Work with assigned bank partners to earn business referrals and sell Paychex products and services to prospects with 1-49 employees to achieve revenue results.

• Responsible for meeting unit and revenue expectations.
• Presents Paychex products and services in-person to final decision makers and end users within assigned territory and client size to achieve unit and revenue goals.
• Schedules appointments and visits assigned bank branches to secure referrals.
• Presents to bank partners on Paychex products and services to educate and to build value in the partnership.
• Analyzes the customer needs and interests to determine which products are appropriate and refers to appropriate party when necessary.
• Expedites the resolution of customer problems or complaints to the appropriate channels to ensure client satisfaction.
• Completes and submits accurate new business paperwork, expense reports, and weekly activity reports by agreed upon dates set by Sales management to assist with forecasting.
• Works with bank partners to identify business account holders who would be a good fit for Paychex’s services and calls on those account holders with bank partners.
• Partner with other sales divisions on “team selling” approach for any referrals over 49 employees to increase client/prospect experience and increase revenue results.

• H.S. Diploma - Required
• Bachelor's Degree - Preferred
• 1-2 years of B2B experience in relevant sales/marketing capacity preferred
• Valid Driver's License Required

• We value your well-being: We provide over 21 comprehensive rewards, including medical coverage, virtual wellness classes, tuition reimbursement, 401(k) + employer match, adoption assistance, financial assistance, and much more.
• We value your time: From paid time off to company holidays, culture days, and comprehensive work-life balance programs, we will ensure you have the flexibility you need to be your best.
• We value your development: Our award-winning training and development programs empower our employees with ongoing learning opportunities to give you the building blocks to grow your career.
• We value your perspective: Our company culture reflects the diversity of our employees. We want you to be you and your voice to be heard.
• We value our communities: We offer paid time off for volunteerism and promote many company-wide and local initiatives that benefit organizations you care about.




Paychex is an equal opportunity employer that fosters a workplace culture of Diversity, Equity, & Inclusion. Our valued employees and commitment to DEI are the essence of our internal and external success.