Job OverviewThe Sales / Project Manager serves as both a project execution leader and a customer-facing sales professional. The primary role of this position is to facilitate projects from initial opportunity through completion-ensuring work is delivered on time, within budget, and in alignment with project requirements and customer expectations.
This role represents Rasmussen Mechanical Services as a trusted partner by combining strong project management discipline, technical understanding, and consultative sales skills. The Sales / Project Manager collaborates closely with field teams, internal departments, and customers to deliver high-quality results while supporting RMS growth objectives.
Scope- Represent Rasmussen Mechanical Services as the preferred mechanical service provider for customers, employees, and business partners.
- Develop and maintain job cost accounting to support timely reviews of project effectiveness and profitability.
- Ensure compliance with local, state, and federal legal requirements and maintain the highest level of business ethics.
- Perform sales activities, including travel with occasional overnight stays.
- Prepare estimates for equipment, materials, projects, and services and develop proposals for customer presentation.
- Lead by example through compliance with RMS safety policies and ensure safety measures are included in project planning and proposals.
- Challenge existing processes and contribute ideas for continuous improvement.
- Coordinate and manage field crews to maximize productivity and minimize downtime on assigned projects.
ResponsibilitiesProject Management & Execution- Review and fully understand all aspects of assigned projects, including scope, estimates, manpower, materials, payment terms, and completion schedules.
- Visit project sites and determine the most efficient and cost-effective execution approach within contract requirements.
- Determine manpower and material requirements based on project complexity, technician capabilities, and committed timelines.
- Schedule labor and materials to achieve orderly, efficient, and cost-effective project completion.
- Assist with work layout, material planning, and requisition requests.
- Ensure projects comply with quality, cost, safety, timeliness, and performance standards.
- Conform project execution to applicable codes, regulations, and safety standards.
Customer Communication & Relationship Management- Maintain regular communication with customers throughout the project lifecycle.
- Resolve customer concerns and complaints in a timely, efficient, and cost-effective manner.
- Conduct post-project follow-ups to confirm satisfaction and completion of all sales agreements.
- Build long-term customer relationships by identifying cost-effective and value-driven solutions.
Sales & Business Development- Develop proposals, often involving return-on-investment calculations, based on site reviews, drawings, specifications, and customer needs.
- Identify and pursue opportunities for planned service agreements and additional RMS offerings.
- Sell within a team environment across RMS locations and divisions, coordinating with internal staff.
- Participate in team-selling initiatives and cross-division opportunities.
- Support marketing efforts at trade shows, lunch-and-learns, and seminars.
Financial & Documentation Oversight- Maintain organized project document control (Job File), including:
- Purchase requisitions and purchase orders
- Subcontractor coordination
- Change order documentation
- Progress billings and payment requests
- Invoice review and approval
- Shop drawings and submittals
- Schedule of values and job cost accounting
- Project close-out documentation
- Maintain accurate manpower forecasts to assist department managers with workload planning.
- Ensure RMS financial standards are met, including profitability, productivity, payment schedules, and accurate invoicing.
Reporting & Systems- Maintain accurate and timely sales and project activity in CRM, Outlook, quote logs, and project management systems.
- Record sales leads, contacts, referrals, follow-ups, future opportunities, and key customer information.
- Communicate sales and project execution updates to department managers, operations, and administrative teams.
Professional Development & Collaboration- Maintain strong working relationships with operations and field personnel.
- Follow up on leads from technicians, service coordinators, managers, and other RMS employees.
- Maintain and improve sales skills, systems awareness, and industry knowledge through training and self-development.
- Perform other duties as assigned by RMS Management Team.
Education / Qualifications- Bachelor's degree in a technical field or equivalent professional experience required.
- Professional and industry-specific certifications and licenses preferred.
Experience- Minimum of five (5) years of progressive experience in mechanical systems, construction, or related technical services.
Skills- Excellent oral and written communication skills.
- Highly organized, self-motivated, and results-driven.
- Strong customer-service orientation with consultative selling capability.
- Ability to communicate and sell both services and equipment solutions.
- Strong project management skills with attention to detail and follow-through.
- Computer literate with working knowledge of office and project management systems.
- Strong interpersonal skills to work effectively with customers, vendors, subcontractors, and internal teams.
- Commitment to continuous improvement and adoption of new methods and technology.
Physical & Mental Requirements- Ability to lift 25-30 lbs. occasionally.
- Ability to sit for extended periods and operate business equipment.
- Ability to read, write, spell, calculate, and communicate clearly in English.
- Strong prioritization, multitasking, and stress-management skills.
- Valid driver's license required.
- Must pass pre-employment drug screening.
