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Territory Ready Representative - CPA

Company

Paychex

Location

Simi Valley, California

Posted

June 10, 2026

Position Overview

Overview



Consult with America's businesses, leveraging Paychex key referral channels and partnerships to educate stakeholders on our services, and provide consultative solutions to increase market share and drive revenue.


Responsibilities

  • Achieve unit and revenue expectations.
  • Create, manage, and advance accounts, leads, and opportunities in company’s CRM system (Salesforce) and provide accurate sales activity and forecasts.
  • Collaborate with key referral sources, including Accountants, Banks, and existing Paychex clients, with the goal of education, consultation and to secure referrals to end user sales.
  • Schedule and conduct meetings with existing and new channel accounts through telephone calls, targeted email campaigns, and corporate marketing programs, as directed by Sales Management.
  • Leverage the Go-to-Market Sales Strategy to identify customers’ needs and present ...

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