Channel Sales Associate - Bank

Paychex • Indianapolis, IN • 1d ago

Imagine Your Future with Us! Since 1971, Paychex has been at the forefront of simplifying HR, payroll, and benefits for American businesses. Our digital HR technology and advisory solutions cater to the changing needs of employers and their employees. With our award-winning training and endless opportunities for growth and development, you can build a lifelong career with us. We pride ourselves on fostering an inclusive and innovative culture. Our leaders are here to support your career journey; they and our dedicated employees embody the values that drive us to support each other, our clients, and our communities. Join us to pursue your passion and unleash your potential.

Overview

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.

Responsibilities

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.

Leverage the Go-to-Market Sales Strategy to identify customers' needs and present the Paychex solution to key stakeholders and decision makers in accordance with the client's preference on in person or virtual interaction to increase revenue and market share.

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.

Qualifications

H.S. Diploma - Required

Bachelor's Degree - Preferred

2 years of experience in Sales.

2 years of experience in B2B Sales.

Valid Driver's License - Required

Live the Paychex Values

Act with uncompromising integrity.

Provide outstanding service and build trusted relationships.

Drive innovation in our products and services and continually improve our processes.

Work in partnership and support each other.

Be personally accountable and deliver on commitments.

Treat each other with respect and dignity.

What's in it for you?

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.

Not sure if you meet every requirement?

At Paychex, we know that great talent comes in many forms. If you're passionate about the role but don't check every box, we still encourage you to apply. You might be the right fit - either for this position or another opportunity with us.

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.

Paychex

Go to Apply

Share this job

Similar Jobs

Mgr Finance

Canon USA & Affiliates • Indianapolis, IN • 2h ago

Finance, Accounting & Banking

Mgr Finance - req1504 OVERVIEW Manage budgeting and financial analysis process for assigned business units (full line and region level or ultrasound and corporate.) Acts as primary contact for most financial matters. RES...

2h ago

Go to Apply

Accounting Associate

Robert Half • Carmel, IN • 5h ago

Finance, Accounting & Banking

Description We're hiring on behalf of our client, a well established leader in the financial services industry, for an Accounting Clerk position. This is a contract-to-hire role fully in-office at their Carmel location,...

5h ago

Go to Apply

Senior Relationship Banker Preferred Banking

City National Bank • Indianapolis, IN • 5h ago

Finance, Accounting & Banking

SENIOR RELATIONSHIP BANKER PREFERRED BANKING WHAT IS THE OPPORTUNITY? responsible for contributing to overall branch sales efforts, maintaining best in class service levels for their branch, and assisting with the operat...

5h ago

Go to Apply

Advisor, Finance Operations

Cardinal Health • Indianapolis, IN • 1d ago

Finance, Accounting & Banking

What Finance Operations contributes to Cardinal Health Finance oversees the accounting, tax, financial plans and policies of the organization, establishes and maintains fiscal controls, prepares and interprets financial...

1d ago

Go to Apply

Accounting Operations Director

State of Indiana • Indianapolis, IN • 1d ago

Finance, Accounting & Banking

Accounting Operations Director Date Posted: Aug 4, 2025 Requisition ID: 463397 Location: Indianapolis, IN, US, 46204 Work for Indiana Begin a fulfilling career with the State of Indiana by joining one of the largest empl...

1d ago

Go to Apply

Financial Accountant

State of Indiana • Indianapolis, IN • 1d ago

Finance, Accounting & Banking

Financial Accountant Date Posted: Aug 4, 2025 Requisition ID: 463658 Location: Indianapolis, IN, US, 46204 Work for Indiana Begin a fulfilling career with the State of Indiana by joining one of the largest employers in t...

1d ago

Go to Apply

Accounts Receivable Supervisor

ISC2 • Indianapolis, IN • 1d ago

Finance, Accounting & Banking

Overview Your Future. Secured. ISC2 is a force for good. As the world's leading nonprofit member organization for cybersecurity professionals, our core values - Integrity, Advocacy, Commitment, Diversity, Equity & In...

1d ago

Go to Apply

CRA Mortgage Loan Officer

Fifth Third Bank, N.A. • Indianapolis, IN • 1d ago

Finance, Accounting & Banking

Make banking a Fifth Third better® We connect great people to great opportunities. Are you ready to take the next step? Discover a career in banking at Fifth Third Bank. GENERAL FUNCTION: Performs a wide range of duties...

1d ago

Go to Apply

Tax Accounting Senior Manager

Accenture • Carmel, IN • 2d ago

Finance, Accounting & Banking

This Tax Accounting Tax Senior Manager will report to the Managing Director, Global Tax Accounting, the Senior Manager, Tax Accounting will manage the Company's technical tax accounting function, which is responsible for...

2d ago

Go to Apply

Mortgage Loan Oversight Specialist

City National Bank • Indianapolis, IN • 2d ago

Finance, Accounting & Banking

COMMAND CENTER SPECIALIST WHAT IS THE OPPORTUNITY? The Command Center Specialist will monitor production, quality, and timeliness of workflow of Residential Mortgage Loans. This includes analyze departmental workflow, im...

2d ago

Go to Apply

Subscribe to get new jobs sent directly to you
(no charge, cancel anytime)

This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.