Sales Executive - PEO

Paychex•Cleveland, OH

12d

About The Position

Paychex is seeking a Sales Executive to sell PEO products and services by developing new clients and expanding the client base to increase profits within the PEO Sales organization. Under general supervision of Sales management and within quota guidelines, the role uses the Go-to-Market Sales Strategy to identify customer needs and present Paychex solutions to decision-makers through in-person or virtual interactions. The position also develops referral relationships, especially within the broker channel, and prospects for clients and referral sources outside the Paychex base. The Sales Executive analyzes prospect needs, coordinates appropriate product referrals, completes required sales documentation, and onboards PEO clients to support a smooth transition. The role represents Paychex positively in the community, educates partners on PEO services, and continually develops product, competitive, and sales knowledge. Travel outside the assigned geographic territory may be required for conferences, training, or regional and national meetings. Paychex describes its culture as grounded in integrity, outstanding service, innovation, partnership, accountability, and respect. The company highlights employee well-being, work-life balance, development, inclusion, and community involvement. Benefits described apply to full-time employees and may vary for part-time, contract, and intern roles.

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

Use the Go-to-Market Sales Strategy to identify customer needs and present Paychex solutions to key stakeholders and decision-makers through in-person or virtual interactions.
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 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 dates.
Onboard PEO clients according to policies and procedures to ensure a smooth transition to PEO service.
Expedite the resolution of client problems or complaints to facilitate 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 geographical territory as needed for conferences, training sessions, or regional or national meetings.