Territory Ready Representative - CPA

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

Consult with America's businesses, leveraging Paychex key referral channels and partnerships to educate stakeholders on our services, and provide consultative solutions to increase market share and drive revenue.

Responsibilities

Achieve unit and revenue expectations.

Create, manage, and advance accounts, leads, and opportunities in company’s CRM system (Salesforce) and provide accurate sales activity and forecasts.

Collaborate with key referral sources, including Accountants, Banks, and existing Paychex clients, with the goal of education, consultation and to secure referrals to end user sales.

Schedule and conduct meetings with existing and new channel accounts through telephone calls, targeted email campaigns, and corporate marketing programs, as directed by Sales Management.

Leverage the Go-to-Market Sales Strategy to identify customers’ needs and present the Paychex solution to key stakeholders and decision makers in accordance with the client’s preference on in person or virtual interaction to increase revenue and market share.

Develop sales skills and maintain a comprehensive understanding of the Paychex product offering to optimize sales results; remain up-to-date with new product initiatives, services, industry trends and other relevant information of interest to customers.

Collect, complete and submit all necessary paperwork for new sales within defined Service Level Agreement (SLA) guidelines.

When required, address and escalate client concerns to our Service Partners, and follow-up as necessary to ensure satisfactory resolution.

May be required to travel for purposes of visiting channel partners, and attending sales incentive trips, ongoing training, and / or area meetings.

Upholds and demonstrates the Paychex Values with every interaction internally and externally.

Qualifications

H.S. Diploma - Required

Bachelor's Degree - Preferred

1 year of experience in relevant sales / marketing role.

Live the Paychex Values

Act with uncompromising integrity.

Provide outstanding service and build trusted relationships.

Drive innovation in our products and services and continually improve our processes.

Work in partnership and support each other.

Be personally accountable and deliver on commitments.

Treat each other with respect and dignity.

What's in it for you?

We value your well-being : We provide over 21 comprehensive rewards, including medical coverage, virtual wellness classes, tuition reimbursement, 401(k) + employer match, adoption assistance, financial assistance, and much more.

We value your time : From paid time off to company holidays, culture days, and comprehensive work-life balance programs, we will ensure you have the flexibility you need to be your best.

We value your development : Our award-winning training and development programs empower our employees with ongoing learning opportunities to give you the building blocks to grow your career.

We value your perspective : Our company culture reflects the diversity of our employees. We want you to be you and your voice to be heard.

We value our communities : We offer paid time off for volunteerism and promote many company-wide and local initiatives that benefit organizations you care about.

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.