Sales / Preconstruction (Mechanical Contractor)

Summary
A well-established mechanical contracting firm based in San Diego, specializing in commercial HVAC, plumbing, piping, and building systems, is seeking an experienced Sales / Preconstruction professional . The ideal candidate combines deep technical knowledge of mechanical construction with a strong background in business development, proposal management, value engineering, and closing complex commercial projects. This role is client-facing and strategic, requiring close coordination with estimating, operations, and project teams to turn opportunities into profitable work while maintaining quality, client trust, and company reputation.

Duties & Responsibilities

• Lead business development initiatives by identifying, qualifying, and pursuing new commercial clients (GCs, design-build teams, owners, facility managers) while strengthening existing relationships through proactive engagement and consistent follow-up.

• Oversee the full preconstruction and sales process for assigned pursuits, including document review, takeoffs, scope development, subcontractor/vendor pricing, and conceptual to detailed estimating.

• Prepare compelling proposals and technical presentations that clearly define scope, highlight value engineering options, and communicate schedule and risk considerations; present to clients and negotiate terms as required.

• Collaborate with estimating, engineering, project management, and field teams to ensure constructability, accurate pricing, and a seamless handoff from bid to execution. Provide market feedback and input on competitive strategy.

• Maintain responsibility for proposal margins — identifying risks, developing mitigation strategies, and ensuring profitability targets are met.

• Utilize CRM software (e.g., Salesforce) to track leads, manage pipelines, and report on activities, revenue forecasts, and win/loss trends.

• Represent the company at industry functions, design meetings, and networking events, positioning the firm as a trusted technical resource and long-term partner.

Qualifications & Requirements

Required

• 5+ years of experience in mechanical contracting preconstruction, estimating, or technical sales (commercial HVAC, plumbing, or piping preferred).

• Demonstrated success in selling or estimating mechanical construction projects, with a track record of closed contracts or qualified pipeline results.

• Strong understanding of mechanical systems — including HVAC, hydronic, ductwork, piping, and controls — with the ability to read and interpret plans and specifications.

• Proficiency in takeoff/estimating software and construction tools; advanced Excel skills and familiarity with CRM systems (Salesforce strongly preferred).

• Strong commercial acumen with proven negotiation, presentation, and client relationship management skills; ability to maintain and improve gross margins.

• Valid driver’s license and willingness to travel locally for client and jobsite meetings.

Preferred

• Bachelor’s degree in Construction Management, Mechanical Engineering, Business, or a related discipline — or equivalent trade/industry experience.

• Background in estimating and field operations, with the ability to advise on constructibility and project execution.

• Relevant certifications or continuing education (e.g., LEED, ASHRAE, OSHA 30) related to mechanical construction or sales.

• Experience developing relationships and driving business with general contractors, end-users, and design teams within the San Diego market (or similar).

Compensation & Benefits

• Competitive base salary plus commission/bonus tied to closed sales and margin performance.

• Comprehensive benefits package including medical, dental, 401(k), paid time off, and professional development opportunities.