring accuracy, competitiveness, and alignment with company standards. This position requires deep knowledge of mechanical systems, strong leadership, and the ability to manage complex projects under tight deadlines.

Key Responsibilities


  • Lead the full estimating process for multi-family HVAC and plumbing projects.
  • Review and interpret plans, specifications, and project requirements to develop detailed cost estimates.
  • Prepare accurate takeoffs, budgets, and competitive bids.
  • Solicit, review, and analyze subcontractor and vendor pricing for completeness and accuracy.
  • Prepare and issue Requests for Information (RFIs) to clarify drawings and specifications.
  • Collaborate closely with project managers, engineers, and the preconstruction team.
  • Mentor and provide guidance to junior estimators and support staff.
  • Maintain up-to-date cost databases, historical pricing, and bid documentation.
  • Represent the company professionally in client, vendor, and subcontractor communications.
  • Track and follow up on bid opportunities, ensuring timely and thorough submissions.

Requirements

Qualifications & Skills


  • Minimum 5–7 years of experience in construction estimating, with emphasis on HVAC and plumbing.
  • Proven experience with multi-family new construction projects.
  • Ability to read, analyze, and interpret construction drawings and      specifications.
  • Proficiency in estimating software (Bluebeam, Trimble, or equivalent).
  • Familiarity with construction project management platforms (Procore, Building Connected, etc.).
  • Strong math and analytical skills with attention to detail.
  • Excellent communication skills — written, verbal, and interpersonal.
  • Ability  to manage multiple priorities in a deadline-driven environment.
  • Leadership experience mentoring or managing a small team of estimators is preferred.

Success in This Role Means


You will be the driving force behind accurate and competitive estimates, ensuring our projects start on a solid financial foundation. Success requires blending technical expertise with strong communication, organization, and leadership skills.

Benefits


  • Medical, Dental, Vision, and Disability Insurance
  • Paid  Vacation and Holidays
  • 401(k)  Retirement Plan

Additional Requirements


  • Must pass a pre-employment drug screening
  • Must have a clean criminal background

Life at Charlotte Mechanical

Charlotte Mechanical is a family-owned and operated heating, cooling and plumbing company with over 20 years of experience. We service the Greater Charlotte area, including Mecklenburg, Union, York, Lancaster, Cabarrus and Iredell counties. As a Trane Comfort Specialist and Angie's List Super Service Award winner, Charlotte Mechanical is known for superior service, dependable work and competitive prices. Our goal is to keep our customers comfortable! We also underwrite the annual Charlotte Coat Drive every fall. 2019 will be our 9th year.
Thrive Here & What We Value- Fully committed to sustainable design- Seeking talented electrical designers with consulting engineering experience- Work tasks include conducting energy audits, developing energy efficiency improvements, identifying renewable energy and conservation projects, Utility Incentive Submissions for ECM’s- Solid growth and reputation in the community- Dependable and reliable employees are valued- Strong emphasis on safety and quality workmanship- Positive work environment with opportunities for advancement- Adaptability to changes in the work environment- Timely task completion- Physical demands (climbing, balancing, stooping, kneeling, crouching or crawling)
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