Service Project Sales Representative - HVAC

Upchurch Overview:

Upchurch is a rapidly growing full-service building engineering company providing mechanical, plumbing, HVAC, and electrical services across the southeastern United States. Founded in 1970 and headquartered in Horn Lake, MS, Upchurch has expanded through both organic growth and strategic acquisitions, establishing a strong reputation for quality and reliability. We prioritize safety, excellence, and employee growth, offering end-to-end solutions from design and installation to ongoing maintenance and support. Our commitment to seamless service and long-term client relationships drives our success as a trusted leader in building performance and efficiency.

Position Purpose

The Service Project Sales Representative is responsible for achieving annual booking targets within an assigned territory by closing sales at approved pricing, expanding key accounts, and identifying opportunities to grow market presence. This role involves surveying mechanical systems, developing project solutions, and managing the full sales cycle to support customer needs and company goals.

Key Responsibilities

Sales & Business Development

• Achieve annual booking goals through proactive sales efforts.
• Qualify leads, deliver effective sales presentations, and overcome objections to close deals.
• Identify and pursue new business opportunities in assigned markets.
• Expand existing customer relationships by offering tailored solutions and value-added services.
• Maintain a robust pipeline and ensure timely follow-up on leads and referrals.

Client Consultation & Project Assessment

• Conduct site surveys to evaluate mechanical systems and identify client needs.
• Recommend replacement, retrofit, or modification solutions and interpret drawings and job conditions.
• Provide detailed estimates and apply company pricing standards to project proposals.

Strategic Account Management

• Build long-term relationships with customers by addressing concerns promptly and delivering cost-effective solutions.
• Understand client decision-making processes and timelines to strategically position proposals.

Team & Vendor Collaboration

• Partner with operations and purchasing teams to select vendors, ensure timely procurement, and support seamless project execution.
• Represent the company effectively to vendors and external stakeholders.

Reporting & Documentation

• Prepare accurate and timely reports, proposals, and documentation, including booking packages and supportive information related to delays, changes, or special conditions.

Qualifications

Required Knowledge & Experience

• 5 years of experience in HVAC sales, retrofits, or related project management.
• Working knowledge of HVAC and mechanical systems.
• Proficient in Microsoft Office and CRM tools.

Skills & Abilities

• Strong organizational and communication skills.
• Ability to work independently and manage time effectively.
• Comfortable climbing ladders and lifting up to 50 lbs.
• Valid driver’s license with an insurable driving record.

Physical Requirements

• Fine motor skills for typing and handling small tools/materials.
• Clear verbal communication and active listening.
• Ability to climb ladders and work in rooftop environments with exposure to seasonal temperatures.

Why Join Upchurch?

• High-impact leadership role with the opportunity to shape the future of Upchurch’s building services division.
• Competitive compensation package with base salary, commission, and performance-based incentives.
• Be part of a rapidly growing company with a strong reputation for quality and customer satisfaction.
• Work alongside industry experts and contribute to innovative building performance solutions.

Equal Employment Opportunity:

Upchurch 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.