Service Project Account Executive
Upchurch
full-time
Posted on:
Location Type: Hybrid
Location: Arlington • Texas • United States
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About the role
- 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.
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills & Tools
sales experiencetechnical knowledge of mechanical systemsservice applicationsretrofit project solutionsreading mechanical drawingsinterpreting specificationsestimating tools
Soft Skills
communication skillsnegotiation skillsorganizational skillsself-motivatedtime managementtask prioritization