Bank Channel Sales Specialist – SMB Payroll Solutions

Paychex; Walnut Creek (CA); On-site; USD 65,000 - 100,000; Full time

Benefits offered by this job

Medical coverage

Virtual wellness classes

Tuition reimbursement

401(k) + employer match

Adoption assistance

Financial assistance

Paid time off

Company holidays

Culture days

Work-life balance programs

Job summary

Paychex is seeking a field sales professional to partner with bank networks and sell Paychex payroll, HR and related services to small businesses (1-49 employees). The role targets revenue growth through in-person meetings with decision makers and support from bank referrals.

You will travel locally, present solutions, build relationships, and drive new business while aligning with our go-to-market strategy. Compensation includes base pay plus commissions.

Qualifications

• H.S. Diploma - Required.
• Bachelor's Degree - Preferred.
• 2 years of experience in Sales.
• 2 years of experience in B2B Sales.
• Valid Driver's License - Required.

Responsibilities

• Meet unit and revenue expectations.
• Presents Paychex products and services in-person to final decision makers and end users within assigned territory and client size to achieve unit and revenue goals.
• Schedules appointments and visits assigned bank branches to secure referrals.
• Leverage the Go-to-Market Sales Strategy to identify customers’ needs and present Paychex solution to key stakeholders and decision makers in accordance with client’s preference on in person or virtual interaction to increase revenue and market share.
• Presents to bank partners on Paychex products and services to educate and to build value in the partnership.
• Analyzes the customer needs and interests to determine which products are appropriate and refers to appropriate party when necessary.
• Expedites the resolution of customer problems or complaints to the appropriate channels to ensure client satisfaction.
• Completes and submits accurate new business paperwork, expense reports, and weekly activity reports by agreed upon dates set by Sales management to assist with forecasting.
• Works with bank partners to identify business account holders who would be a good fit for Paychex’s services and calls on those account holders with bank partners.
• Partner with other sales divisions on "team selling" approach for any referrals over 49 employees to increase client/prospect experience and increase revenue results.

Education

HS Diploma

Bachelor's Degree

Job description

Paychex is seeking a field sales professional to partner with bank networks and sell Paychex payroll, HR and related services to small businesses (1-49 employees). The role targets revenue growth through in-person meetings with decision makers and support from bank referrals.

You will travel locally, present solutions, build relationships, and drive new business while aligning with our go-to-market strategy. Compensation includes base pay plus commissions.