What are the responsibilities and job description for the Sr Sales Account Manager - CPA Centric position at Paychex?
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
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.
- H.S. Diploma - Required
- Bachelor's Degree - Preferred
- 3 years of experience in Relevant sales/marketing experience.
