Account Executive

About the Role

Selling Company's products and services by developing new clients and increasing the client base to increase profits in the Human Resource Services organization.

Key Responsibilities

• Presents all retirement plan and flexible spending account products and services of Paychex to final decision makers and end users within the prospect universe for the purpose of closing new sales.
• Leverages the Go-to-Market Sales Strategy to identify customer needs and present the Paychex solution to key stakeholders and decision makers in accordance with the client’s preference on in-person or virtual interaction to increase revenue and market share.
• Schedules appointments and visits potential and current referral sources, specifically the financial advisor channel and registered investment advisor community to secure referrals to end users.
• Prospects utilizing the telephone, direct mail, seminars, current client visits, or other local marketing programs directed by Sales management for the purpose of seeking new clients and referral sources.
• Analyzes prospect needs and interests, determining appropriate products and referring to the appropriate party when necessary.
• Expedites the resolution of client problems or complaints to ensure client satisfaction and retention.
• Completes and submits accurate new business paperwork and expense reports by agreed-upon dates set by Sales management to ensure timely processing.
• Enters prospects, sales, and client notes into Salesforce.com to ensure seamless selling and service to Paychex clients.
• Projects a positive image in representing the Corporation to uphold Paychex' reputation to clients and the community.
• Achieves and continually develops technical, competitive, and sales skills knowledge to ensure excellence in lead generation, presentations, and closing skills.
• Successfully completes SAFE examinations to remain current on product knowledge.
• Participates in training sessions and continues self-study modules to become a Senior Retirement Plan Sales Representative.
• May be required to travel outside of geographical territory for the purpose of attending conferences, training sessions, and/or area regional or national meetings.

Requirements & Tech Stack

• H.S. Diploma - Required
• Less than 1 year of experience in Relevant Paychex experience and successful completion of required training programs and/or certification by senior sales management.
• 2 years of experience in Relevant sales/sales management.
• Salesforce.com

Qualifications

• High School Diploma
• Experience in sales/sales management
• Proficiency in Salesforce.com
• Successful completion of SAFE examinations

Compensation

• Typically between $55,000 base pay - $115,000 OTE. This range includes base pay plus commissions.