Project Sales Rep

Job Description

Job Description

Description:

The Project Sales Representative serves as the organization’s front-line solution provider for commercial mechanical renovation, design-build projects, and new equipment sales. This role is responsible for identifying project opportunities, developing technical and financial proposals, and delivering value-driven solutions to commercial clients. The Project Sales Representative builds strong customer relationships, finds new customers, collaborates with internal teams, and manages the sales process from opportunity identification through contract award 

Essential FunctionsBusiness Development & Opportunity Identification

• Identify and pursue new commercial opportunities for mechanical renovation, design-build, and equipment replacement projects.
• Prospect new business through networking, referrals, and relationship development.
• Monitor market conditions and competitor activity to identify emerging opportunities.

Site Evaluation & Solution Development

• Conduct site visits to assess customer needs, existing systems, and project requirements.
• Develop conceptual project scopes, technical approaches, and solution strategies.
• Collaborate with engineering, estimating, and operations teams to develop viable project solutions.

Proposal Preparation & Presentation

• Prepare project designs, cost estimates, and formal proposals with support from internal resources.
• Present proposals and recommendations clearly and professionally to customers.
• Address customer questions, objections, and scope clarifications during the proposal process.

Sales Execution & Relationship Management

• Negotiate pricing, terms, and contract details in alignment with company objectives.
• Close projects and secure executed agreements.
• Build and maintain long-term relationships with property managers, facility directors, and business owners.

Internal Coordination & Reporting

• Collaborate with internal departments to ensure smooth handoff from sales to project execution.
• Maintain accurate records of sales activity, pipeline status, and forecasts within the CRM system.
• Provide sales updates, forecasts, and performance reports to management as required.

Requirements:

• Minimum of three years of experience in commercial HVAC, mechanical sales, or construction/ HVAC project management.
• Demonstrated success selling mechanical renovation, design-build, or equipment replacement projects.
• Strong understanding of mechanical systems and HVAC equipment.
• Valid driver’s license and acceptable driving record.