Sales Consultant- CPA Centric

$62,000 - $97,000/Yr

Paychex - San Diego, CA

posted 6 days ago

Full-time - Entry Level
San Diego, CA
Professional, Scientific, and Technical Services

About the position

The position involves consulting with businesses across America, utilizing Paychex's referral channels and partnerships to educate stakeholders about the company's services. The role focuses on providing consultative solutions aimed at increasing market share and driving revenue growth.

Responsibilities

  • Achieve unit and revenue expectations.
  • Create, manage, and advance accounts, leads, and opportunities in the company's CRM system (Salesforce) and provide accurate sales activity and forecasts.
  • Collaborate with key referral sources, including Accountants, Banks, and existing Paychex clients, to educate and 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.
  • Develop sales skills and maintain a comprehensive understanding of the Paychex product offering to optimize sales results.
  • 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 and follow-up to ensure satisfactory resolution.
  • Travel for purposes of visiting channel partners, attending sales incentive trips, ongoing training, and/or area meetings.

Requirements

  • H.S. Diploma
  • Bachelor's Degree - Preferred
  • 2 years of sales/marketing experience
  • Valid Drivers License required

Benefits

  • Compensation range of $62,000 - $97,000 including base pay plus commissions.
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