Preventative Maintenance Account Executive

Socket.dev; Dallas (TX); On-site; USD 90,000 - 130,000; Full time

Benefits offered by this job

Competitive pay based on experience

Health, dental, and vision insurance

Paid time off and holidays

Professional development and cert.助

Job summary

Upchurch Companies is seeking a Preventative Maintenance Account Executive to drive long-term service agreement revenue for commercial and industrial HVAC/R systems. The role emphasizes new- business development, consultative selling, and building lasting client relationships.

You will conduct facility assessments, tailor maintenance proposals, and collaborate with service teams to ensure reliable execution. A strong sales mindset and industry knowledge are essential for success in this position.

Qualifications

• 2+ years of B2B sales experience in mechanical services, facilities management, or HVAC/R industries.
• Exceptional interpersonal, communication, and presentation skills.
• Detail-oriented with strong organizational and follow-through capabilities.
• Self-starter able to work independently and manage a defined territory.
• Proficiency in Microsoft Office, CRM systems, and sales tracking tools.

Responsibilities

• Identify, pursue, and close new preventative maintenance agreement opportunities with commercial and industrial clients.
• Conduct facility assessments to understand system conditions, operating schedules, and client needs.
• Prepare customized maintenance proposals based on site findings and customer goals.
• Develop long-term relationships with facilities managers, property owners, and key decision-makers.
• Maintain and grow a robust sales pipeline through proactive outreach, networking, and follow-up.
• Collaborate with service management and dispatch teams to ensure accurate delivery and execution of service contracts.
• Track and renew expiring contracts while upselling expanded coverage or additional services.
• Meet or exceed monthly and annual sales quotas for maintenance agreements.
• Keep detailed records of all sales activities and proposals within CRM or similar tools.
• Stay informed on industry trends and evolving customer expectations in HVAC/R service and energy efficiency.

Skills

B2B sales experience

Interpersonal skills

Communication & presentation

Independent territory management

CRM systems proficiency

Tools

Microsoft Office Suite

Job description

Company Overview

Upchurch is a rapidly growing, full-service building engineering company providing mechanical, plumbing, HVAC, and electrical services across the southeastern United States. Founded in 1970 and headquartered in Horn Lake, MS, Upchurch has grown through both organic expansion and strategic acquisitions, establishing a strong reputation for quality, reliability, and service excellence. We offer end-to-end solutions—from design and installation to ongoing maintenance and emergency support—helping clients maximize building performance, energy efficiency, and equipment lifespan.

Position Summary

The Preventative Maintenance Account Executive is responsible for selling service maintenance agreements that ensure the long-term reliability, efficiency, and performance of clients' mechanical systems. This role focuses exclusively on cultivating new service agreement opportunities and growing recurring revenue through strategic prospecting, client relationship development, and consultative selling.

Key Responsibilities

• Identify, pursue, and close new preventative maintenance agreement opportunities with commercial and industrial clients.
• Conduct facility assessments to understand system conditions, operating schedules, and client needs.
• Prepare customized maintenance proposals based on site findings, equipment inventory, and customer goals.
• Develop strong, long-term relationships with facilities managers, property owners, and key decision-makers.
• Maintain and grow a robust sales pipeline through proactive outreach, networking, and follow-up.
• Collaborate with service management and dispatch teams to ensure accurate delivery and execution of service contracts.
• Track and renew expiring contracts while upselling expanded coverage or additional services where appropriate.
• Meet or exceed monthly and annual sales quotas for maintenance agreements.
• Keep detailed records of all sales activities and proposals within CRM or other tracking tools.
• Stay informed on industry trends and evolving customer expectations in HVAC/R service and energy efficiency.

Qualifications

• 2+ years of B2B sales experience, ideally in mechanical services, facilities management, or HVAC/R industries
• Strong understanding of mechanical systems and maintenance strategies
• Exceptional interpersonal, communication, and presentation skills
• Detail-oriented with strong organizational and follow-through capabilities
• Self-starter with the ability to work independently and manage a defined territory
• Proficiency in Microsoft Office Suite, CRM systems, and sales tracking tools

Benefits:

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

Equal Employment Opportunity:

Upchurch Companies provides equal employment opportunities to all employees and applicants. We prohibit discrimination and harassment of any type based on race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state, or local laws.