Service Project Account Executive

Overview

Sell service-based mechanical projects by finding, estimating and closing opportunities.

Key Responsibilities

• client relations
• sales targets
• proposal development
• job walks
• system assessment
• crm management

Tasks

-Proactively develop and maintain relationships with commercial and industrial clients to uncover service project opportunities. -Work closely with internal teams (service operations, project management, purchasing, etc.) to ensure smooth project handoff and execution. -Meet or exceed individual sales targets and contribute to overall team growth goals. -Collaborate with service technicians and field supervisors to identify system deficiencies or client needs that could lead to project work. -Stay informed about industry trends, market activity, and competitors. -Maintain accurate records of sales activity and project pipeline in CRM or tracking system. -Prepare accurate scopes of work, estimates, and proposals for service-related projects such as equipment retrofits, piping replacements, control upgrades, and more. -Conduct job walks, pre-bid meetings, and technical consultations to gather necessary site information.

Requirements

• sales experience
• self-motivated
• mechanical knowledge
• read drawings
• communication
• estimating

What You Bring

-3+ years of sales experience in commercial HVAC/R or mechanical construction service industry preferred -Self-motivated with the ability to manage time effectively and prioritize tasks -Strong technical knowledge of mechanical systems, service applications, and retrofit project solutions -Ability to read and interpret mechanical drawings and specifications -Excellent communication, negotiation, and organizational skills -Proficiency with estimating tools, Microsoft Office Suite, and CRM systems

People Also Searched For

Benefits

-Paid time off and holiday pay. -Opportunities for professional development and certification assistance. -Health, dental, and vision insurance. -Competitive salary based on experience.

About Upchurch

-Known for delivering quality, reliability, and innovation across various sectors. -Specializes in managing complex projects with attention to detail and efficient execution. -A trusted name in delivering solutions that meet technical and operational requirements.

Sector Specialisms