Mechanical Systems Project Sales

About the role

The purpose of your role as a Project Sales Representative is to market the company to new clients and develop turnkey solutions including estimating/proposal presentation for mechanical and plumbing retrofit projects in commercial markets. This position also requires managing existing customer relationships.

Responsibilities

• Demonstrate a strong, working knowledge of mechanical and plumbing systems, including how they operate and interact.
• Confidently assess existing systems, identify issues, and recommend effective repair, modification, or replacement solutions.
• Interpret drawings, equipment specifications, and jobsite conditions with accuracy.
• Understand the full lifecycle cost of owning, operating, and maintaining facility systems.
• Leverage this knowledge to develop solutions and proposals that improve performance while reducing long-term costs for the customer.
• Analyze project specifications and drawings to clearly define scope and estimate requirements.
• Accurately determine sizes, distances, quantities, timelines, costs, resources, and materials needed for each project.
• Create detailed, professional proposals for both current and prospective customers.
• Maintain thorough documentation of account activity, generate reports, and track all customer and supplier interactions.
• Create innovative design-build solutions tailored to client needs.
• Prepare, present, and respond to proposals aligned with specific customer requirements, including RFPs and customized industry solutions.
• Clearly communicate repair, modification, and replacement recommendations, ensuring both customers and internal teams fully understand project scope and expectations.
• Deliver cost-effective, high-value solutions that align with customer goals.
• Identify and qualify new business opportunities, delivering compelling sales presentations and addressing questions or objections with professionalism and confidence.
• Develop a deep understanding of each prospect’s technical and financial needs.
• Follow up promptly on leads and referrals, building strong rapport and uncovering customer priorities.
• Maintain a healthy pipeline of quotes to consistently achieve booking goals.
• Respond quickly and effectively to customer concerns, ensuring issues are resolved and relationships remain strong and positive.
• Build and maintain productive relationships with customers, vendors, and external partners, representing the company with integrity while maximizing profitability.
• Effectively plan and manage your schedule to maximize productivity, including strategic management of quotes and opportunities to drive sales success.

Requirements

• Associate’s degree in Construction Sciences, HVAC, or a related field.
• Bachelor’s degree in Business, Technical, or a related field preferred.
• 4+ years of experience and knowledge of HVAC, mechanical, and plumbing systems and components.
• 4+ years of experience developing and maintaining customer relationships.
• 1–2 years of proficiency with MS Word, Excel, and PowerPoint.
• Ability to understand and communicate energy savings associated with proposed solutions.
• Ability to prepare financial justifications, including energy savings analysis, preferred.
• Experience with industrial refrigeration preferred.

Qualifications

• Associate’s degree in Construction Sciences, HVAC, or a related field.
• Bachelor’s degree in Business, Technical, or a related field preferred.
• 4+ years of experience and knowledge of HVAC, mechanical, and plumbing systems and components.
• 4+ years of experience developing and maintaining customer relationships.
• 1–2 years of proficiency with MS Word, Excel, and PowerPoint.
• Ability to understand and communicate energy savings associated with proposed solutions.
• Ability to prepare financial justifications, including energy savings analysis, preferred.
• Experience with industrial refrigeration preferred.

Skills

• Strong communication and presentation skills.
• Ability to analyze project specifications and drawings.
• Proficiency with MS Word, Excel, and PowerPoint.
• Understanding of lifecycle costs and energy savings.
• Ability to develop and present proposals.
• Customer relationship management skills.
• Technical knowledge of HVAC, mechanical, and plumbing systems.

Benefits

• Medical, dental, vision, and life insurance.
• 401K with company match.
• Vacation time, sick time, and paid holidays.
• Paid Parental leave.
• Short-Term Incentive Plan.

Pay

The pay range for this position is $71,078.81 - $106,618.22. The actual salary offer will vary by candidate based on a wide range of factors such as specific skills, qualifications, experience, and location.

Schedule

N/A