Sales Consultant - CPA

Job overview

The Sales Consultant - CPA is an onsite role based in Atlanta, GA. Compensation is not specified for this position, which supports the sales department. This role consults with businesses by leveraging referral channels and partnerships to educate stakeholders on services and provide consultative solutions to increase market share and drive revenue.

What you'll do

• Achieve unit and revenue expectations.
• Create, manage, and advance accounts, leads, and opportunities in the CRM system.
• Collaborate with key referral sources, including Accountants, Banks, and existing clients.
• Schedule and conduct meetings with existing and new channel accounts.
• Leverage the Go-to-Market Sales Strategy to identify customer needs.
• Develop sales skills and maintain a comprehensive understanding of the product offering.
• Collect, complete, and submit all necessary paperwork for new sales.
• Address and escalate client concerns to service partners.
• Travel for purposes of visiting channel partners and attending training.

What we're looking for

Skills & competencies

full-time

day shift

atlanta ga

paychex

cpa

bank partnerships

b2b sales

consultative sales

crm

sales

Work arrangement

• Weekend coverage required

Benefits & perks

• Medical coverage, virtual wellness classes, tuition reimbursement, 401(k) with employer match, adoption assistance, financial assistance, and professional development programs.

Why this role

Focuses on CPA and bank referral channels.

About the employer

Paychex is hiring for this role. Industry: Engineering Services. Sector: 54.