Service Project Account Executive
Core
Identify, estimate, propose, and close service-based project opportunities (equipment replacements, system upgrades, code compliance) for commercial and industrial clients.
Role type
Service Project Sales Representative
Builds
Service project proposals and estimates for mechanical, plumbing, HVAC, and electrical systems
Domain
Building engineering / Mechanical systems / HVAC/R
Deliverable
product features
Required skills
Commercial HVAC/R sales, mechanical system knowledge, reading mechanical drawings, estimating, CRM proficiency
Preferred skills
Mechanical construction service industry experience, technical knowledge of retrofit solutions
Technologies
Microsoft Office Suite, CRM systems, estimating tools
Responsibilities
Develop client relationships to uncover service opportunities, collaborate with field teams to identify system deficiencies, prepare scopes of work and proposals, conduct job walks and pre-bid meetings, coordinate project handoffs, maintain sales records and pipeline
Seniority
Mid-level sales professional