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Paychex

Payroll processing and human resources solutions

Account Executive - Strategic Accounts

Account ExecutiveConfirmed live in the last 24 hours
Full-timeUnited StatesNo salary listedIn-person

About the Job

Requirements

  • A high school diploma is required.
  • Less than one year of relevant Paychex experience, plus successful completion of required training programs and/or certification by senior sales management.
  • Two years of relevant sales or sales management experience.

Responsibilities

  • Present retirement plan and flexible spending account products and services to final decision makers and end users to close new sales; use the go-to-market sales strategy to identify customer needs and present solutions to stakeholders according to client preferences for in-person or virtual interaction.
  • Schedule appointments and visit potential and current referral sources, particularly financial advisors and the registered investment advisor community, to secure referrals to end users.
  • Prospect by telephone, direct mail, seminars, current client visits, and other local marketing programs directed by Sales management to find new clients and referral sources.
  • Analyze prospects’ needs and interests, determine appropriate products, and refer prospects to the appropriate party when necessary.
  • Resolve client problems or complaints promptly to support client satisfaction and retention.
  • Complete and submit accurate new-business paperwork and expense reports by dates agreed with Sales management; enter prospects, sales, and client notes into Salesforce.com.
  • Represent the company positively to uphold its reputation with clients and the community.
  • Develop technical, competitive, and sales knowledge and skills for lead generation, presentations, and closing; complete SAFE examinations, attend training sessions, and complete self-study modules to prepare to become a Senior Retirement Plan Sales Representative.
  • Travel outside the geographical territory as needed to attend conferences, training sessions, or area, regional, or national meetings.

About the Company

Paychex

Payroll processing and human resources solutions

Paychex provides payroll processing and human capital management (HCM) solutions for small and medium-sized businesses. It offers payroll, HR, benefits, timekeeping, and compliance services through an integrated software and services platform that handles payroll calculations, tax filings, benefits administration, and HR tasks. The company differentiates itself with a long history, evolution from a franchise network to a single public company since 1983, and growth through acquisitions that expanded its technology and services. Its goal is to help small businesses manage their workforce efficiently and affordably across the United States.

Company size
10,001+
Company stage
IPO
Headquarters
Rochester, NY
Founded
1971

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