Service Project Account Executive
Upchurch
full-time
Posted on:
Location Type: Hybrid
Location: Arlington • Texas • 🇺🇸 United States
Visit company websiteJob Level
Mid-LevelSenior
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
sales experiencetechnical knowledge of mechanical systemsservice applicationsretrofit project solutionsreading mechanical drawingsinterpreting specificationsestimating tools
Soft skills
communication skillsnegotiation skillsorganizational skillsself-motivatedtime managementtask prioritization