HVAC Service Project Sales Executive

Upchurch Industrial LLC; Fort Myers, Northern (FL, KY); Hybrid; USD 60,000 - 90,000; Full time

Benefits offered by this job

Competitive pay

Health, dental & vision insurance

PTO & holidays

Certification assistance

Job summary

Upchurch is seeking a Service Project Sales Representative to identify, estimate, propose, and close service-based project opportunities within existing and new client accounts, focusing on equipment retrofits, system upgrades and code compliance modifications.

You will partner with service technicians and field supervision, prepare scopes and proposals, conduct site visits, and help meet sales targets while maintaining CRM records.

Qualifications

• 3+ years of sales experience in commercial HVAC/R or mechanical construction service industry preferred.
• 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.
• Self-motivated with the ability to manage time effectively and prioritize tasks.
• Proficiency with estimating tools, Microsoft Office Suite, and CRM systems.

Responsibilities

• Proactively develop and maintain relationships with commercial and industrial clients to uncover service project opportunities.
• Collaborate with service technicians and field supervisors to identify system deficiencies or client needs that could lead to project work.
• 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.
• 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.
• Maintain accurate records of sales activity and project pipeline in CRM or tracking system.
• Stay informed about industry trends, market activity, and competitors.

Skills

HVAC/R sales

Mechanical construction

Reading drawings

Communication

Time management

Estimating tools & CRM

Tools

Microsoft Office

CRM systems

Estimating tools

Job description

Upchurch is seeking a Service Project Sales Representative to identify, estimate, propose, and close service-based project opportunities within existing and new client accounts, focusing on equipment retrofits, system upgrades and code compliance modifications.

You will partner with service technicians and field supervision, prepare scopes and proposals, conduct site visits, and help meet sales targets while maintaining CRM records.