Service Project Sales Pro

Upchurch; Fort Myers (FL); On-site; USD 60,000 - 100,000; Full time

Benefits offered by this job

Competitive pay based on experience

Health, dental, and vision insurance

Paid time off and holiday pay

Certification assistance

Job summary

Upchurch is seeking a Service Project Sales Representative to identify, estimate, propose, and close service-based opportunities within existing and new client accounts. This role focuses exclusively on service projects, including equipment retrofits, system upgrades, and code-compliance work outside standard maintenance contracts.

You will collaborate with service technicians, project management, and purchasing to prepare accurate scopes, estimates, and proposals; maintain CRM records; meet

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.

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 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.

Tools

Estimating tools

Microsoft Office

CRM systems

Job description

Upchurch is seeking a Service Project Sales Representative to identify, estimate, propose, and close service-based opportunities within existing and new client accounts. This role focuses exclusively on service projects, including equipment retrofits, system upgrades, and code-compliance work outside standard maintenance contracts.

You will collaborate with service technicians, project management, and purchasing to prepare accurate scopes, estimates, and proposals; maintain CRM records; meet