Preventative Maintenance (PM) Sales Representative

BCI Mechanical•Overland Park, KS

1d•Onsite

About The Position

The Preventative Maintenance (PM) Sales Representative is responsible for generating new recurring service agreements with commercial, industrial, and institutional customers. This role focuses on prospecting, surveying equipment, developing customized PM proposals, and closing multi‑year service contracts that drive predictable revenue and long‑term customer retention. This is a high‑impact, field‑based sales role ideal for someone who thrives on building relationships, uncovering customer needs, and selling value‑driven service solutions.

Requirements

2+ years of B2B outside sales experience, preferably in HVAC, mechanical services, facilities management, or related trades.
Demonstrated ability to independently prospect and build a pipeline from scratch.
Strong consultative selling skills with the ability to present to both technical and executive audiences.
Comfortable conducting building walkthroughs and equipment surveys.
Proficiency with CRM systems and Microsoft Office / Google Workspace.
Valid driver’s license and ability to travel within assigned territory.

Nice To Haves

Experience selling service agreements or recurring revenue products.
Knowledge of commercial HVAC systems, components, and maintenance practices.
Familiarity with multi‑site property management or commercial real estate environments.

Responsibilities

New Business Development Prospect and develop new recurring service opportunities through cold outreach, networking, referrals, and industry events.
Identify and target building owners, property managers, facility directors, and other decisionmakers responsible for HVAC maintenance.
Build and maintain a healthy pipeline of qualified opportunities in CRM.
Customer Discovery & Site Assessments Conduct building walkthroughs, equipment surveys, and site assessments to understand system condition, maintenance history, and customer priorities.
Collaborate with service technicians when needed to validate equipment counts and system condition.
Proposal Development & Contracting Develop customized preventative maintenance proposals ranging from basic inspection plans to comprehensive parts‑and‑labor agreements.
Present solutions to both technical and executive audiences, clearly explaining scope, coverage tiers, pricing, and contract terms.
Manage the full sales cycle from first contact through contract execution and onboarding handoff to operations.
Account Growth & Retention Identify upsell opportunities within existing accounts, including additional equipment, upgraded coverage tiers, IAQ solutions, or extended contract terms.
Partner with operations and service managers to ensure sold contracts are deliverable, profitable, and aligned with customer expectations.
Sales Operations & Reporting Maintain accurate CRM records, activity logs, and opportunity stages.
Provide weekly forecasting and pipeline updates to sales leadership.
Stay current on industry trends, equipment types, and competitive offerings in the commercial HVAC market.
Achieve or exceed monthly and quarterly new PM revenue quotas.
Maintain strong close rates and consistent pipeline activity.
Represent company’s values of service excellence, integrity, and customer partnership.