Exciting Commercial HVAC Sales & Project Manager Position — Build a Bay‑Area Pipeline, Own Projects End‑to‑End — Work with a Supportive Team

Company Overview

Bay Area Mechanical, LLC is a union‑trained industrial & commercial HVAC contractor serving the San Francisco Bay Area for 20+ years. We focus on preventative maintenance contracts and service/repair for commercial and industrial facilities (boilers, chillers, rooftop units, refrigeration, controls), plus small-to-medium projects and changeouts (up to multi‑unit and chiller/boiler replacements). Founded in 2015, we’re a growth‑focused, people‑first team—laid back but professional—working with general contractors, facility managers and repeat commercial clients.

Why Join Us

Lead sales and project work with high recurring revenue: preventative maintenance is ~60–70% of our business; projects make up ~30%.
Real ownership: you’ll build pipeline, manage bids, and run projects end‑to‑end with owner support.
Compensation: OTE $110,000–160,000 (all‑in, includes base + variable).
- Base salary: $60,000–95,000 (depending on experience).
- Variable: commissions/bonuses to make up remaining OTE.
- Requirement: HVAC technical experience plus sales experience, OR direct HVAC commercial sales experience.
Benefits: PTO per CA accrual rules, 6 paid holidays (12 observed), 401(k) with match, health insurance stipend, vehicle stipend ($200/month) or fleet card access, flexible 8–5 schedule, occasional on‑call rotation.
Collaborative small team: direct access to owner, ops manager, experienced field techs and remote support staff.

What You’ll Do (Responsibilities)

Sales & Business Development

Build and maintain a commercial pipeline: prospecting, cold calling, networking (BNI, trade groups), trade shows, and pursuing GC/spec opportunities.
Sell preventative maintenance contracts, service agreements, equipment replacements and small/medium projects. Present ROI and maintenance value to facility managers and controllers.
Qualify leads, prepare estimates, solicit vendor pricing, and submit bids. Use existing marketing leads and expand outreach.
Track and grow recurring maintenance hours and conversion rates.

Project Management & Field Leadership

Manage project lifecycle: pre‑con meetings, material/spec gathering, change orders, milestone invoicing and collections, final closeout.
Act as client point‑of‑contact during projects; coordinate with Ops Manager for handoffs and daily execution.
Oversee smaller projects in the field (up to 5‑unit changeouts, chiller/boiler replacements).
Ensure accurate project documentation, parts/material delivery, and timely communication with clients and field crew.

Operations & Reporting

Use or adopt CRM/job management tools (we plan to scale integrations with ServiceTrade).
Maintain accurate pipeline, bid logs, and opportunity close metrics.
Provide weekly status updates to owner and ops manager.
Support continuous improvement of sales/process workflows.

Day‑in‑the‑Life (Typical Week)

1–2 days/week: job walks, client meetings, pre‑con meetings, on‑site troubleshooting and inspections.
2–3 days/week: estimating, vendor pricing, bid prep, CRM updates, outreach and prospecting.
Remaining time: networking, trade shows, follow‑up with GCs/facility contacts, coordinating materials and change orders, and project check‑ins.

Must‑have Requirements

Minimum of 3+ years commercial HVAC experience (sales or technical). Candidates with B2B sales experience and HVAC technical knowledge considered. Residential HVAC sales experience accepted when paired with technical aptitude.
Comfortable cold calling, prospecting, and building a sales pipeline from scratch.
Strong project management skills: estimating, change orders, invoicing milestones, client communication.
Able to perform hands‑on field verification and basic troubleshooting Day 1.
Clean professional appearance, valid CA driver’s license, reliable transportation (vehicle stipend/fleet card provided).
Excellent verbal communication and networking skills; organized and self‑directed.

Preferred

HVAC technician/contractor license or refrigeration endorsement.
Experience with chillers, boilers, rooftop units, controls and maintenance program selling.
Familiarity with ServiceTrade or similar job management/CRM platforms.
Track record selling maintenance contracts, equipment replacements, or commercial projects.

Culture Fit & Soft Skills

Outgoing, relationship‑driven, comfortable around clients and crews.
Adaptable, pragmatic problem solver who can work without rigid processes and help build them as needed.
Team player who wants to grow a regional business.

Bay Area Mechanical is growing and seeking a dedicated new sales and project manager lead. If you’re a driven, personable HVAC sales/project pro who likes building relationships and running projects end‑to‑end, we want to talk with you. Apply today! Bay Area Mechanical is an equal opportunity employer.

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