Upchurch

Sales Engineer

• Achieve annual booking goals through proactive sales efforts.
• Qualify leads, deliver effective sales presentations, and overcome objections to close deals.
• Identify and pursue new business opportunities in assigned markets.
• Expand existing customer relationships by offering tailored solutions and value-added services.
• Maintain a robust pipeline and ensure timely follow-up on leads and referrals.
• Conduct site surveys to evaluate mechanical systems and identify client needs.
• Recommend replacement, retrofit, or modification solutions and interpret drawings and job conditions.
• Provide detailed estimates and apply company pricing standards to project proposals.
• Build long-term relationships with customers by addressing concerns promptly and delivering cost-effective solutions.
• Partner with operations and purchasing teams to select vendors, ensure timely procurement, and support seamless project execution.
• Prepare accurate and timely reports, proposals, and documentation, including booking packages and supportive information related to delays, changes, or special conditions.

Owner-Direct National Account Sales Engineer

• Achieve annual booking goals through proactive sales efforts.
• Qualify leads, deliver effective sales presentations, and overcome objections to close deals.
• Identify and pursue new business opportunities in assigned markets.
• Expand existing customer relationships by offering tailored solutions and value-added services.
• Conduct site surveys to evaluate mechanical systems and identify client needs.
• Provide detailed estimates and apply company pricing standards to project proposals.
• Build long-term relationships with customers by addressing concerns promptly and delivering cost-effective solutions.
• Partner with operations and purchasing teams to select vendors, ensure timely procurement, and support seamless project execution.
• Prepare accurate and timely reports, proposals, and documentation, including booking packages and supportive information related to delays, changes, or special conditions.

Account Executive

• Develop and execute a sales strategy to expand electrical construction and service market share.
• Identify, pursue, and secure new business opportunities with general contractors, facility managers, building owners, and industrial clients.
• Manage the full sales cycle—from prospecting and qualifying leads to presenting proposals and closing deals.
• Conduct site visits, assessments, and technical discovery to determine customer needs and recommend solutions.
• Collaborate with estimating, engineering, project management, and operations to prepare accurate proposals and ensure successful project delivery.
• Maintain strong, ongoing relationships with existing clients to support repeat business and customer loyalty.
• Track opportunities in CRM and maintain accurate forecasts of pipeline activity and revenue.
• Stay up-to-date on industry trends, code changes, competitor offerings, and emerging technologies.
• Represent the company at networking events, industry associations, tradeshows, and customer visits.
• Meet or exceed monthly, quarterly, and annual sales targets.

Electrical Sales Account Executive

• 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.

Service Project Account Executive

• Identify, pursue, and close new preventative maintenance agreement opportunities with commercial and industrial clients.
• Conduct facility assessments to understand system conditions, operating schedules, and client needs.
• Prepare customized maintenance proposals based on site findings, equipment inventory, and customer goals.
• Develop strong, long-term relationships with facilities managers, property owners, and key decision-makers.
• Maintain and grow a robust sales pipeline through proactive outreach, networking, and follow-up.
• Collaborate with service management and dispatch teams to ensure accurate delivery and execution of service contracts.
• Track and renew expiring contracts while upselling expanded coverage or additional services where appropriate.
• Meet or exceed monthly and annual sales quotas for maintenance agreements.
• Keep detailed records of all sales activities and proposals within CRM or other tracking tools.
• Stay informed on industry trends and evolving customer expectations in HVAC/R service and energy efficiency.

Owner-Direct National Account Sales Engineer

Owner-Direct National Account Sales Engineer

Electrical Sales Account Executive

Electrical Sales Account Executive

Service Project Account Executive

Electrical Sales Account Executive

Preventative Maintenance Account Executive