Channel Sales Associate - CPA

Paychex; Hampton (VA); On-site; USD 65,000 - 95,000; Full time

Benefits offered by this job

Medical coverage

401(k) with company match

Tuition reimbursement

Adoption assistance

Flexible work-life balance

Job summary

Paychex is seeking a proactive sales professional to educate stakeholders, manage channel accounts, and drive revenue growth across our workforce solutions. You will leverage Salesforce and other tools to qualify leads, forecast opportunities, and close deals with accountants, banks, and Paychex clients.

The role requires 2+ years in sales, a valid driver’s license, and a customer-focused approach. Travel to partner sites and trainings may be required; bachelor's degree preferred.

Qualifications

• 2+ years of experience in relevant sales capacity.
• Valid driver's license required.
• Experience with Salesforce and CRM systems is preferred.
• Strong communication and relationship-building skills.

Responsibilities

• Achieve unit and revenue expectations.
• Create, manage, and advance accounts and opportunities in Salesforce and provide forecasts.
• Collaborate with referral sources to generate introductions and end-user sales.
• Schedule and conduct meetings via phone, email, or in-person.
• Present Paychex solutions to stakeholders to grow revenue and share.
• Maintain knowledge of Paychex products and market trends.
• Complete onboarding training and necessary paperwork for new sales.

Skills

Sales experience

Go-to-Market

Account management

Forecasting

Communication

Relationship building

Negotiation

Customer centric

Education

HS Diploma

Bachelor’s Degree - Preferred

Tools

Salesforce

CRM software

Job description

Paychex is reimagining how businesses manage their workforce by bringing payroll, HR, benefits, and advisory services together into a single connected HCM platform. As Paychex and Paycor come together, we're combining innovative technology, data-driven insights, AI, and human expertise to help organizations work smarter, support their people, and achieve better business outcomes. This is an exciting time to join our team as we continue to invest in innovation, simplify client experiences, and shape the future of work. At Paychex, you'll have the opportunity to grow your career, make a meaningful impact, and be part of something bigger as One Paychex.

Overview

Consult with America's businesses, leveraging Paychex key referral channels and partnerships to educate stakeholders on our services, and provide consultative solutions to increase market share and drive revenue.

Responsibilities

• Achieve unit and revenue expectations.
• Create, manage, and advance accounts, leads, and opportunities in company’s CRM system (Salesforce) and provide accurate sales activity and forecasts.
• Collaborate with key referral sources, including Accountants, Banks, and existing Paychex clients, with the goal of education, consultation and to secure referrals to end user sales.
• Schedule and conduct meetings with existing and new channel accounts through telephone calls, targeted email campaigns, and corporate marketing programs, as directed by Sales Management.
• Leverage the Go-to-Market Sales Strategy to identify customers’ needs and present the Paychex solution to key stakeholders and decision makers in accordance with the client’s preference on in person or virtual interaction to increase revenue and market share.
• Develop sales skills and maintain a comprehensive understanding of the Paychex product offering to optimize sales results; remain up-to-date with new product initiatives, services, industry trends and other relevant information of interest to customers.
• Collect, complete and submit all necessary paperwork for new sales within defined Service Level Agreement (SLA) guidelines.
• When required, address and elevate client concerns to our Service Partners, and follow‑up as necessary to ensure satisfactory resolution.
• May be required to travel for purposes of visiting channel partners, and attending sales incentive trips, ongoing training, and/or area meetings.
• Upholds and demonstrates the Paychex Values with every interaction internally and externally.
• Complete onboarding training curriculum as directed.

Qualifications

• H.S. Diploma - Required
• Bachelor's Degree - Preferred
• 2 years of experience in relevant sales capacity.
• Valid Drivers License - Required
• Sales - Preferred
• Forecasting - Preferred
• Professionalism - Preferred
• Calmness Under Pressure - Preferred
• Ethical Standards And Conduct - Preferred
• Sales Strategy - Preferred
• Marketing - Preferred
• Sales Management - Preferred
• Sales Optimization - Preferred
• Salesforce - Preferred
• Go-to-Market Strategy - Preferred
• Market Share - Preferred
• Customer Relationship Management - Preferred
• New Product Development - Preferred
• Automated Payroll Software - Preferred

Live the Paychex Values

• Act with uncompromising integrity.
• Provide outstanding service and build trusted relationships.
• Drive innovation in our products and services and continually improve our processes.
• Work in partnership and support each other.
• Be personally accountable and deliver on commitments.
• Treat each other with respect and dignity.

What's in it for you?

• We value your well‑being: We provide over 21 comprehensive rewards, including medical coverage, virtual wellness classes, tuition reimbursement, 401(k) + employer match, adoption assistance, financial assistance, and much more.
• We value your time: From paid time off to company holidays, culture days, and comprehensive work‑life balance programs, we will ensure you have the flexibility you need to be your best.
• We value your development: Our award‑winning training and development programs empower our employees with ongoing learning opportunities to give you the building blocks to grow your career.
• We value your perspective: Our company culture reflects the diversity of our employees. We want you to be you and your voice to be heard.
• We value our communities: We offer paid time off for volunteerism and promote many company‑wide and local initiatives that benefit organizations you care about.

Note: The benefits described apply to full‑time employees. Benefits for part‑time, contract, and intern roles may vary.

Not sure if you meet every requirement?

At Paychex, we know that great talent comes in many forms. If you're passionate about the role but don't check every box, we still encourage you to apply. You might be the right fit—either for this position or another opportunity with us.

Paychex is an equal opportunity employer. We are committed to fostering a respectful and inclusive workplace where all individuals are treated fairly and evaluated based on their qualifications, experience, and merit. We comply with all applicable federal, state, and local laws prohibiting discrimination in employment.