OverviewConsult 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 monthly unit and revenue expectations by prospecting, selling, and submitting new business.
Create, manage, and advance accounts, leads, and opportunities daily in the company's CRM system (Salesforce) and provide accurate sales activity and forecasts.
Uses digital tools, including conversational intelligence tools, as directed by management.
Develop and maintain key referral sources, including Accountants, Banks, and existing Paychex clients, to secure referrals to end-user sales.
Schedule and conduct meetings with existing and new channel accounts through in-person meetings, telephone calls, targeted email campaigns, and strategic marketing programs, as directed by Sales Management.
Identify prospects' needs and business goals and align the Paychex product and service offerings with those needs—Present pricing proposals to key stakeholders and decision-makers and close net new business.
Engage in continuous training and development to enhance your sales skills and comprehensively understand the Paychex product offerings. To optimize sales results, employees must 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 digital paperwork for new sales within defined Service Level Agreement (SLA) guidelines.
When required, address and escalate client and referral source concerns to our Service Partners and follow up as necessary to ensure a satisfactory resolution.
You may be required to travel to visit channel partners, attend sales incentive trips, participate in ongoing training, and attend area meetings.
Must be able to attend meetings in person and virtually as directed by sales management and as client/business needs dictate.
Qualifications
H.S. Diploma - Required
Bachelor's Degree - Preferred
2 years of sales or marketing experience
Driver's License - Required
