- Paychex (Santa Rosa, CA)
- …leads, and opportunities in company's CRM system (Salesforce) and provide accurate sales activity and forecasts. + Collaborate with key referral sources, including ... education, consultation and to secure referrals to end user sales . + Schedule and conduct meetings with existing and...email campaigns, and corporate marketing programs, as directed by Sales Management. + Leverage the Go-to-Market Sales … more
- Paychex (Anaheim, CA)
- …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 ... weekly activity reports by agreed upon dates set by Sales management to assist with forecasting. + Works with...account holders with bank partners. + Partner with other sales divisions on "team selling" approach for any referrals… more