Service Project Account Executive

Upchurch•Fort Myers, FL

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.