Upchurch

Content Creator

• Design and develop interactive eLearning, microlearning, and blended learning experiences that support technical, safety, operational, and leadership training across all Upchurch business units.
• Build complete instructor-led training (ILT) packages including facilitator guides, participant guides, slide decks, structured activities, and discussion-based exercises.
• Create digital learning materials such as job aids, workflows, decision trees, knowledge checks, assessments, videos, animations, and interactive simulations.
• Convert complex construction workflows, processes, and technical concepts into clear, accessible training content using strong instructional design methodology.
• Maintain a consistent instructional style, tone, and brand presence across all learning assets within Upchurch University.
• Partner closely with SMEs, Operations leadership, technical trainers, and Safety to gather accurate content, validate details, and understand work processes.
• Facilitate structured content-working sessions to extract technical knowledge, map processes, and clarify expectations.
• Build strong relationships across business units to ensure training materials reflect real-world field and office conditions.
• Manage multiple development projects from intake → scoping → script/storyboard → build → pilot → revision → deployment.
• Maintain documentation, version control, and organized file systems to ensure consistency and scalability of learning content.
• Establish and maintain development timelines that support broader training implementation schedules.
• Conduct pilots, gather learner feedback, and apply improvements to refine clarity, usability, and effectiveness of training materials.
• Ensure content is accurate, up to date, and aligned with evolving field practices, safety standards, and company processes.
• Collaborate with the L&D Director to standardize content formats, templates, and best practices across Upchurch University.
• Upload, test, and publish eLearning, ILT materials, assessments, and resources within the LMS.
• Troubleshoot issues, ensure content compatibility, and monitor engagement metrics to improve learner experience.
• Help maintain a growing digital content library organized by topic, trade, and level of learning.

Content Developer

Operations

• Provide day-to-day administrative support to the Director of Critical Environments, Service Managers, and Integrated Operations leadership.
• Prepare and maintain program documentation, internal trackers, presentations, and reporting packages.
• Support resource planning activities by maintaining visibility into technician readiness, certifications, and availability (non-dispatch).
• Assist with internal coordination between service leadership, training, safety, HR, and finance.
• Maintain organized records for procedures, SOPs, MOP templates, and best practice documentation.
• Support internal quality, audit, and compliance preparation related to training and qualifications.
• Coordination of support for conference attendance and participation.

Operations & Service Administrator

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.

Content Developer

Operations & Service Administrator

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