Sales Estimator Job Description [Updated for 2025]

In the competitive world of sales, the role of a Sales Estimator has become increasingly critical.

As business evolves, the demand for analytical minds who can estimate, negotiate, and secure our sales objectives is escalating.

But let’s delve deeper: What’s truly expected from a Sales Estimator?

Whether you are:

• A job seeker trying to understand the intricacies of this role,
• A hiring manager constructing the profile of the ideal candidate,
• Or simply interested in the mechanics of sales estimation,

You’re in the right place.

Today, we reveal a customizable Sales Estimator job description template, designed for easy posting on job boards or career sites.

Let’s dive straight into it.

Sales Estimator Duties and Responsibilities

Sales Estimators are responsible for assessing and predicting the time, effort, materials, and costs of projects.

They liaise with clients, suppliers, and internal departments to provide accurate quotes and proposals.

They have the following duties and responsibilities:

• Analyze blueprints, specifications, proposals, and other documentation to prepare time, cost, and labor estimates for products, projects, or services
• Consult with clients, vendors, and personnel in other departments to discuss and formulate estimates and resolve issues
• Identify and quantify cost factors, such as production time, materials, and labor expenses
• Conduct special studies to develop and establish standard hour and related cost data or to effect cost reduction
• Prepare estimates for use in selecting vendors or subcontractors
• Review material and labor requirements to decide whether it is more cost-effective to produce or purchase components
• Track actual costs relative to bids as the project develops
• Maintain records of estimated and actual costs
• Communicate with sales teams, clients, and management to explain estimates and resolve discrepancies

 

Sales Estimator Job Description Template

Job Brief

We are looking for a skilled Sales Estimator to join our team.

The Sales Estimator will be responsible for evaluating the cost of projects or services, liaising with suppliers and customers, and preparing and presenting quotations.

The ideal candidate should possess excellent numerical skills, a solid understanding of sales processes, and good negotiation abilities.

 

Responsibilities

• Prepare accurate and timely cost estimates
• Analyze proposals and requirements for projects
• Conduct research to obtain data on labor costs, materials, production times etc.
• Use software for data analysis, forecasting and budgeting
• Create and present detailed reports or bids to appropriate stakeholders
• Identify and quantify cost factors, such as production time, materials, and labor expenses
• Work with sales teams to prepare estimates and bids for clients
• Establish and maintain working relationships with contractors and suppliers
• Consult with clients, vendors, and personnel in other departments to discuss and formulate estimates and resolve issues

 

Qualifications

• Proven experience as estimator or similar position
• Familiarity with financial and project management principles
• In depth knowledge of research and data analysis methods and estimation formulas
• Exquisite math and IT ability with an analytical mindset
• Proficient in relevant software (Timberline, HCSS HeavyBid)
• Outstanding communication and negotiation abilities
• BSc/BA in engineering, construction science or relevant discipline
• Certified Professional Estimator (CPE) will be an asset

 

Benefits

• 401(k)
• Health insurance
• Dental insurance
• Paid time off
• Professional development opportunities

 

Additional Information

• Job Title: Sales Estimator
• Work Environment: Office setting, with occasional site visits. Some travel may be required for client consultations.
• Reporting Structure: Reports to the Sales Manager or Estimation Manager.
• Salary: Salary is based upon candidate experience and qualifications, as well as market and business considerations.
• Pay Range: $60,000 minimum to $85,000 maximum
• Location: [City, State] (specify the location or indicate if remote)
• Employment Type: Full-time
• Equal Opportunity Statement: We are an equal opportunity employer and value diversity at our company. We do not discriminate on the basis of race, religion, color, national origin, gender, sexual orientation, age, marital status, veteran status, or disability status.
• Application Instructions: Please submit your resume and a cover letter outlining your qualifications and experience to [email address or application portal].

 

What Does a Sales Estimator Do?

Sales Estimators work in a variety of industries, providing crucial information that helps businesses in making sales decisions and planning for the future.

They may work for corporations, manufacturers, construction firms, or as consultants.

Their job primarily involves preparing estimates and quotes for products or services after thoroughly researching and analyzing various cost factors.

This could include materials costs, labor costs, location, duration, and special requirements of the project or product.

A Sales Estimator interacts closely with sales teams, clients, vendors, and managers to gather detailed information.

They evaluate data related to labor, materials, and time requirements and calculate the final cost of a project or product.

They use specialized software and tools to create accurate and detailed cost estimates.

The estimates they provide are used to price products, negotiate contracts, and plan budgets.

Sales Estimators also review technical specifications and documentations to prepare the most accurate estimates.

They may also be asked to adjust estimates if necessary, based on changes in design, materials, or regulations.

Part of their role is to monitor industry trends and identify any changes in labor or material costs.

They are expected to maintain current knowledge about a product or service, the competition, and the market to ensure that their estimates are as accurate as possible.

In some cases, a Sales Estimator may also be involved in the bidding process, helping to develop competitive yet profitable bids for new business contracts.

 

Sales Estimator Qualifications and Skills

Sales Estimators require a unique blend of numerical, analytical, and interpersonal skills to accurately estimate costs and prices, including:

• Analytical skills to assess and evaluate various parameters and data to provide accurate sales estimates
• Numerical skills to perform calculations and handle statistical data effectively
• Interpersonal skills to effectively communicate with various stakeholders, including clients, team members, and suppliers
• Attention to detail to ensure every factor and potential cost is included in the estimate
• Problem-solving skills to identify, address, and resolve issues that may affect sales estimates
• Technical knowledge of the products or services the company offers
• Ability to work under pressure and meet strict deadlines
• Proficient in the use of estimation software and tools
• Customer service skills to understand client needs and provide satisfactory solutions and estimates

 

Sales Estimator Experience Requirements

Entry-level Sales Estimators often have 1 to 2 years of experience, potentially gained through internships, part-time roles, or even through relevant studies.

They may have had exposure to roles such as Sales Associate, Junior Estimator, or Customer Service Representative, where they could have learned about customer engagement, product knowledge, and basic estimation techniques.

Mid-level Sales Estimators with around 3 to 5 years of experience will have likely honed their skills in cost estimation, price negotiation, and sales forecasting.

They may have spent this time in roles as a Sales Estimator or Cost Analyst, where they have had the opportunity to work closely with sales teams and directly with clients.

Senior Sales Estimators with more than 5 years of experience are often well-versed in all aspects of the sales estimation process, including complex pricing strategies, project management, and strategic planning.

They may also have leadership experience, having managed teams or large-scale projects, making them ideal candidates for managerial roles within the sales estimation field.

 

Sales Estimator Education and Training Requirements

Sales Estimators typically have a bachelor’s degree in business, marketing, economics, or a related field.

They require strong numeracy skills, as they will often deal with complex pricing structures and financial data.

Knowledge of the sector they are working in is also beneficial, for instance, understanding construction processes and costs if working as a construction estimator.

Sales Estimators usually undergo on-the-job training to understand the specific pricing models and cost factors of their industry.

They may also learn about particular software or databases used in their role.

Some positions may require Sales Estimators to have industry-specific qualifications or certifications, such as the Certified Professional Estimator (CPE) credential for construction estimators.

Many Sales Estimators also participate in ongoing professional development and training programs to stay updated with industry trends, pricing tools and technologies.

Advanced degrees in business or finance, or professional certifications in project management, may enhance career prospects and earning potential.

 

Sales Estimator Salary Expectations

A Sales Estimator earns an average salary of $63,000 (USD) per year.

The actual salary may differ based on years of experience, education, the complexity of job duties, and the location of the employer.

 

Sales Estimator Job Description FAQs

What skills does a Sales Estimator need?

Sales Estimators should have strong analytical and mathematical skills to accurately estimate costs and budgets.

They must have excellent communication and presentation skills to explain their estimates to clients and colleagues effectively.

Knowledge of specific industry software and tools is also beneficial.

 

What are the daily duties of a sales estimator?

A Sales Estimator’s daily duties often involve reviewing specifications and blueprints, assessing material, labor, and time requirements, and preparing and submitting cost estimates.

They also communicate with suppliers, clients, and contractors to negotiate pricing and finalize contracts.

They typically work closely with sales and project management teams to ensure that project estimates are accurate and competitive.

 

Do Sales Estimators need a degree?

While some roles might only require a high school diploma and relevant industry experience, many employers prefer candidates with a bachelor’s degree in a related field such as construction management, engineering, or business.

Industry-specific certifications can also be beneficial and may sometimes be required.

 

What qualities make a good Sales Estimator?

A good Sales Estimator is highly detail-oriented and organized, which helps them to prepare precise and well-documented estimates.

They are proactive, capable of effectively managing their time and priorities to meet deadlines.

They also have strong interpersonal skills, which enable them to negotiate and communicate effectively with clients and team members.

 

What should you look for in a Sales Estimator resume?

A Sales Estimator resume should highlight relevant education and experience in cost estimation or a related field.

It should also indicate proficiency in estimation software and tools, project management, and negotiations.

Look for demonstrated mathematical skills, attention to detail, and a proven track record of providing accurate cost estimates.

 

Conclusion

There you have it.

Today, we’ve unravelled the intricacies of being a sales estimator.

Surprised?

It’s not only about crunching numbers.

It’s about forecasting the future of sales, one estimation at a time.

Armed with our reliable sales estimator job description template and real-world examples, you’re ready to get started.

But, let’s not limit ourselves.

Journey further with our job description generator. It’s your next resource for creating impeccably precise job listings or enhancing your resume to perfection.

Remember:

Every sales estimate contributes to the bigger picture.

Let’s shape that future. Together.

How to Become a Sales Estimator (Complete Guide)

For the Lazy and the Smart: Easy Jobs That Will Make You Rich!

The Weirdest of Work: Unusual Jobs That Exist

The Pinnacle of Success: Careers That Are the Envy of the World

Lifestyle-Friendly Careers: The Most Flexible Jobs for Personal Balance