Customer Service Representative - Building Products Estimating

Position Summary We are seeking a driven and customer-focused Customer Service & Estimator Representative to support both frontline customer engagement and commercial project estimating. This hybrid role plays a key part in delivering exceptional customer experiences while driving residential & commercial sales growth through accurate estimating, relationship building, and project coordination. The ideal candidate is proactive, detail-oriented, and comfortable working in a fast-paced environment—able to balance customer service responsibilities with technical estimating duties.

This role offers opportunities for growth into sales or leadership while embracing our “Make Money and Have Fun!” culture.

Customer Service & Sales Support Deliver outstanding service via phone, email, and in-person interactions. Support walk-in customers with counter sales and product guidance. Process orders, transactions, and customer data in ERP/CRM systems. Handle customer inquiries, resolve issues, and maintain strong relationships. Collaborate with sales, warehouse, and delivery teams to ensure accurate and timely fulfillment. Identify sales opportunities and contribute to revenue growth.

Estimating & Project Management Prepare estimates by reviewing blueprints, specifications, and project documents. Perform lumber, siding, and roofing take-offs and calculate material requirements. Using our software (Plan Swift). Develop and submit accurate project quotes and proposals. Track and follow up on bids, documenting outcomes and identifying improvement opportunities. Build relationships with general contractors, end users, and institutional clients. Conduct site visits to verify conditions impacting project scope.

Prepare submittals for approval by architects and project owners. Order, track, and manage materials for awarded projects. Work closely with vendors to secure competitive pricing.

Business Development & Collaboration Grow residential & commercial sales within the company’s footprint. Partner with internal sales teams to close project opportunities. Share market insights and identify opportunities for product line growth. Maintain strong relationships across departments and with external stakeholders.

Reports to:

Branch Manager. Works cross-functionally with sales, warehouse, drivers, and vendor partners.

• 1–2+ years of customer service, sales support, or estimating experience
• Experience reading project plans, blueprints, or construction specifications (preferred for estimating portion)
• Strong communication and interpersonal skills
• Experience with CRM and/or ERP systems
• Ability to multitask, prioritize, and meet deadlines
• Self-motivated with strong organizational skills
• Valid driver’s license with reliable transportation
• Authorized to work in the U.S. without sponsorship
• Ability to pass background check and drug screening

• Experience in building materials distribution or construction industry
• Knowledge of estimating software (Plan Swift) and take-off processes
• Proven track record in sales or customer relationship management
• Bilingual (English/Spanish) preferred
• Associate’s or bachelor’s degree in business, communications, or related field
• Strong analytical skills with the ability to interpret sales and project data

• Customer Focus & Relationship Building
• Sales Acumen & Business Development
• Estimating Accuracy & Attention to Detail
• Communication & Collaboration
• Problem Solving & Critical Thinking
• Time Management & Organization
• Adaptability & Continuous Learning
• Integrity & Team-Oriented Mindset

Primarily office-based, with extended periods of sitting or standing. Frequent computer and phone use.…