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.
