Entry Level Sales Consultant - CPA Centric

Paychex; Hauppauge (NY); On-site; USD 50,000 - 80,000; Full time

Benefits offered by this job

Medical coverage

Tuition reimbursement

401(k) + employer match

Paid time off

Volunteer time off

Adoption assistance

Job summary

Paychex in Hauppauge, NY is seeking a results-driven sales professional to grow our business through channel partnerships, education, and consultative solutions. You will manage accounts, pursue new opportunities, and forecast activity using Salesforce.

The role emphasizes collaboration with accountants, banks, and existing clients, with a compensation range of $50,000–$80,000 plus commissions and robust rewards, including health coverage and 401(k) matching. Travel may be required.

Qualifications

• H.S. Diploma required.
• Bachelor's Degree preferred.
• 2 years of experience in relevant sales capacity.
• Valid driver's license required.

Responsibilities

• Achieve unit and revenue expectations.
• Create, manage, and advance accounts, leads, and opportunities in Salesforce and provide accurate sales activity and forecasts.
• Collaborate with key referral sources to education and secure referrals to end-user sales.
• Schedule and conduct meetings with channel accounts via calls, email campaigns, and marketing programs.
• Leverage Go-to-Market Strategy to identify customer needs and present solutions to stakeholders, in person or virtual.
• Develop sales skills and stay up-to-date with product initiatives and industry trends.
• Complete paperwork for new sales within SLA guidelines.
• Address and escalate client concerns to Service Partners and follow up for resolution.
• May travel to visit channel partners, attend sales trips, training, and area meetings.
• Uphold company values in all interactions.
• Complete onboarding training curriculum.

Skills

Sales experience

Education

HS Diploma

Bachelor's degree

Tools

Salesforce

Job description

Overview

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

Compensation

In the spirit of pay transparency, we are excited to share that the compensation range for this position is typically $50,000- $80,000. This range includes BOTH base pay plus commissions but does not consider other components that make up the total rewards package for the position.

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 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 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 company 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 
escalate 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 company values with every interaction internally and externally.
• Complete onboarding training curriculum as directed.
• Upholds and demonstrates the company values with every interaction internally and externally.

Qualifications

• H.S. Diploma - Required
• Bachelor's Degree - Preferred
• 2 years of experience in relevant sales capacity.
• Valid Drivers License - Required

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.
• Benefits described apply to full‑time employees. Benefits for part‑time, contract, and intern roles may vary.

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.