Preventative Maintenance Account Executive

Upchurch
Fort Myers, FL
On-siteCareer-pivot friendly

Who this role is best for

A natural match if you have experience in B2B sales within the mechanical services or HVAC/R industries and can manage a territory independently.

Best fit for

  • Candidates with B2B sales experience in mechanical systems and a consultative approach to client needs
    — “2+ years of B2B sales experience, ideally in mechanical services, facilities management, or HVAC/R industries”
  • Individuals who can independently manage a territory and prioritize relationship development
    — “Self-starter with the ability to work independently and manage a defined territory”

Things to consider

  • The role requires a commitment to meeting or exceeding monthly and annual sales quotas
    — “Meet or exceed monthly and annual sales quotas for maintenance agreements”

How to stand out

  • Highlight experience with customized proposals and facility assessments in your resume and interview responses
    — “Prepare customized maintenance proposals based on site findings, equipment inventory, and customer goals”
  • Demonstrate your ability to cultivate long-term client relationships and upsell additional services
    — “Develop strong, long-term relationships with facilities managers, property owners, and key decision-makers”
  • Emphasize your background in mechanical systems and maintenance strategies during the interview
    — “Strong understanding of mechanical systems and maintenance strategies”
  • Showcase your proficiency with CRM systems and sales tracking tools in your application materials
    — “Proficiency in Microsoft Office Suite, CRM systems, and sales tracking tools”
Pace · Fast PacedCollaboration · MediumAutonomy · MediumDecision Impact · Team

Derived from job-description analysis by Serendipath's career intelligence engine.

What success looks like

  • successful sales of preventative maintenance agreements
  • high client satisfaction
Typical background
salesfacilities management

Skills & requirements

Required

SalesFacility AssessmentsProposal DevelopmentClient Relationship Management

Preferred

Hvac/r Industry KnowledgeEnergy Efficiency

About the role

Original posting from Upchurch via Ashby

COMPANY OVERVIEW

Upchurch is a rapidly growing, full-service building engineering company providing mechanical, plumbing, HVAC, and electrical services across the southeastern United States. Founded in 1970 and headquartered in Horn Lake, MS, Upchurch has grown through both organic expansion and strategic acquisitions, establishing a strong reputation for quality, reliability, and service excellence. We offer end-to-end solutions—from design and installation to ongoing maintenance and emergency support—helping clients maximize building performance, energy efficiency, and equipment lifespan.

POSITION SUMMARY

The Preventative Maintenance Account Executive is responsible for selling service maintenance agreements that ensure the long-term reliability, efficiency, and performance of clients' mechanical systems. This role focuses exclusively on cultivating new service agreement opportunities and growing recurring revenue through strategic prospecting, client relationship development, and consultative selling.

KEY RESPONSIBILITIES

  • Identify, pursue, and close new preventative maintenance agreement opportunities with commercial and industrial clients.
  • Conduct facility assessments to understand system conditions, operating schedules, and client needs.
  • Prepare customized maintenance proposals based on site findings, equipment inventory, and customer goals.
  • Develop strong, long-term relationships with facilities managers, property owners, and key decision-makers.
  • Maintain and grow a robust sales pipeline through proactive outreach, networking, and follow-up.
  • Collaborate with service management and dispatch teams to ensure accurate delivery and execution of service contracts.
  • Track and renew expiring contracts while upselling expanded coverage or additional services where appropriate.
  • Meet or exceed monthly and annual sales quotas for maintenance agreements.
  • Keep detailed records of all sales activities and proposals within CRM or other tracking tools.
  • Stay informed on industry trends and evolving customer expectations in HVAC/R service and energy efficiency.

QUALIFICATIONS

  • 2+ years of B2B sales experience, ideally in mechanical services, facilities management, or HVAC/R industries
  • Strong understanding of mechanical systems and maintenance strategies
  • Exceptional interpersonal, communication, and presentation skills
  • Detail-oriented with strong organizational and follow-through capabilities
  • Self-starter with the ability to work independently and manage a defined territory
  • Proficiency in Microsoft Office Suite, CRM systems, and sales tracking tools

Benefits:

  • Competitive pay based on experience.
  • Health, dental, and vision insurance.
  • Paid time off and holiday pay.
  • Opportunities for professional development and certification assistance.

Equal Employment Opportunity:

Upchurch Companies provides equal employment opportunities to all employees and applicants. We prohibit discrimination and harassment of any type based on race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state, or local laws.

Source: Upchurch careers (Ashby)

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