Project Sales Representative

Company Overview

Position Summary

Key Responsibilities

• Build and manage a territory of facility managers, property managers, and owner-direct accounts.
• Conduct site assessments; develop scopes for equipment change-outs, pipe/fabrication, controls, energy upgrades, and code/safety corrections.
• Create proposals with labor, materials, rentals, and subcontractor quotes; manage margin/GM targets.
• Present options (good/better/best) and close work; secure POs and schedule with Dispatch/Operations.
• Coordinate pre-job submittals, permits, and material releases; attend kickoff meetings.
• Track backlog, hit rate, bookings, and forecast weekly, update CRM promptly.
• Ensure a clean handoff to field PM/Foreman and stay engaged through punch/closeout for references.

Qualifications

• 3+ years in HVAC/plumbing/electrical service sales or project management.
• Ability to build scopes and price work accurately with estimating support.
• Knowledge of mechanical/electrical systems, code basics, safety, and site logistics.
• Strong customer communication and time management; CRM discipline.
• Valid driver’s license; regional travel.
• Experience selling to owner-direct customers and converting service findings/PMs into projects (Preferred).

Benefits:

• Competitive pay based on experience.
• Health, dental, and vision insurance.
• Paid time off and holiday pay.
• Opportunities for professional development and certification assistance.
• Equal Employment Opportunity:
• Upchurch Companies provides equal employment opportunities to all employees and applicants. We prohibit discrimination and harassment of any type based on race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state, or local laws.

Preferred Qualifications

• Experience selling to owner-direct customers and converting service findings/PMs into projects (Preferred).