5+ years in HVAC, plumbing, or mechanical services sales
Bachelor's degree in Business, Sales, Engineering, or related field preferred
Demonstrated success in meeting sales quotas
Knowledge of CRM tools like Salesforce
Expertise in presentation writing and client negotiations
Responsibilities
Prospect and develop new business opportunities
Manage the entire sales cycle from needs assessment to contract closure
Maintain relationships with existing clients, focusing on upselling and renewals
Collaborate with various teams to ensure solutions meet client needs
Prepare presentations and proposals showcasing value and ROI
Track and report on sales performance and forecast metrics
Keep up-to-date with industry trends in energy efficiency and sustainability
Benefits
Opportunities for professional development
Collaborative work environment with multiple departments
Engagement in environmentally sustainable practices
Travel opportunities to meet clients
Dynamic office and field mix allowing diverse work experiences
Full Job Description
Account Executive
Position Overview
As an Account Executive, you'll build and nurture client relationships to drive revenue growth through sales of HVAC, plumbing, and controls services for commercial facilities. Identify opportunities, present tailored solutions, and close deals on service contracts, retrofits, and new installations-working with decision-makers to deliver sustainable, efficient building performance.
Duties and Responsibilities
Prospect, qualify, and develop new business opportunities in commercial mechanical services.
Manage full sales cycle: needs assessment, proposal development, negotiation, and contract closure.
Maintain and expand existing accounts through upselling, renewals, and relationship management.
Collaborate with operations, preconstruction, and service teams to ensure solution delivery meets client expectations.
Prepare sales presentations, proposals, and reports to highlight value and ROI.
Track sales pipeline, forecasts, and performance metrics.
Stay current on industry trends, energy efficiency, and sustainability solutions.
Requirements/Qualifications
Experience: 5+ years in sales/business development for HVAC, plumbing, mechanical services, or related B2B field; proven track record of quota attainment.
Education: Bachelor's degree in Business, Sales, Engineering, or related field preferred.
Physical Demands: Office-based with client travel; standard mobility for meetings and presentations.
Work Environment/Safety: Professional office/field mix; adhere to safety protocols during site visits.
