Service Project Account Executive

Socket.dev; Fort Myers (FL); On-site; USD 70,000 - 100,000; Full time

Benefits offered by this job

Competitive pay

Health, dental, and vision insurance

Paid time off and holidays

Certification assistance

Job summary

Upchurch Companies is seeking a Service Project Sales Representative to uncover, scope, estimate, and close service-based project opportunities within existing and new accounts. You will focus on equipment retrofits, upgrades, code-compliance work, and related revenue-generating service projects beyond maintenance contracts.

You will work with service technicians, field supervisors, and internal teams to create accurate proposals, meet sales targets, and manage the project pipeline.

Qualifications

• 3+ years of experience in selling or estimating service projects in the HVAC/R or mechanical construction sector.
• Strong technical understanding of mechanical systems, service applications and retrofit solutions.
• Ability to read and interpret mechanical drawings and specifications.
• Excellent verbal and written communication, negotiation, and organizational skills.
• Self-motivated with solid time management and prioritization.
• Proficient with estimating tools, MS Office Suite, and CRM systems.

Responsibilities

• Proactively build and maintain relationships with commercial and industrial clients to identify service project opportunities.
• Collaborate with service technicians and field supervisors to define client needs and project scope.
• Prepare accurate scopes, estimates, and proposals for service projects such as retrofits and upgrades.
• Conduct site walks, pre-bid meetings, and technical consultations to collect required information.
• Coordinate with service operations, project management, purchasing, and other teams for smooth handoff.
• Aim to meet or exceed sales targets and contribute to team growth.
• Maintain records of sales activity and project pipeline in CRM or tracking system.
• Stay informed on industry trends, activity, and competition.

Skills

Sales experience

Technical knowledge

Read drawings

Communication

Time management

Estimating tools

MS Office

CRM systems

Tools

Estimating tools

Microsoft Office

CRM systems

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

• 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.