Sales Consultant- CPA Centric

Paychex - Houston, TX

Full-time - Entry Level

Houston, TX

Professional, Scientific, and Technical Services

About the position

The Sales Consultant position at Paychex involves consulting with businesses to educate them on services and provide consultative solutions aimed at increasing market share and driving revenue. The role requires collaboration with key referral sources and managing accounts through the company's CRM system, while also developing sales skills and maintaining knowledge of Paychex products.

Responsibilities

• Achieve unit and revenue expectations.
• Create, manage, and advance accounts, leads, and opportunities in the company's CRM system (Salesforce).
• Collaborate with key referral sources, including Accountants, Banks, and existing Paychex clients.
• Schedule and conduct meetings with existing and new channel accounts through various communication methods.
• Leverage the Go-to-Market Sales Strategy to identify customer needs and present Paychex solutions.
• Develop sales skills and maintain a comprehensive understanding of Paychex product offerings.
• Collect, complete, and submit all necessary paperwork for new sales within defined Service Level Agreement (SLA) guidelines.
• Address and escalate client concerns to Service Partners when required.
• Complete onboarding training curriculum as directed.

Requirements

• High School Diploma or GED required.
• Bachelor's Degree preferred.
• 2 years of experience in relevant sales/marketing capacity.
• 2 years of experience in a Paychex sales role.