Sr Sales Account Manager - CPA Centric

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Imagine Your Future with Us! Since 1971, Paychex has been at the forefront of simplifying HR, payroll, and benefits for American businesses. Our digital HR technology and advisory solutions cater to the changing needs of employers and their employees. With our award-winning training and endless opportunities for growth and development, you can build a lifelong career with us. We pride ourselves on fostering an inclusive and innovative culture. Our leaders are here to support your career journey; they and our dedicated employees embody the values that drive us to support each other, our clients, and our communities. Join us to pursue your passion and unleash your potential.

Overview : Selling company's products and services by developing new clients and increasing the client base to increase profits in the core sales, human resources services sales, major market sales, or health and benefits organizations within select high profile national and regional accounting firms. Acts as primary point(s) of contact and key advocate for specified new and existing clients of the firms, both internally and externally with partner. Assumes responsibility for selling, and onboarding client deliverables. Drives the business results for assigned firms in territory.

Responsibilities :

• Prospecting for new clients within specified firms, utilizing telephone, direct mail, seminars, in-person meetings or other marketing programs as directed by business development management. Scheduling appointments and visiting potential & current referral sources to secure / extract referrals to end users.
• Serves as coordination and communication channel lead for internal Paychex departments. Acts as liaison with field sales, business development, marketing, product development, finance, service, and corporate to resolve client issues concerning payroll and ancillary products to ensure client satisfaction and profitability requirements; expediting the resolution of customer problems or complaints.
• Presents Paychex products and services to final decision makers and end users within the prospect universe to grow client base within specified firms. Presentations may be in conjunction with additional sales teams (i.e. : 401K) and / or sales engineering at the prospect's work site and / or virtually. Meets or exceeds sales / revenue objectives through new client growth or increased revenue from existing clients.
• Analyzes customer needs and interests to determine which products are appropriate and refers to appropriate party as necessary.
• Builds strong relationships with specified firms and provides quality service to retain and grow client base. Seeks creative ways to refocus clients on product offerings, unique solutions, integrations, and ancillary opportunities to prioritize client retention.
• Provides educational marketing and training to specified firms, as well as account specific training to internal sales partners, to ensure firm clients obtain full, consistent value from Paychex. Ensures service level agreements are met.
• Develops and maintains advanced technical knowledge of Paychex systems, product offerings, and processes, as well as industry and account specific knowledge, to act as subject matter expert for specified firms.
• Completes, review, and submits accurate new business paperwork as required to onboard clients, forecasts accurate sales results, weekly activity, product and account level, and expense reports by agreed upon dates set by business development management to provide accurate analysis of activity and sales results for specified firms.

Qualifications :

Live the Paychex values :

What's in it for you?

Not sure if you meet every requirement? At Paychex, we know that great talent comes in many forms. If you're passionate about the role but don't check every box, we still encourage you to apply. You might be the right fit - either for this position or another opportunity with us.

Paychex is an equal opportunity employer that fosters a workplace culture of diversity, equity, & inclusion. Our valued employees and commitment to DEI are the essence of our internal and external success.