PM Sales Representative

Marick Mechanical•Omaha, NE

About The Position

The Preventative Maintenance Sales Representative drives recurring service agreement revenue by developing new commercial HVAC and refrigeration customers, growing existing accounts, and selling tailored preventative maintenance programs. The role helps customers reduce equipment downtime, improve energy efficiency, extend equipment life, and gain predictable maintenance budgets. The representative builds a profitable, sustainable territory of recurring PM agreements through consistent prospecting, consultative selling, strong customer relationships, and reliable coordination with service operations. This is an outside sales role involving independent business development, customer meetings, facility visits, prospecting, and contract negotiations at customer locations. Office-based reporting, CRM maintenance, proposal development, and administrative activities support the employee’s outside sales efforts. The representative manages customer relationships and renewals, identifies additional service and equipment opportunities, and coordinates with service operations to support customer needs and successful handoffs. Compensation and incentive terms are established separately under approved company plans. Responsibilities may evolve based on business needs.

Requirements

At least 3 years of HVAC, refrigeration, facilities, construction, or industrial sales experience.
Valid driver’s license and ability to travel within the assigned territory.
Strong communication, presentation, consultative selling, and relationship-building skills.
Ability to perform facility assessments, interpret customer needs, and use CRM systems.

Nice To Haves

Commercial HVAC or refrigeration service sales experience.
Knowledge of RTUs, split systems, chillers, boilers, cooling towers, VAV systems, building automation, walk-in coolers/freezers, and refrigeration rack systems.

Responsibilities

Prospect commercial businesses through cold calls, referrals, networking, customer visits, and targeted outreach.
Develop relationships with facility managers, property managers, operations leaders, maintenance supervisors, plant managers, and business owners.
Qualify opportunities and convert prospects into recurring maintenance agreement customers.
Conduct facility surveys and equipment inventories, evaluating equipment condition, age, maintenance history, and operational risk.
Prepare and present tailored preventative maintenance proposals explaining reliability, energy efficiency, equipment life, budget predictability, and avoided emergency costs.
Negotiate and close maintenance agreements in accordance with company pricing and approval processes.
Maintain customer relationships, proactively manage renewals, and support customer satisfaction.
Identify opportunities for repairs, equipment replacements, retrofits, controls upgrades, indoor air quality, and refrigeration modernization.
Partner with service operations to resolve customer concerns and support continuity of service.
Maintain an up-to-date, qualified CRM pipeline; document customer activity daily and maintain accurate forecasts.
Schedule customer appointments, facility surveys, follow-ups, and account reviews.
Develop and execute a territory growth plan and review pipeline conversion and margin performance.
Work with service managers and technicians to uncover customer needs and service deficiencies.
Coordinate proposals, contract documentation, and accurate sales-to-operations handoffs.
Support onboarding of new PM agreement customers after contract award.
Independently develop new business opportunities, solicit prospective customers, and secure commercial preventative maintenance service agreements.
Conduct sales activities away from Marick’s offices, including customer meetings, facility visits, prospecting, and contract negotiations at customer locations.
Manage the assigned territory and customer relationships and work toward established sales and recurring revenue targets.