Service Project Account Executive

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.
• 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.