About The Position

Work with assigned bank partners to earn business referrals and sell Paychex products and services to prospects with 1–49 employees, achieving revenue results. The role presents Paychex solutions to prospects and bank partners, builds value in those partnerships, identifies customer needs, and coordinates referrals and issue resolution. It also involves completing sales paperwork and reporting and collaborating with other sales divisions on larger opportunities.

Requirements

  • High school diploma or equivalent.
  • Two years of experience in a relevant sales or marketing capacity.

Nice To Haves

  • Bachelor's degree.

Responsibilities

  • Meet unit and revenue expectations.
  • Present Paychex products and services in person to final decision makers and end users within the assigned territory and client size to achieve unit and revenue goals.
  • Schedule appointments and visit assigned bank branches to secure referrals.
  • Use the Go-to-Market Sales Strategy to identify customer needs and present Paychex solutions to stakeholders and decision makers, using in-person or virtual interactions according to client preference, to increase revenue and market share.
  • Present Paychex products and services to bank partners to educate them and build value in the partnership.
  • Analyze customer needs and interests to determine appropriate products and refer customers to the appropriate party when necessary.
  • Expedite customer problems or complaints through appropriate channels to support client satisfaction.
  • Complete and submit accurate new-business paperwork, expense reports, and weekly activity reports by agreed-upon deadlines to assist with forecasting.
  • Work with bank partners to identify business account holders who may be a good fit for Paychex services, and call on those account holders with the bank partners.
  • Partner with other sales divisions using a team-selling approach for referrals involving businesses with more than 49 employees to improve the client or prospect experience and revenue results.

Benefits

  • Medical coverage
  • Virtual wellness classes
  • Tuition reimbursement
  • 401(k) with employer match
  • Adoption assistance
  • Financial assistance
  • Paid time off
  • Company holidays
  • Culture days
  • Work-life balance programs
  • Ongoing learning and development opportunities
  • Paid time off for volunteerism
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