Paychex Health and Benefits National Sales Consultant in Tampa, Florida
Leads the tactical direction for H&B Sales, as approved by the Sr. Director of H&B Sales, by partnering with H&B Sales & Operations and PEO Sales & Operations (Underwriting, HRG's, Training, Strategy, etc.) to ensure that the organization maximizes attachment of either PEO Health or H&B Health while improving the client experience and onboarding to achieve divisional and company financial goals and objectives. Acts as liaison and key resource for both PEO and H&B field sales organization.
Understand and support the needs of PEO and H&B Field Sales teams; assist Sr. Leadership in the development, coordination and implementation of PEO and H&B partnership sales process in all Paychex markets.
Identify effective workflow processes (between teams) designed to promote quick response times and enhance client experience (e.g. quoting, onboarding, etc.)
Develop tracking system for PEO-H&B leads/referrals, quotes and service escalations
Identify and forward upselling and cross-selling opportunities between both sales teams.
Act as escalation resource to resolve partnership issues quickly and effectively
Develop a national communication strategy to enable consistency in best practices for HRS and H&B partnership sales
Modifies training materials and programs as needed; responsible for training the field sales organization on enhancements to processes and procedures.
Work with sales DSM?s on both teams to bridge gaps and better cultivate profitable relationships in local markets
Gain and share solid knowledge of both teams as well as outside competitors per local markets
Promote high-quality sales and customer service processes