Sr Sales Account Manager - CPA Centric

Paychex; Washington (District of Columbia); On-site; Full time

Job summary

An established industry player is looking for a dynamic sales professional to drive client growth and satisfaction. In this role, you will be the key advocate for clients, developing strong relationships and ensuring they receive the highest quality service. You will engage in prospecting, presentations, and coordination with various internal teams to meet and exceed sales objectives. This position offers the chance to make a significant impact in a collaborative environment while working with high-profile clients. If you are passionate about sales and client success, this opportunity is perfect for you.

Qualifications

• 3 years of relevant sales/marketing experience required.
• Strong communication and client relationship management skills needed.

Responsibilities

• Prospect for new clients and schedule appointments.
• Act as liaison with internal departments to resolve client issues.
• Present products and services to decision makers.

Skills

Sales Skills

Client Relationship Management

Communication Skills

Problem Solving

Education

H.S. Diploma

Bachelor's Degree

Job description

Overview

Selling Company's products and services by developing new clients and increasing the client base to increase profits in the Core Sales, Human Resources Services Sales, Major Market Sales, or Health and Benefits organizations within select high profile National and Regional Accounting Firms. Acts as primary point(s) of contact and key advocate for specified new and existing clients of the firms, both internally and externally with Partner. Assumes responsibility for selling, and onboarding client deliverables. Drives the business results for assigned firms in territory.

Responsibilities

• Prospecting for new clients within specified firms, utilizing telephone, direct mail, seminars, in-person meetings or other marketing programs as directed by Business Development Management. Scheduling appointments and visiting potential & current referral sources to secure/extract referrals to end users.
• Serves as coordination and communication channel lead for internal Paychex departments. Acts as liaison with Field Sales, Business Development, Marketing, Product Development, Finance, Service, and Corporate to resolve client issues concerning payroll and ancillary products to ensure client satisfaction and profitability requirements; expediting the resolution of customer problems or complaints.
• Presents Paychex products and services to final decision makers and end users within the prospect universe to grow client base within specified firms. Presentations may be in conjunction with additional sales teams (i.e.: 401K) and/or sales engineering at the prospect’s work site and/or virtually. Meets or exceeds sales/revenue objectives through new client growth or increased revenue from existing clients.
• Analyzes customer needs and interests to determine which products are appropriate and refers to appropriate party as necessary.
• Builds strong relationships with specified firms and provides quality service to retain and grow client base. Seeks creative ways to refocus clients on product offerings, unique solutions, integrations, and ancillary opportunities to prioritize client retention.
• Provides educational marketing and training to specified firms, as well as Account specific training to internal sales partners, to ensure firm clients obtain full, consistent value from Paychex. Ensures Service Level Agreements are met.
• Develops and maintains advanced technical knowledge of Paychex systems, product offerings, and processes, as well as industry and account specific knowledge, to act as subject matter expert for specified firms.
• Completes, reviews, and submits accurate new business paperwork as required to onboard clients, forecasts accurate sales results, weekly activity, product and account level, and expense reports by agreed upon dates set by Business Development Management to provide accurate analysis of activity and sales results for specified firms.

Qualifications

• H.S. Diploma - Required
• Bachelor's Degree - Preferred
• 3 years of experience in Relevant sales/marketing experience.

Compensation

In the spirit of pay transparency, we are excited to share that the compensation range for this position is typically between $85 - $150. This range includes base pay plus commissions but does not consider other components that make up the total rewards package for the position. If you are hired at Paychex, your overall compensation will be determined based on factors such as geographic location, skills, education, and/or experience which may result in total compensation outside of this range.