Channel Sales Associate - CPA

Paychex•New York, NY

10h

About The Position

Paychex is seeking a Channel Sales Associate to consult with businesses through key referral channels and partnerships. The role educates stakeholders about Paychex services and provides consultative solutions to increase market share and revenue. The associate develops and manages channel relationships, identifies customer needs, presents solutions, and supports new sales through accurate CRM management and timely paperwork. The role may involve travel to visit channel partners and attend sales incentive trips, training, or area meetings.

Requirements

High school diploma or equivalent required.
At least 2 years of experience in a relevant sales capacity.
Valid driver's license required.

Nice To Haves

Bachelor's degree.
Sales experience or skills.
Forecasting.
Professionalism.
Calmness under pressure.
Ethical standards and conduct.
Sales strategy.
Marketing.
Sales management.
Sales optimization.
Salesforce.
Go-to-Market strategy.
Market share knowledge.
Customer relationship management.
New product development.
Automated payroll software.

Responsibilities

Achieve unit and revenue expectations.
Create, manage, and advance accounts, leads, and opportunities in Salesforce; maintain accurate sales activity records and forecasts.
Collaborate with referral sources, including accountants, banks, and existing Paychex clients, to educate and consult with them and secure referrals to end-user sales.
Schedule and conduct meetings with existing and new channel accounts through phone calls, targeted email campaigns, and corporate marketing programs as directed by Sales Management.
Use the Go-to-Market Sales Strategy to identify customer needs and present Paychex solutions to stakeholders and decision-makers, according to client preferences for in-person or virtual interactions.
Develop sales skills and maintain knowledge of Paychex products, new product initiatives, services, industry trends, and other relevant customer information.
Collect, complete, and submit required paperwork for new sales within defined Service Level Agreement guidelines.
Address and escalate client concerns to Service Partners when required, and follow up to ensure satisfactory resolution.
Travel as required to visit channel partners and attend sales incentive trips, ongoing training, and area meetings.
Uphold and demonstrate Paychex Values in interactions with internal and external stakeholders.
Complete onboarding training curriculum as directed.