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Paychex · 7 hours ago

Sr Sales Account Manager - CPA Centric

Orlando, FL

Contract

Onsite

Mid, Senior Level

3+ years exp

Paychex is a leading company in HR, payroll, and benefits solutions for American businesses. The Sr Sales Account Manager - CPA Centric will focus on developing new clients and increasing the client base within high-profile National and Regional Accounting Firms, acting as the primary point of contact and advocate for clients while driving business results.

AccountingBookkeeping and PayrollFinancial ServicesHuman ResourcesSoftware

Responsibilities

Prospecting for new clients within specified firms, utilizing telephone, direct mail, seminars, in-person meetings or other marketing programs as directed by Business Development Management. Scheduling appointments and visiting potential & current referral sources to secure/extract referrals to end users

Serves as coordination and communication channel lead for internal Paychex departments. Acts as liaison with Field Sales, Business Development, Marketing, Product Development, Finance, Service, and Corporate to resolve client issues concerning payroll and ancillary products to ensure client satisfaction and profitability requirements; expediting the resolution of customer problems or complaints

Presents Paychex products and services to final decision makers and end users within the prospect universe to grow client base within specified firms. Presentations may be in conjunction with additional sales teams (i.e.: 401K) and/or sales engineering at the prospect’s work site and/or virtually . Meets or exceeds sales/revenue objectives through new client growth or increased revenue from existing clients

Analyzes customer needs and interests to determine which products are appropriate and refers to appropriate party as necessary

Builds strong relationships with specified firms and provides quality service to retain and grow client base. Seeks creative ways to refocus clients on product offerings, unique solutions, integrations, and ancillary opportunities to prioritize client retention

Provides educational marketing and training to specified firms, as well as Account specific training to internal sales partners, to ensure firm clients obtain full, consistent value from Paychex. Ensures Service Level Agreements are met.

Develops and maintains advanced technical knowledge of Paychex systems, product offerings, and processes, as well as industry and account specific knowledge, to act as subject matter expert for specified firms

Completes, review, and submits accurate new business paperwork as required to onboard clients, forecasts accurate sales results, weekly activity, product and account level, and expense reports by agreed upon dates set by Business Development Management to provide accurate analysis of activity and sales results for specified firms