Hybrid Service Project Account Executive

Posted 3 weeks ago

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About the role

  • Service Project Sales Representative responsible for identifying, estimating, proposing, and closing service-based project opportunities. Focuses on mechanical systems, system upgrades, and client relationships.

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.

Requirements

  • 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 salary based on experience.
  • Health, dental, and vision insurance.
  • Paid time off and holiday pay.
  • Opportunities for professional development and certification assistance.

Job title

Service Project Account Executive

Job type

Experience level

Mid levelSenior

Salary

Not specified

Degree requirement

No Education Requirement

Location requirements

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