Sales Excellence Administrator

Upchurch is a rapidly growing
, full-service building engineering company providing mechanical, plumbing, HVAC, and electrical services across the southeastern United States.
Founded in 1970 and headquartered in Horn Lake, MS, Upchurch has grown through both organic expansion and strategic acquisitions
, establishing a strong reputation for quality, reliability, and service excellence. We offer end-to-end solutions—from design and installation to ongoing maintenance and emergency support—
helping clients maximize building performance, energy efficiency, and equipment lifespan
.

Upchurch is building a more disciplined, connected, and repeatable commercial operating system. The Sales Excellence Administrator is the operating partner to the Chief Market Officer who keeps that system organized, current, visible, and moving.

This enterprise-facing role supports Upchurch’s commercial growth program — a coordinated approach to market strategy, sales process, leadership cadence, and performance insight. The successful candidate brings order to sales forecasting, account planning, customer coverage, commercial meetings, growth initiatives, sales standards, and performance reporting. This is not a quota-carrying sales role; it enables leaders and sellers to work from a shared commercial rhythm, consistent information, and clear accountability.

The Sales Excellence Administrator has meaningful responsibility for administration, coordination, analysis, and visibility. The role supports leaders and their decisions; it does not independently set commercial strategy, sales targets, pricing, contract terms, forecast commitments, account ownership, or line-of-business authority. Success comes from making the right information, standards, and follow-through visible and easy to use.

Administer the sales excellence operating system

• Serve as the day-to-day administrator of the Sales Excellence program — the practical operating routines, sales resources, templates, and reference material that help commercial teams work consistently.
• Maintain the annual and quarterly commercial workplan, initiative calendar, action register, decision log, and leadership-ready operating views.
• Turn CMO direction into practical meeting materials, workback plans, owners, due dates, and reliable follow-up.
• Identify process gaps, data-quality concerns, overdue commitments, and unowned actions; present clear next-step recommendations to the appropriate leader.

Strengthen forecast, pipeline, and performance discipline

• Support accurate forecast administration by organizing and reconciling approved CRM, finance, ERP, and line-of-business reporting sources.
• Prepare forecast-review rollups, variance analysis, exception lists, dashboards, and meeting materials covering hard backlog, soft backlog, pipeline, priority pursuits, and planned revenue/profit contribution.
• Help leaders inspect opportunity stage, probability, value, timing, owner, next step, risk, and information quality before forecast commitments are presented.
• Work with Finance and commercial leaders to clarify missing, stale, conflicting, or potentially duplicative information, while preserving source references and reporting discipline.
• Support commercial inputs for large-project and executive reviews as directed by the CMO, maintaining source clarity and evidence traceability.

Advance enterprise account management and cross-selling

• Administer the Strategic and Key Account program, including account designation support, account-lead and executive-sponsor records, account-plan cadence, review readiness, and follow-up actions.
• Maintain enterprise account maps that show customer relationships, service/solution penetration, relationship…