Mechanical Solutions Engineer

The Mechanical Solutions Engineer is a new position that combines the responsibilities of a field engineer, estimator, project developer, and technical sales engineer. You will be the technical face of Beacon to our customers: the person who visits the site, diagnoses the problem, develops the right solution, prices it, and delivers a professional proposal - often within the same day. You will own that entire process from first call through award, supported by modern AI-assisted estimating and proposal tools that eliminate the administrative work that slows traditional estimators down. What You Will Do Customer Engagement

• Meet with facility managers and maintenance staff to understand operational issues, budget constraints, urgency, and future needs
• Serve as the primary technical point of contact from initial site visit through project award
• Conduct follow-up calls and site meetings, answer technical questions, revise estimates, negotiate scope, and close work

Site Investigation & Documentation

• Inspect conveyor systems, HVAC equipment, boilers, chillers, cooling towers, pumps, controls, plumbing, drainage, and related building systems
• Document deficiencies with photographs, video, measurements, model numbers, sketches, and equipment lists
• Use Beacon's AI-assisted field tools to convert site observations into structured field reports before leaving the site

Solution Development & Estimating

• Develop repair and replacement recommendations, including multiple options and value engineering alternatives where appropriate
• Prepare detailed scopes of work and coordinate subcontractor participation
• Perform material takeoffs, labor calculations, and equipment pricing; obtain vendor quotations; account for rentals, permits, engineering, markup, and contingency
• Conduct risk review on every estimate before submission

Proposal Development & Delivery

• Produce professional proposals that include photos, deficiency explanations, recommended solutions, options, warranty terms, lead times, and schedule
• Deliver estimates within 72 hours of the site visit as a standard, with same-day delivery as the goal for routine repair scopes
• Manage automated follow-up and track proposal outcomes to continually improve win rate and margin

• Significant hands-on HVAC and mechanical systems experience (service, installation, or facilities background)
• Construction or mechanical service estimating experience
• Strong written communication - you can explain a technical problem and its solution clearly to a non-technical building owner
• Solid computer skills and genuine willingness to work with AI-assisted estimating and documentation tools
• Customer-facing professionalism and a service mindset
• Valid driver's license and ability to travel to customer sites daily

Preferred

• Experience with field service management platforms such as ServiceTitan
• Experience developing budget and firm proposals for commercial mechanical repair and replacement projects
• Trade license (refrigeration, plumbing, or similar) or engineering coursework

How Success Is Measured

• Customer response within 24 hours; site visit within 48 hours; estimate delivered within 72 hours
• Proposal hit ratio and gross margin on awarded work
• Average estimate size and proposal aging
• Customer satisfaction and repeat business

Compensation & Benefits

• Base salary: $95,000 - $125,000, commensurate with experience
• Performance bonus tied to gross profit sold, estimate turnaround, and customer satisfaction
• Company vehicle or vehicle allowance, phone, and tablet
• [Health insurance, retirement plan, PTO - insert Beacon's standard benefits summary]

About Beacon Mechanical Services Beacon Mechanical Services is a Massachusetts-based mechanical contractor providing HVAC, plumbing, and mechanical system repair, replacement, and installation services to commercial and industrial customers. We are expanding nationally and are investing in the people, technology, and processes that will define the next generation of mechanical service contracting., Most estimating jobs bury talented people in administrative work. At Beacon, we have built AI-assisted tools that draft field reports, generate scopes, and assemble branded proposals - so you spend your time in the field with customers and on the technical judgment calls that actually win work. You will help shape this role and the systems behind it as Beacon grows into a national mechanical service provider.