Senior Staff Accountant / Bookkeeper
Platform Accounting Group
now
QBQuickBooks AIdaily
MCMicrosoft 365 Copilotdaily
CLClaudeweekly
Bethesda, Maryland, USfinance
Projected AI Stack
Based on our analysis of Sales Representatives positions
CLClaudeDraft personalized outreach emails, follow-up sequences, and product recommendation scriptsdaily
MCMicrosoft 365 CopilotSummarize customer interactions, update CRM entries, and generate quote documentsdaily
PXPerplexityResearch prospect needs, competitor product offerings, and local market conditionsdaily
GPChatGPTGenerate objection-handling scripts and product knowledge training materialsweekly
Projected Workflow
How AI is expected to reshape this role
AI-assisted
Outreach email and follow-up sequence draftingClaude
Customer interaction logging and quote generationMicrosoft 365 Copilot
Prospect and competitor researchPerplexity
Human-led
In-person and phone customer consultations
Product selection guidance and design specification matching
Lead pursuit, door-to-door canvassing, and referral follow-up
Order placement, delivery scheduling, and installation coordination
This AI stack and workflow map are projected by UpgradedJobs based on occupational analysis, not stated by the employer. They reflect how AI tools are transforming Sales Representatives roles today.
About the role
An industry leader in commercial and industrial HVAC and building services is seeking a Senior Service Sales Representative to drive growth across its commercial and industrial service contract portfolio in the Washington, DC metro area. This role is responsible for selling preventive maintenance agreements and service contracts for commercial and industrial boilers.
This is a consultative, relationship-driven sales position focused on long-term customer value and recurring revenue.
Key Responsibilities
- Own and grow a defined territory focused on commercial and industrial boiler service contracts.
- Drive revenue through new business development and expansion of existing service accounts.
- Sell preventive maintenance agreements, planned service programs, and repairs.
- Leverage installed base data, vertical market insights, and prospecting tools to generate new opportunities.
- Meet regularly with building owners, facility managers, and executive stakeholders to assess needs and present solutions.
- Develop pricing, proposals, and service agreements in coordination with service leadership and technical teams.
- Maintain accurate forecasts, pipeline reporting, and territory business plans.
- Utilize ROI analyses, energy rebates, and lifecycle cost tools to support value-based selling.
Qualifications
- 5+ years of commercial or industrial HVAC service sales experience
- Proven success closing long-term service contracts and renewals
- Financial and business acumen with strong negotiation skills
- Excellent communication skills; comfortable engaging senior and C-suite stakeholders
- Valid Driver’s License and ability to travel throughout the territory
Compensation & Benefits
- Base salary up to $130,000, based on experience and qualifications
- Aggressive sales incentive/commission plan
- Company vehicle (non-decaled) with expenses paid
- Comprehensive medical, dental, and vision insurance
- 401(k) with employer match
- Paid time off, holidays, parental leave, and tuition reimbursement
- Laptop and mobile phone or allowance
Salary & compensation
$130K–130K / year
USD · Full-time
Interested in this role?
Apply on SBF Search, LLC website →Listed on UpgradedJobs · Originally posted on Indeed
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