Service Project Account Executive

Upchurch; Arlington (TX); On-site; USD 60,000 - 90,000; Full time

Benefits offered by this job

Health insurance

Dental insurance

Vision insurance

Paid time off

Holiday pay

Professional development

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. This role emphasizes equipment retrofits, system upgrades, code modifications, and other revenue-generating service work beyond standard maintenance contracts.

You will collaborate with service technicians and field supervisors, prepare accurate scopes and proposals, and maintain a strong project pipeline to meet sales

Qualifications

• 3+ years in commercial HVAC/R or mechanical construction sales.
• Strong knowledge of mechanical systems and retrofit project solutions.
• MEP pricing/estimating experience.
• Ability to read and interpret mechanical drawings and specifications.
• Excellent communication, negotiation, and organizational skills.
• Self-motivated with effective time management.
• Proficiency with estimating tools, MS Office, 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 deficiencies or client needs.
• Prepare scopes of work, estimates, and proposals for service-related projects.
• Conduct site visits, pre-bid meetings, and technical consultations for information gathering.
• Work with internal teams to ensure smooth handoff and execution of projects.
• Meet or exceed individual sales targets and contribute to team growth.
• Maintain records of sales activity and project pipeline in CRM.
• Stay updated on industry trends and competitive activity.

Skills

Sales experience

HVAC/R knowledge

MEP pricing/estimating

Reading drawings/specs

Communication/negotiation

Time management

CRM systems

MS Office

Tools

Estimating tools

Estimating software

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 Service Project Sales Representative is responsible for identifying, estimating, proposing, and closing service-based project opportunities within existing and new client accounts. This role focuses exclusively on service projects, including equipment replacements, system upgrades, code compliance modifications, and other revenue-generating service work outside of standard maintenance contracts.

Key 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.

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

• MEP pricing/estimating experience

• 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

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.