Payroll Territory Manager

Acrisure•Oklahoma City, OK

19d•Onsite

About The Position

The Payroll Territory Manager (PTM) prospects and closes sales of Auris payroll and HR solutions with small and mid-sized businesses. The role includes setting appointments with business owners by phone, in person, through professional networks, and through referral partnerships; uncovering client needs; presenting solutions; and completing sales through a short-cycle process. The PTM uses the Atlas tablet-based CRM for lead generation, sales presentations, client financial analysis, and paperless contract processing, and maintains accurate client records. The position also involves upselling current clients on other Auris products and services, keeping the Payroll Division Manager (PDM) informed, and training and coaching Senior Product Advisors (SPAs) who report to the PTM. During initial training, the PDM accompanies the PTM on appointments, and the PTM accompanies SPAs on their initial appointments. After training, the PTM may arrange their own work schedule to maximize residuals. The role is field-based 50% of the time and candidates should be comfortable with an on-site presence.

Requirements

At least 18 years of age.
Valid driver’s license and valid automobile insurance.
Successful completion of a pre-employment background check.
Must live in the area relative to the job posting location.
At least two years of relevant experience.
Excellent prospecting, communication, presentation, and networking skills.
Ability to work independently and as part of a team.
Incentive-driven sales orientation.
Professional demeanor and impeccable integrity.
High sense of urgency and innate sales talent.
Enjoys cold-calling and speaking with people face to face.
Accountable for measurable, high-quality, timely results.
Ability to be in the field 50% of the time.

Nice To Haves

High school diploma or GED.
At least six years of relevant experience.
At least 1–2 years of supervisory experience.

Responsibilities

Prospect new clients for Auris Payroll/HCM services.
Set appointments with business owners and conduct payroll solution presentations in person and over the phone.
Uncover client needs, explain Auris’s value proposition, and close sales with small and mid-sized businesses.
Build and maintain referral partnerships and professional networks.
Maintain client and prospect records in Atlas CRM, including call notes, scheduled interactions, contact information, and other relevant information, in accordance with company policies.
Achieve minimum production requirements, including setting first-time appointments, to secure a WIN.
Upsell current clients on other Auris products and services.
Maintain and develop knowledge of the current product and service portfolio and financial technology industry developments.
Attend weekly team meetings and weekly one-on-one meetings with the leader.
Train and coach Senior Product Advisors who report to the PTM, including accompanying them on initial appointments.
Provide status updates to the Payroll Division Manager.
Perform additional responsibilities as needed.