Identifies sales opportunities, completes the sales process, and develops key relationships for core payroll acquisitions.
Achieves assigned individual and team acquisition targets.
Hunting and securing relationships with new non referring firms. Utilizing a waterfall approach including Acquision, Hosting and revenue share
Develops strong relationships with dynamic list of up to 300 identified companies, CPA firms, and independent payroll providers to acquire their payroll. Initiates the sales process and carries it thru to close.
Identifies and conducts regular status and strategy meetings with acquisition prospects to understand their needs and link those needs to Paychex products and services.
Drives acquisition revenue from companies that are currently processing client payroll, either independently or with an established competitor.
Works with finance to understand and apply the strategy and financial acumen behind acquisitions. Independently negotiates terms and pricing in accordance with Paychex business objectives, to secure acquisitions
Educate ZMs, DSMS and Field Sales Reps on Accountant Channel GTM Stargety, programs and inititivies
Educates district sales representatives on the acquisition sales process to encourage lead generation.
Works with field leadership and marketing to develop acquisition programs and best practices.
Coordinates field events with potential acquisitions to build relationships and promote Paychex sales initiatives.
Supports Marketing at planned Accountant Events
Delivers high-quality, responsive sales support on requests for information to assist in closing the sale.
Builds and maintains relationships with Accountants to increase referrals of new clients and create awareness and demand for additional products and services
Understanding, articulating and communicating monthly initiatives and GTM stragety for assigned territority
Enhanced oversight on activity sales rep avitivity standards and metrics for assigned territority
Explore and expand understanding of all Accountant programs and resources (example - AHQ, AKC, CPE Seminars, Prescriptive, Persona)