[Hiring] Estimator / Surveyor @Optimal Group

Role Description

The Estimator plays a vital role within our company, responsible for preparing detailed and accurate quotations for works. They assess project specifications, scope, and costs, working closely with suppliers, subcontractors, and clients to gather pricing, evaluate materials, and ensure competitiveness. Estimators not only represent the company externally but also contribute directly to its growth by securing new business through winning quotes. Their work is critical to maintaining profitability, building client trust, and driving successful project delivery.

Key Responsibilities

• Quoting & Estimating
  • Proactively engaging with clients to encourage quotation opportunities, ensuring consistent client interaction to secure requests for quotations and detailed tender invitations.
  • Write and issue desktop quotation where possible by obtaining information to minimise costs.
  • Attend site visits for quote scoping.
  • Write and issue clear, itemised, step-by-step quotes using CRM system.
  • Liaise with suppliers and subcontractors to ensure cost competitiveness.
  • Follow up on outstanding quotes to improve conversion rates.
• Quotation Booking & Delivery
  • Schedule quotation booking in the CRM ensuring correct trade, geography, and availability.
  • Issue clear quote orders to engineers or supply chain with all necessary info.
  • Coordinate materials, access arrangements, and client communications.
• Project Oversight & Client Reporting
  • Act as single point of contact for the client throughout the job lifecycle.
  • Conduct quality checks (photos, feedback, completion verification).
  • Resolve issues proactively and escalate where necessary.
  • Provide job summaries and updates to clients as required.
• Performance Management
  • Hit weekly and monthly KPIs: Quote turnaround and conversion rate 25%.
  • Participate in daily stand-ups and report performance metrics.
  • Continuously seek ways to improve speed, accuracy, and customer experience.

*** Please note that this list of tasks and responsibilities is not exhaustive, the post holder may undertake other duties as required. ***

Qualifications

• Experience in Construction & Refurbishment: Background in property maintenance, residential/commercial refurbishments, or construction—ideally in roles such as Project Manager, Estimator, Quantity Surveyor, or similar.
• Industry Knowledge: Strong understanding of how building services operate—from quoting to project delivery—and a clear grasp of trade workflows and client expectations.
• Commercially Driven: Confident managing project costs, quoting for works, and driving revenue through proactive client management.
• Excellent Communicator: Able to communicate clearly and professionally with clients, suppliers, subcontractors, and internal teams—both in writing and over the phone.
• Highly Organised: Skilled at juggling multiple projects, quotes, and job schedules with accuracy and attention to detail.
• Tech-Savvy: Comfortable using CRM systems, scheduling platforms, and Microsoft 365 to track and manage your workflow.
• Calm Under Pressure: Able to prioritise effectively and keep things moving even when deadlines are tight or issues arise.
• Ownership Mentality: A proactive self-starter who takes full responsibility for outcomes and looks for ways to improve processes and performance.

How to Apply

Ready to join a company where your performance drives your success? Apply today by submitting your CV and a cover letter outlining why you’re the right fit for this role.