Job Description

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 monthly unit and revenue expectations by prospecting, selling, and submitting new business.
Create, manage, and advance accounts, leads, and opportunities in company’s CRM system (Salesforce) daily and provide accurate sales activity and forecasts.
Uses digital tools inclusive of conversational intelligence tools as directed by management.
Develop and maintain key referral sources, including Accountants, Banks, and existing Paychex clients, with the goal of securing 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 appropriate to those needs. Present pricing proposals to key stakeholders and decision makers, and close net new business
Complete ongoing training and development to build sales skills and maintain a comprehensive understanding of the Paychex product offering. In order to optimize sales results employee 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 satisfactory resolution.
May be required to travel for purposes of visiting channel partners, attending sales incentive trips, ongoing training, and/or area meetings.
Must be able to attend meetings in person and virtually as directed by sales management and as client/business needs dictate.

Qualifications: