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Sales Consultant - Channel

  • Achieve monthly unit and revenue expectations by prospecting, selling, and submitting new business.
  • Create, manage, and advance accounts, leads, and opportunities daily in the company's CRM system (Salesforce) and provide accurate sales activity and forecasts.
  • Uses digital tools, including conversational intelligence tools, as directed by management.
  • Develop and maintain key referral sources, including Accountants, Banks, and existing Paychex clients, to secure referrals to end-user sales.
  • Schedule and conduct meetings with existing and new channel accounts through in-person meetings, telephone calls, targeted email campaigns, and strategic marketing programs, as directed by Sales Management.
  • Identify prospects' needs and business goals and align the Paychex product and service offerings with those needs—Present pricing proposals to key stakeholders and decision-makers and close net new business.
  • Engage in continuous training and development to enhance your sales skills and comprehensively understand the Paychex product offerings. To optimize sales results, employees must 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 digital paperwork for new sales within defined Service Level Agreement (SLA) guidelines.
  • When required, address and escalate client and referral source concerns to our Service Partners and follow up as necessary to ensure a satisfactory resolution.
  • You may be required to travel to visit channel partners, attend sales incentive trips, participate in ongoing training, and attend area meetings.
  • Must be able to attend meetings in person and virtually as directed by sales management and as client/business needs dictate.