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 the 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 securing 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 for in-person or virtual interactions to increase revenue and market share.
- Develop sales skills and maintain a comprehensive understanding of the Paychex product offerings 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.
- Address and escalate client concerns to our Service Partners when required, and follow up as necessary to ensure satisfactory resolution.
- May be required to travel for purposes such as visiting channel partners, attending sales incentive trips, ongoing training, and area meetings.
- Uphold and demonstrate the Paychex Values with every interaction internally and externally.
Qualifications
- H.S. Diploma - Required
- Bachelor's Degree - Preferred
- 2 years of experience in relevant sales/marketing capacity.
- 2 years of experience in a Paychex sales role.