Technical Sales Representative

Position Overview:

The Technical Sales Representative is a trade-experienced sales professional responsible for estimating, pricing, and selling commercial work within their assigned trade. TSRs are accountable for meeting individual bid volume and margin goals while working collaboratively with Business Development and Account Management to convert opportunities into profitable projects.

Essential Job Functions

• Meet individual monthly bid volume and margin performance targets.
• Prepare accurate and competitive estimates in ServiceTitan (ST) based on technical leads, BDR opportunities, and Account Manager referrals.
• Conduct job site visits to assess scope, conditions, and technical requirements.
• Participate in joint site visits with Business Development Representatives and Account Managers as needed.
• Collaborate with BDRs and Account Managers on new and existing sales opportunities.
• Maintain clear and timely communication regarding pricing, scope changes, and opportunity status.
• Support the Assistant Sales Manager in maintaining estimate quality, consistency, and profitability.
• Ensure timely turnaround of estimates to support sales cycle expectations.
• Perform other duties as assigned to support the Commercial Sales organization, operational needs, and business objectives.

Required Skills and Experience

• Minimum 5–8 years of hands-on experience in the applicable trade (HVAC, Plumbing, Electrical, Sheet Metal, or related field).
• Strong technical knowledge enabling accurate job scoping, pricing, and estimating.
• Prior experience in estimating, sales, or project pricing within a commercial environment.
• Ability to read and interpret plans, specifications, and job site conditions.
• Proven ability to meet individual bid volume and margin goals.
• Experience collaborating with business development and account management teams.
• Proficiency with estimating and CRM tools (ServiceTitan preferred).
• Strong communication and customer-facing skills.
• Ability to manage multiple estimates and deadlines simultaneously.
• Willingness to conduct and participate in job site visits as required.

Working Conditions

Environment

• Primarily based in an office environment with frequent travel to customer locations and active job sites.
• Regular interaction with multiple internal teams and external customers; office work may involve periodic interruptions.
• Noise level in the work environment is typically moderate.
• Regular travel to field sites, customer facilities, and job locations is required.
• Work may involve visiting active job sites and mechanical spaces, including but not limited to rooftops, crawl spaces, ladders, confined spaces, and uneven or elevated terrain.
• Exposure to varying environmental conditions, including heat, cold, rain, snow, and other weather elements.
• Must be able to safely navigate job site conditions while complying with all Company safety policies and procedures.
• Work hours may periodically include early mornings, evenings, weekends, and holidays based on business and customer needs.
• Remote work may be permitted with prior management approval, based on business requirements and role responsibilities.

Physical Abilities

• The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions
• While performing the duties of this job, the employee is regularly required to use a computer for extended periods of time, including long periods of sitting, keyboard entry, use of office equipment, use of computer monitor
• Ability to speak concisely and effectively communicate
• Be able to communicate using a computer and phone/smart device
• Specific vision abilities required by this job include close vision, distance vision, and the ability to adjust
• May require physical effort and cardiac endurance while reaching with hands and arms, stooping, kneeling, crouching, standing, walking, balancing, bending, leaning, kneeling, walking, and climbing
• Carrying supplies, up to 25 lbs.