Service Project Account Executive

Upchurch • Arlington, TX

80d

About The Position

The Service Project Sales Representative is responsible for identifying, estimating, proposing, and closing service-based project opportunities within existing and new client accounts. This role focuses exclusively on service projects, including equipment replacements, system upgrades, code compliance modifications, and other revenue-generating service work outside of standard maintenance contracts.

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

Responsibilities

• 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.

Benefits

• Competitive salary based on experience.
• Health, dental, and vision insurance.
• Paid time off and holiday pay.
• Opportunities for professional development and certification assistance.

What This Job Offers

• Career Level: Mid Level