Sales Executive – PEO

Paychex•San Francisco, CA

33d

About The Position

The Sales Executive sells PEO products and services by developing new clients and increasing the client base to grow profits in the PEO Sales organization. Working under general supervision of Sales management and within quota guidelines, the role identifies customer needs, presents Paychex solutions to stakeholders, cultivates referral sources, prospects for new business, and supports clients through onboarding. The position represents Paychex to clients and the community and continually develops technical, competitive, and sales knowledge. Travel outside the geographic territory may be required for conferences, training, and regional or national meetings.

Requirements

High school diploma.
Relevant sales or sales management experience, or an equivalent combination of education and experience; the posting lists both 5 years and 2 years of experience.

Responsibilities

Use the Go-to-Market Sales Strategy to identify customer needs and present Paychex solutions to key stakeholders and decision makers, using in-person or virtual interactions based on client preference.
Schedule appointments with and visit potential and current referral sources, particularly the broker channel, to secure referrals to end users.
Prospect for new clients and referral sources outside the Paychex base using telephone, direct mail, seminars, current-client visits, and other local marketing programs directed by Sales management.
Analyze prospects’ needs and interests, determine appropriate products, and refer prospects to the correct sales partner.
Complete and submit accurate new-business paperwork, expense reports, and weekly activity reports by agreed-upon deadlines.
Onboard PEO clients in accordance with policies and procedures and expedite resolution of client problems or complaints to support a positive onboarding experience.
Represent the Corporation positively to clients and the community to create sales opportunities.
Attend partner meetings to educate partners on PEO services and processes.
Achieve and continually develop technical, competitive, and sales skills and knowledge to represent the PEO Sales organization effectively.
Travel outside the geographic territory when required to attend conferences, training sessions, or regional or national meetings.