Channel Sales Associate - Bank

Paychex•Walnut Creek, CA

13d•Onsite

About The Position

Work with assigned bank partners to earn business referrals and sell Paychex products and services to prospects with 1-49 employees to achieve revenue results. Paychex is reimagining how businesses manage their workforce by bringing payroll, HR, benefits, and advisory services together into a single connected HCM platform. As Paychex and Paycor come together, we're combining innovative technology, data-driven insights, AI, and human expertise to help organizations work smarter, support their people, and achieve better business outcomes. This is an exciting time to join our team as we continue to invest in innovation, simplify client experiences, and shape the future of work. At Paychex, you'll have the opportunity to grow your career, make a meaningful impact, and be part of something bigger as One Paychex.

Requirements

H.S. Diploma - Required
2 years of experience in Sales.
2 years of experience in B2B Sales.
Valid Driver's License - Required

Nice To Haves

Bachelor's Degree - Preferred

Responsibilities

Responsible for meeting unit and revenue expectations.
Presents Paychex products and services in-person to final decision makers and end users within assigned territory and client size to achieve unit and revenue goals.
Schedules appointments and visits assigned bank branches to secure referrals.
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 on in person or virtual interaction to increase revenue and market share.
Presents to bank partners on Paychex products and services to educate and to build value in the partnership.
Analyzes the customer needs and interests to determine which products are appropriate and refers to appropriate party when necessary.
Expedites the resolution of customer problems or complaints to the appropriate channels to ensure client satisfaction.
Completes and submits accurate new business paperwork, expense reports, and weekly activity reports by agreed upon dates set by Sales management to assist with forecasting.
Works with bank partners to identify business account holders who would be a good fit for Paychex’s services and calls on those account holders with bank partners.
Partner with other sales divisions on “team selling” approach for any referrals over 49 employees to increase client/prospect experience and increase revenue results.