PM Sales Representative

Marick Mechanical; Hiawatha (IA); On-site; USD 70,000 - 100,000; Full time

Job summary

Marick Mechanical, an Orion Services Group company, is seeking a Preventative Maintenance (PM) Sales Representative to drive recurring PM revenue by developing new commercial HVAC/refrigeration customers and expanding existing accounts.

The role emphasizes consultative selling, territory management, and coordination with service operations to deliver tailored PM programs that improve reliability, energy efficiency, and budget predictability for customers.

Qualifications

• 3+ years of HVAC, refrigeration, facilities, construction, or industrial sales experience.
• Valid driver’s license and ability to travel within the assigned territory.
• Strong communication, presentation, consultative selling, and relationship-building skills.
• Ability to perform facility assessments, interpret customer needs, and use CRM systems.

Responsibilities

• Develop new commercial PM customers and grow recurring PM revenue.
• Conduct facility surveys and inventories to tailor PM proposals highlighting reliability and energy efficiency.
• Maintain renewals and expand account relationships through proactive service and upsell opportunities.
• Manage territory and pipeline with CRM records, forecasts, and regular reviews.
• Collaborate with service operations to support proposals, handoffs, and contract award activities.

Skills

HVAC sales

Account management

Communication

CRM proficiency

Travel readiness

Tools

CRM software

Job description

Marick Mechanical, an Orion Services Group company | Territory-Based | Full-Time

Department: Sales | Reports To: Vice President of Sales | FLSA: Exempt – Outside Sales | Travel: Within Assigned Territory

Position Summary

The Preventative Maintenance (PM) Sales Representative drives recurring service agreement revenue by developing new commercial HVAC and refrigeration customers, growing existing accounts, and selling tailored preventative maintenance programs. The role helps customers reduce equipment downtime, improve energy efficiency, extend equipment life, and gain predictable maintenance budgets.

Mission of the Role

Build a profitable, sustainable territory of recurring PM agreements through consistent prospecting, consultative selling, strong customer relationships, and reliable coordination with service operations.

Key Responsibilities

New Business Development

• Prospect commercial businesses through cold calls, referrals, networking, customer visits, and targeted outreach.
• Develop relationships with facility managers, property managers, operations leaders, maintenance supervisors, plant managers, and business owners.
• Qualify opportunities and convert new prospects into recurring maintenance agreement customers.

PM Program Assessment & Sales

• Conduct facility surveys and equipment inventories, evaluating condition, age, maintenance history, and operational risk.
• Prepare and present tailored PM proposals communicating reliability, energy efficiency, equipment life, budget predictability, and avoided emergency costs.
• Negotiate and close maintenance agreements consistent with company pricing and approval processes.

Account Retention & Expansion

• Maintain ongoing relationships with customers; proactively manage renewals and customer satisfaction.
• Identify repairs, equipment replacements, retrofits, controls upgrades, indoor air quality, and refrigeration modernization opportunities.
• Partner with service operations to resolve customer concerns and support continuity of service.

Territory & Pipeline Management

• Maintain a qualified, up-to-date CRM pipeline; document customer activity daily and maintain accurate forecasts.
• Schedule customer appointments, facility surveys, follow-ups, and account reviews.
• Develop and execute a territory growth plan and regularly review pipeline conversion and margin performance.

Internal Collaboration

• Work closely with service managers and technicians to uncover customer needs and service deficiencies.
• Coordinate proposals, contract documentation, and accurate sales-to-operations handoffs.
• Support onboarding of new PM agreement customers following contract award.

Required Qualifications

• 3+ years of HVAC, refrigeration, facilities, construction, or industrial sales experience.
• Valid driver’s license and ability to travel within the assigned territory.
• Strong communication, presentation, consultative selling, and relationship-building skills.
• Ability to perform facility assessments, interpret customer needs, and use CRM systems.

Preferred Qualifications

Commercial HVAC/refrigeration service sales experience and knowledge of RTUs, split systems, chillers, boilers, cooling towers, VAV systems, building automation, walk-in coolers/freezers, and refrigeration rack systems.

Core Competencies

Work Environment & Outside Sales Responsibilities

This position is primarily responsible for independently developing new business opportunities, soliciting prospective customers, and securing commercial preventative maintenance service agreements. The employee is expected to customarily and regularly conduct sales activities away from Marick’s offices, including in-person customer meetings, facility visits, prospecting activities, and contract negotiations at customer locations.

The role requires independent territory management, customer relationship development, and accountability for achieving established sales and recurring revenue targets. Office-based reporting, CRM maintenance, proposal development, and administrative activities support the employee’s own outside sales efforts.

Position Administration

Compensation and incentive terms are established separately under approved company plans. Reporting title and assigned territory are subject to HR confirmation before posting. FLSA classification is designated Exempt – Outside Sales based on the anticipated primary duty of making sales and customary, regular sales activity away from the employer’s place of business; HR must confirm that actual duties and working practices support this exemption. The responsibilities above describe the general nature of the role and may evolve based on business needs.

Voluntary Self-Identification

For government reporting purposes, we ask candidates to respond to the below self-identification survey.Completion of the form is entirely voluntary. Whatever your decision, it will not be considered in the hiringprocess or thereafter. Any information that you do provide will be recorded and maintained in aconfidential file.

As set forth in Marick Mechanical’s Equal Employment Opportunity policy,we do not discriminate on the basis of any protected group status under any applicable law.

If you believe you belong to any of the categories of protected veterans listed below, please indicate by making the appropriate selection.As a government contractor subject to the Vietnam Era Veterans Readjustment Assistance Act (VEVRAA), we request this information in order to measurethe effectiveness of the outreach and positive recruitment efforts we undertake pursuant to VEVRAA. Classification of protected categoriesis as follows:

A "disabled veteran" is one of the following: a veteran of the U.S. military, ground, naval or air service who is entitled to compensation (or who but for the receipt of military retired pay would be entitled to compensation) under laws administered by the Secretary of Veterans Affairs; or a person who was discharged or released from active duty because of a service-connected disability.

A "recently separated veteran" means any veteran during the three-year period beginning on the date of such veteran's discharge or release from active duty in the U.S. military, ground, naval, or air service.

An "active duty wartime or campaign badge veteran" means a veteran who served on active duty in the U.S. military, ground, naval or air service during a war, or in a campaign or expedition for which a campaign badge has been authorized under the laws administered by the Department of Defense.

An "Armed forces service medal veteran" means a veteran who, while serving on active duty in the U.S. military, ground, naval or air service, participated in a United States military operation for which an Armed Forces service medal was awarded pursuant to Executive Order 12985.