What are the responsibilities and job description for the PEO Sales Operations Coordinator - PST/MST Schedule position at Paychex?
About Us: 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:
Most be able to work Pacific Standard OR Mountain Standard Time.
This position is primarily responsible for partnering with PEO sales for company growth via new business. Point of contact for PEO sales representatives and possible contact with prospects during initial data collection for underwriting, proposal and contracts. Successfully moving clients through underwriting and contractual process, then turnover to implementation while maintaining positive client experience throughout the PEO sales process.
Responsibilities:
- Reconciles all underwriting documents and information and reviews for accuracy; sends one discrepancy email/notice to PEO sales representative (if applicable).
- Interact and work with PEO sales and/or prospects via phone call, email and virtual video communication to obtain necessary underwriting items and approvals
- Prepare contractual documents and benefit worksheets/addendums (if applicable) for prospects.
- Serves as liaison between PEO sales, prospect and internal departments until client is fully transitioned to implementation
- Communicates with PEO sales representatives to collect open discrepancy items for contract complete/revenue recognition
- Work with PEO sales on necessary escalations needed for underwriting, pricing and contracts
- Responsible for effective working relationship with prospects, PEO sales and internal departments
- Responds to prospects, PEO sales and all other departments and inquiries within SLA of 24 hours
- Responsible to keep management informed in area activities of any significant concerns.
- Performs other duties and special projects as assigned.
- H.S. Diploma - Required
- Associate's Degree - Preferred
- Bachelor's Degree - Preferred
- 2 years of experience in Sales Support or Sales Analyst Role.
- 2 years of experience in PEO Knowledge.
- Microsoft Office - MS Excel Proficiency Required
- Self-Motivation - Required
- Business Acumen - Required
- Sales Process - Required
- Detail Oriented - Required
- Interpersonal Communications - Required
- 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.
- 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. We are committed to fostering a respectful and inclusive workplace where all individuals are treated fairly and evaluated based on their qualifications, experience, and merit. We comply with all applicable federal, state, and local laws prohibiting discrimination in employment.
Salary : $80,000