Project Sales Executive

General Job Description

The Project Sales Executive is responsible for identifying, developing, and closing new construction project opportunities for HVAC Building Automation System (BAS) and Direct Digital Controls (DDC) solutions across assigned markets. This individual contributor role operates at the intersection of technical expertise and client relationship management—working within the commercial construction community to position the company as the preferred BAS/DDC subcontractor. The Project Sales Executive reports to the Branch Manager / Sales Manager and plays a critical role in driving revenue growth, market penetration, and long-term client retention.

Sub-Region Geographic Scope

Assigned branch location(s) within the company footprint (California, Nevada, Idaho, Oregon, Washington, Colorado). Specific territory assigned by Sales Manager.

Essential Duties & Responsibilities

The following accountabilities are accomplished through collaboration with Sales Managers, Project Executives, Project Managers, and Operations leaders.

Business Development & Market Growth

Proactively identify and pursue new BAS/DDC project opportunities in the commercial construction market.
Develop and maintain an active pipeline of qualified opportunities, targeting General Contractors (GCs), Mechanical Contractors, Consulting Engineers, and building owners.
Grow project revenue within the assigned territory by expanding into new accounts and deepening relationships with existing clients.

Estimating & Proposal Development

Prepare accurate, competitive project estimates and proposals for BAS/DDC scopes of work ranging from small tenant improvement projects to large, complex new construction and renovation projects.
Review construction documents, specifications, and sequences of operation to ensure scope accuracy and appropriate risk identification.

Client Relationship Management

Build and maintain strong, trust-based relationships with General Contractors, Mechanical Contractors, Consulting/Specifying Engineers, Facilities Managers, and Building Owners.
Serve as the primary client-facing representative for assigned accounts, ensuring customer satisfaction from bid through project closeout.
Act as the customer's advocate within the organization to ensure they receive maximum value.

Specifications & Engineer Engagement

Engage with Consulting Engineers and Specifying Engineers early in the project lifecycle to influence specifications in favor of preferred platforms (ALC/Automated Logic, Distech, and related controls technologies).
Review and interpret mechanical and control specifications to validate compliance and competitive positioning.

Contract Review & Risk Management

Review subcontract agreements in coordination with Sales Management to identify and mitigate scope, schedule, and commercial risk.
Ensure proposed scope, markup, and terms align with company standards and protect the business unit.

Sales Pipeline & CRM Management

Maintain an accurate and up-to-date sales pipeline.
Log opportunities, contacts, activities, and next steps in company CRM tools (Salesforce or equivalent).
Provide regular forecasting input to Sales Management to support financial planning.

Market Intelligence

Monitor competitor activity, project bid results, pricing trends, and market developments across the assigned territory.
Report relevant intelligence to Sales Management to inform strategy and positioning.
Remain current on ALC, Distech, Siemens, JCI, Schneider/EcoStruxure, Honeywell, and other BAS platform developments.

Collaboration with Operations

Coordinate closely with Project Managers, Project Executives, and Field Operations to ensure smooth handoffs from sales to project execution.
Participate in project kickoff meetings and remain engaged through construction to support change order identification and client satisfaction.

Service Agreement Development

Identify and promote Facility Service agreement opportunities in connection with new construction project wins.
Collaborate with the Facility Service sales team to expand renewable service revenue and foster long-term customer retention.

Industry Networking & Representation

Represent the company at industry events, trade associations (AGC, ASHRAE, BOMA, SMACNA, etc.), and client functions to build brand awareness and develop new project leads within the assigned market.

Other

Additional duties and responsibilities as assigned by the Sales Manager or VP, Sales.

Position Requirements

Minimum 3–7 years of proven BAS/DDC or HVAC Controls project sales experience with a controls contractor, systems integrator, or OEM manufacturer.
Demonstrated ability to read and interpret mechanical and control construction drawings, specifications, sequences of operation, and points lists.
Experience estimating BAS/DDC projects, including material takeoffs, labor loading, subcontractor coordination, and proposal writing.
Familiarity with commercial construction delivery methods: Design-Bid-Build, Design-Assist, Design-Build, and GMP projects.
Working knowledge of BAS communication protocols (BACnet, Modbus, LonWorks) and industry platforms (Automated Logic WebCTRL, Distech Controls, Siemens Desigo, JCI Metasys, Honeywell, Schneider EcoStruxure, or similar).
Existing relationships within the General Contractor, Mechanical Contractor, and Consulting Engineer community in the assigned market are strongly preferred.
Proficient in Microsoft Office Suite (Word, Excel, PowerPoint) and CRM tools (Salesforce preferred).
Proficient in Bluebeam Revu or similar document management/takeoff tools.
Strong oral and written communication skills, including professional proposal writing and presentation delivery.
Self-motivated, organized, and capable of managing multiple concurrent opportunities with minimal day-to-day supervision.
Bachelor's degree in Mechanical Engineering, Electrical Engineering, Construction Management, Business, or a related field preferred; equivalent industry experience accepted in lieu of degree.
Valid driver's license required.

Core Competencies

Proactivity / Initiative – Recognizes what needs to be done and accomplishes it with minimal supervision.
Perseverance – Demonstrates resilience and persistence in achieving goals.
Insight – Gathers and interprets information that leads to new possibilities.
Engagement – Communicates persuasively using both logic and emotional intelligence.
Teamwork – Collaborates effectively and supports shared goals.
Big Picture Thinking – Understands and contributes to short- and long-term business strategy.
Motivation / Dedication – Commits to excellence and accountability.
Technical Curiosity / Willingness to Learn – Seeks new knowledge, experiences, and feedback.
Problem Solving – Identifies, analyzes, and resolves challenges effectively.

Physical Requirements

Regularly lift and/or move up to 10 pounds; occasionally up to 20 pounds.
Close and distance vision required.
Ability to hear and communicate effectively by telephone and in person.
Regularly required to sit, stand, walk, use hands, reach, talk, and hear.
Regular attendance required.

Travel

0–25% travel, including visits to regional offices and corporate headquarters.
Occasional overnight travel based on business needs.

Compensation

$72,000 – $108,000 annually

Actual compensation is determined by factors including job-related skills, experience, certifications, education, training, and geographic location. Compensation may also include additional benefits and incentive opportunities as part of the overall rewards package.

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