Channel Sales Associate - Bank Centric

Paychex•Dublin, CA

About The Position

The Channel Sales Associate works with assigned bank partners to earn business referrals and sell Paychex products and services to prospects with 1–49 employees, with the goal of achieving revenue results. The role presents Paychex solutions to decision makers and end users, builds value in bank partnerships, and collaborates with bank partners to identify and contact prospective business account holders. For referrals involving businesses with more than 49 employees, the associate partners with other sales divisions using a team-selling approach. The position involves both in-person and virtual customer interactions, according to client preference. The associate identifies customer needs, recommends appropriate products, refers customers to the appropriate party when needed, and helps resolve customer problems. The role also includes completing new-business paperwork, expense reports, and weekly activity reports by deadlines set by Sales management. Paychex describes its broader work as bringing payroll, HR, benefits, and advisory services together in a connected HCM platform. The company highlights employee rewards, development opportunities, work-life balance programs, and a respectful, inclusive workplace. Benefits listed apply to full-time employees.

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 key stakeholders and decision makers, according to client preference for in-person or virtual interaction, 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, referring customers to the appropriate party when necessary.
Expedite customer problem or complaint resolution through the appropriate channels to support client satisfaction.
Complete and submit accurate new-business paperwork, expense reports, and weekly activity reports by deadlines set by Sales management to assist with forecasting.
Work with bank partners to identify business account holders suited to Paychex services and call on those account holders with the bank partners.
Partner with other sales divisions on a team-selling approach for referrals involving businesses with more than 49 employees.