Overview

Responsibilities Responsible for meeting unit and revenue expectations. Presents Paychex products and services in-person to final decision makers and end users within assigned territory and client size to achieve unit and revenue goals.

Schedules appointments and visits assigned bank branches to secure referrals. Presents to bank partners on Paychex products and services to educate and to build value in the partnership.

Analyzes the customer needs and interests to determine which products are appropriate and refers to appropriate party when necessary.

Expedites the resolution of customer problems or complaints to the appropriate channels to ensure client satisfaction. Completes and submits accurate new business paperwork, expense reports, and weekly activity reports by agreed upon dates set by Sales management to assist with forecasting.

Works with bank partners to identify business account holders who would be a good fit for Paychex’s services and calls on those account holders with bank partners.

Partner with other sales divisions on team selling approach for any referrals over 49 employees to increase client / prospect experience and increase revenue results.

Qualifications Diploma - Required Bachelor's Degree - Preferred 2 years of experience in relevant sales / marketing capacity Valid Driver's License - Required

Last updated : 2024-07-12