PM Sales Representative

Marick Mechanical•Wichita, KS

About The Position

The Preventative Maintenance (PM) Sales Representative develops recurring commercial HVAC and refrigeration service agreement revenue by winning new customers, growing existing accounts, and selling tailored preventative maintenance programs. The role helps customers reduce equipment downtime, improve energy efficiency, extend equipment life, and establish predictable maintenance budgets. The representative builds a profitable, sustainable territory through prospecting, consultative selling, customer relationship management, and coordination with service operations. This is an outside sales role conducted primarily away from Marick Mechanical’s offices. It includes customer meetings, facility visits, prospecting, facility assessments, and contract negotiations at customer locations, alongside supporting office-based reporting, CRM maintenance, proposal development, and administration. The representative independently manages the territory and is accountable for established sales and recurring revenue targets.

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.
  • Ability to independently manage a sales territory and conduct customer-facing sales activities away from the employer’s offices.

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 and 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 PM 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 involving 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 regularly review pipeline conversion and margin performance.
  • Work with service managers and technicians to uncover customer needs and service deficiencies.
  • Coordinate proposals and contract documentation, and provide accurate sales-to-operations handoffs.
  • Support onboarding of new PM agreement customers after contract award.
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