Customer Service Representative - Building Products Estimating

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.

• 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.

• 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.

• 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

• Occasional…