Maintenance Sales Representative (MSR)

Summary of Position
The Maintenance Sales Representative (MSR) is responsible for driving growth through the sale of new HVAC maintenance agreements to commercial customers. This role is a proactive, field-based sales position focused on identifying new business opportunities, conducting site assessments, developing customized maintenance proposals, and closing service agreements. The MSR builds long-term customer relationships that generate recurring revenue and collaborates closely with internal teams to ensure a smooth transition from sale to service delivery.
Essential Functions

• Identify and pursue new commercial customers through prospecting, cold calling, networking, and referrals.
• Develop and execute a sales plan to generate new maintenance agreement opportunities.
• Monitor market conditions and competitor activity to identify growth opportunities.
• Conduct on-site evaluations of customer HVAC systems to assess service needs.
• Develop accurate, competitive maintenance proposals aligned with customer operational goals and budgets.
• Prepare and present customized maintenance agreement proposals.
• Present, negotiate, and close HVAC maintenance agreements with commercial clients.
• Address customer questions, objections, and concerns professionally and effectively.
• Achieve or exceed monthly, quarterly, and annual sales goals.
• Build and maintain strong relationships with property managers, facility directors, and business owners.
• Ensure customer expectations are clearly communicated during the transition from sales to service.
• Maintain accurate records of sales activity, customer interactions, and pipeline status in CRM systems.
• Work closely with service, operations, and dispatch teams to ensure seamless onboarding and fulfillment of contracts.
• Communicate customer requirements, system details, and contract scope accurately to internal stakeholders.

• High School Diploma required; Associate or Bachelor’s degree preferred.
• Proven experience in sales, preferably within HVAC, mechanical services, or a related industry.
• Strong understanding of sales techniques, prospecting, negotiation, and closing strategies.
• Ability to work independently, manage time effectively, and maintain a high level of organization.
• Valid driver’s license and acceptable driving record.

• Strong communication, presentation, and negotiation skills.
• Self-motivated, results-driven approach to sales.
• Ability to identify customer needs and develop effective solutions.
• Proficiency with CRM systems and Microsoft Office applications.
• Professional demeanor and strong customer-service orientation