Service Project Account Executive
Upchurch
Sell and manage service project sales for commercial HVAC/R, from leads to proposals.
16 days ago ago
Intermediate (4-7 years), Experienced (8-12 years)
Full Time
Fort Myers, FL
Field
Company Size
50 Employees
Service Specialisms
Construction services
Project Management
Consulting
Engineering
Architecture
Property Development
Design
Technical Services
Sector Specialisms
Commercial Buildings
Industrial Facilities
Healthcare
Manufacturing
Education
Government
Role
What you would be doing
scope estimation
sales targets
job walks
client development
project handoff
crm tracking
- Prepare accurate scopes of work, estimates, and proposals for service-related projects such as equipment retrofits, piping replacements, control upgrades, and more.
- Meet or exceed individual sales targets and contribute to overall team growth goals.
- Conduct job walks, pre-bid meetings, and technical consultations to gather necessary site information.
- 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.
- Maintain accurate records of sales activity and project pipeline in CRM or tracking system.
- 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.
What you bring
mechanical
hvac/r
estimating
ms office
crm
sales experience
- Strong technical knowledge of mechanical systems, service applications, and retrofit project solutions
- Excellent communication, negotiation, and organizational skills
- Ability to read and interpret mechanical drawings and specifications
- Proficiency with estimating tools, Microsoft Office Suite, and CRM systems
- Self-motivated with the ability to manage time effectively and prioritize tasks
- 3+ years of sales experience in commercial HVAC/R or mechanical construction service industry preferred
- Competitive salary based on experience.
- Health, dental, and vision insurance.
- Opportunities for professional development and certification assistance.
- Paid time off and holiday pay.
Information not given or found
Interview process
Information not given or found
Visa SponsorshipInformation not given or found
Security clearanceInformation not given or found
Company
Overview
- 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.
- Integrity in all that we do.
- Commitment to exceeding client expectations.
- Collaboration and teamwork at all levels.
- Accountability for results.
- Continuous improvement in services and processes.
Net-zero by 2040
Emissions Target
The company has established a goal to achieve net-zero emissions by 2040, aiming to significantly reduce its carbon footprint.
- Committed to reducing environmental footprint across operations.
- Ongoing efforts to implement energy-efficient practices and reduce waste.
- Focus on sustainability in supply chain management.
- Investing in renewable energy solutions for future operations.
40% Women
Representation in workforce
The workforce composition reflects gender diversity, with women making up a significant portion of the team.
- Strives for a diverse and inclusive workforce.
- Conducts regular training programs to foster inclusion.
- Initiatives focused on creating a culture of respect and inclusion.
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