Sales Executive – PEO

Paychex•Costa Mesa, CA

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. Under general supervision of Sales management and within quota-attainment guidelines, the role uses Paychex’s go-to-market sales strategy to identify customer needs and present solutions to stakeholders and decision makers, in person or virtually according to client preference. The position develops referral relationships, particularly through the broker channel, and prospects for new clients and referral sources using outreach and local marketing activities. It analyzes prospect needs, identifies appropriate products and sales partners, completes business and activity documentation, and supports client onboarding and issue resolution. The Sales Executive represents Paychex to clients and the community, educates partners about PEO services, and continually develops relevant technical, competitive, and sales knowledge. Travel outside the assigned territory may be required for conferences, training, or regional and national meetings.

Requirements

High school diploma.
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

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, particularly broker-channel sources, to secure referrals to end users.
Prospect for new clients and referral sources outside the Paychex base through 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 according to policies and procedures to support a smooth transition to PEO service.
Expedite the resolution of client problems or complaints to support a positive onboarding experience.
Represent Paychex positively to clients and the community to create sales opportunities.
Attend partner meetings to educate partners about PEO services and processes.
Develop technical, competitive, and sales knowledge to effectively represent the PEO Sales organization.
Travel outside the geographical territory when required for conferences, training sessions, or regional or national meetings.