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.
- Complete onboarding training curriculum as directed.
- 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 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 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 Paychex Values with every interaction internally and externally.
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