Project Sales Representative
Core
Drives service-project revenue by developing scopes/quotes for repairs, replacements, retrofits, and small design-build upgrades for mechanical, plumbing, HVAC, and electrical services.
Role type
Project Sales Representative (Service/Construction)
Builds
Scopes, quotes, and proposals for equipment change-outs, pipe/fabrication, controls, energy upgrades, and code/safety corrections
Domain
Building engineering (Mechanical, Plumbing, HVAC, Electrical)
Required skills
HVAC/plumbing/electrical service sales, project management, scope development, pricing strategy, customer relationship management, site assessment, proposal creation, margin management, CRM discipline, regional travel
Preferred skills
Selling to owner-direct customers, converting service findings/PMs into projects
Technologies
CRM
Responsibilities
Build and manage a territory of facility managers, property managers, and owner-direct accounts; Conduct site assessments; Create proposals with labor, materials, rentals, and subcontractor quotes; Present options and close work; Coordinate pre-job submittals, permits, and material releases; Track backlog, hit rate, bookings, and forecast weekly; Ensure clean handoff to field PM/Foreman