Sales Consultant- CPA Centric

Paychex - Houston, TX

Full-time - Entry Level

Houston, TX

Professional, Scientific, and Technical Services

About the position

The Sales Consultant - CPA Centric role at Paychex involves consulting with businesses to educate them on services and provide consultative solutions aimed at increasing market share and driving revenue. This position requires collaboration with key referral sources and the management of accounts and leads through the company's CRM system, Salesforce. The consultant will leverage sales strategies to identify customer needs and present solutions, while also maintaining a comprehensive understanding of Paychex's product offerings.

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 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 as required.
• Uphold and demonstrate the Paychex Values with every interaction internally and externally.
• Complete onboarding training curriculum as directed.

Requirements

• H.S. Diploma - Required
• Bachelor's Degree - Preferred
• 2 years of experience in relevant sales/marketing capacity.
• 2 years of experience in a Paychex sales role.