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.

Making sure you fit the guidelines as an applicant for this role is essential, please read the below carefully.

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. xhyhwjd
• 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