Preventative Maintenance Sales Representative

Morgan Mechanical Inc. is seeking an organized, customer-focused sales/account manager to grow and manage preventative maintenance (PM) contracts for mechanical systems (HVAC, plumbing, heat pumps, boilers, controls, pumps). This role combines field/office customer engagement, technical knowledge, and contract sales to maximize recurring revenue and retention.

Key responsibilities

• Generate new PM contracts via prospecting, cold outreach, referrals, and networking.
• Manage a portfolio of existing commercial and industrial accounts; act as primary client contact.
• Conduct site surveys and needs assessments with technicians to scope PM services and prepare proposals.
• Develop and present clear, competitive maintenance proposals and service agreements.
• Negotiate contract terms, pricing, and service levels; close deals and secure signed agreements.
• Coordinate with operations/dispatch to schedule recurring visits, inspections, and seasonal maintenance.
• Ensure high customer satisfaction: follow up after service, manage escalations, and resolve issues.
• Track contract deliverables, renewal dates, and upsell opportunities; drive renewals and add-on services.
• Maintain accurate CRM records, sales pipelines, forecasts, and weekly/monthly reports.
• Meet or exceed sales, retention, and revenue targets; collaborate with estimating and project teams for larger scopes.
• Stay current on equipment, codes, safety, and industry best practices; support technical training when needed.

Qualifications

• 3+ years sales or account management experience in mechanical contracting, facilities services, or HVAC/industrial maintenance preferred.
• Technical understanding of mechanical systems (HVAC, boilers, chillers, pumps, heat pumps, RTUs, controls); ability to interpret basic drawings and specifications.
• Proven track record selling service contracts, PM programs, or recurring maintenance.
• Strong negotiation, presentation, and relationship-building skills.
• Comfortable conducting site visits and occasional hands-on assessments.
• Proficiency with CRM systems (e.g., Sales Manager, Service Trade), MS Office; ability to produce professional proposals.
• Valid driver’s license; willingness to travel regionally and work in customer facilities.
• Preferred: equipment sales, trade background, mechanical license/certification, or technical degree.

Performance metrics (KPIs)

• New PM contracts signed (monthly/quarterly)
• Recurring revenue growth / contract value ($)
• Contract renewal rate (%)
• Customer satisfaction / NPS
• Pipeline conversion rate and sales cycle length
• Add-on services revenue, repairs and service projects
• CRM data completeness and timely reporting

Skills & attributes

• Consultative sales approach; customer-first mindset
• Strong communication and presentation skills
• Technical aptitude and problem-solving
• Time management and organizational discipline
• Team player; collaborates with technicians and operations

Compensation & Benefits

• Base salary + commission or bonus on new contracts and renewals
• Company vehicle or vehicle allowance, phone, laptop
• Health, dental, retirement plan, paid time off, training and certification support