Preventative Maintenance Sales

Preventative Maintenance Sales at Upchurch summary:

The Preventative Maintenance Sales role involves selling recurring preventive maintenance programs for commercial and industrial clients to improve equipment reliability and energy efficiency. Responsibilities include prospecting customers, conducting site surveys, developing customized maintenance plans, negotiating contracts, and coordinating with service teams for successful onboarding. The position requires B2B sales experience in HVAC or facility services, technical knowledge of commercial HVAC systems, strong sales skills, and CRM proficiency.

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.

Summary

Grows recurring service agreement revenue by selling preventive maintenance programs for commercial/industrial clients—creating multi-year plans that improve reliability, reduce energy use, and feed the service/project pipeline.

What You’ll Do

• Prospect and build a portfolio of commercial/industrial customers (schools, healthcare, manufacturing, office, retail).

• Conduct site surveys with a technician when needed; inventory equipment; assess condition and risk.

• Develop customized PM programs (scope, visits, filters/chemicals, coil cleaning, IAQ tasks), with options for predictive/condition-based add-ons.

• Price agreements using labor standards and parts factors; present good/better/best terms; negotiate and close.

• Coordinate onboarding with Service leadership; ensure clean handoff to Dispatch/Account Manager.

• Maintain a disciplined pipeline in CRM; report activity, quotes, hit rate, bookings, and renewals.

• Partner with Ops to convert findings into repairs, quoted projects, and upgrades (retrofit, controls, energy).

• Renew and expand existing contracts; protect margin and customer satisfaction.

Qualifications

• 2–4+ years B2B sales in HVAC service or related facility services.

• Understanding of commercial HVAC equipment/PM tasks; ability to translate technical value into business outcomes.

• Strong prospecting, presentation, and negotiation skills; CRM fluency.

• Valid driver’s license; local/regional travel.

• Experience selling multi-site agreements and working with facility directors/procurement (Preferred).

Benefits:

• Competitive salary 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.

Keywords:

Preventive maintenance sales, HVAC service sales, B2B sales, Facility maintenance, Commercial HVAC, Service agreement sales, Energy efficiency, Customer prospecting, Contract negotiation, CRM sales pipeline