Sales Executive - PEO

Paychex•Houston, TX

About The Position

The Sales Executive - PEO sells PEO products and services by developing new clients and increasing the client base to grow profits in the PEO Sales organization. The role works under general supervision of Sales management and follows specific quota attainment guidelines. It uses Paychex’s Go-to-Market Sales Strategy to understand customer needs, present appropriate solutions to stakeholders and decision makers, and increase revenue and market share. Client interactions may be in person or virtual according to client preference. The position builds relationships with referral sources, particularly brokers, and prospects for clients through channels such as telephone, direct mail, seminars, client visits, and local marketing programs. It analyzes prospects’ needs, identifies appropriate products, and coordinates with the correct sales partner. The Sales Executive also completes sales documentation and reporting, onboards PEO clients, helps resolve onboarding problems, represents Paychex positively, educates partners about PEO services, and continues developing relevant technical, competitive, and sales knowledge. Travel outside the assigned geographic territory may be required for conferences, training, and regional or national meetings.

Requirements

High school diploma required.
Five years of relevant sales or sales management experience, or an equivalent combination of education and experience.
Two years of relevant sales or sales management experience, or an equivalent combination of education and experience.

Responsibilities

Follow Sales management supervision and position-specific quota attainment guidelines.
Use the Go-to-Market Sales Strategy to identify customer needs and present Paychex solutions to key stakeholders and decision makers, in person or virtually according to client preference.
Schedule appointments with and visit potential and current referral sources, especially brokers, to secure referrals to end users.
Prospect for new clients and referral sources outside the Paychex client base using telephone, direct mail, seminars, current client visits, and 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 according to 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 about PEO services and processes.
Achieve and continually develop technical, competitive, and sales knowledge to represent the PEO Sales organization effectively.
Travel outside the geographic territory as needed for conferences, training sessions, and regional or national meetings.