Account Executive – SMB Solutions

THE COMPANY

Our client is a well-established national provider of payroll, HR technology, and workforce management solutions for small businesses. The company helps business owners streamline payroll, compliance, onboarding, benefits administration, and employee management through innovative technology and consultative expertise.

This is an opportunity to join a highly regarded organization known for its robust training programs, career advancement opportunities, and strong history of promoting top-performing sales professionals from within.

THE ROLE

The Channel Sales Associate is responsible for generating new business through CPA referral partnerships and direct outreach to small business owners.

This position blends relationship management, prospecting, field sales, and consultative selling. The ideal candidate will partner with CPA firms and local business owners to identify payroll and HR solutions that enhance efficiency and support long-term business success.

This hybrid, field-based role requires excellent communication skills, professionalism, and the ability to thrive in a fast-paced sales environment.

Responsibilities

• Build and maintain relationships with CPA referral partners
• Generate and cultivate new business opportunities
• Conduct both in-person and virtual client meetings
• Present payroll and HR technology solutions
• Prospect within an assigned territory
• Maintain pipeline activity and forecasting in Salesforce
• Track sales activity and achieve performance goals
• Develop strong relationships with small business owners
• Partner with internal teams to ensure successful onboarding and client satisfaction
• Stay informed on product updates and industry developments

THE QUALIFICATIONS

Required Qualifications

• 1–2 years of B2B sales experience preferred
• Experience working toward sales quotas
• Comfortable prospecting and creating new business opportunities
• Strong communication and relationship-building abilities
• Valid driver's license and reliable transportation
• Comfortable in a field-based sales role

Preferred Qualifications

• Experience in SaaS, payroll, HCM, staffing, telecom, merchant services, insurance, or banking
• Experience using CRM platforms, including Salesforce
• Recent graduates of sales-focused programs are encouraged to apply
• Strong presentation skills and professional presence

THE BENEFITS

• $57,000 base salary
• $30,000 target variable compensation at 100% quota attainment
• Approximately $500/month vehicle and mobile phone reimbursement after training
• Hybrid work environment
• Comprehensive onboarding and sales training
• Clear career advancement opportunities
• Comprehensive healthcare coverage
• 401(k) with employer contributions
• Paid time off and company-recognized holidays

Skills

Business-to-Business (B2B), Certified Public Accountant (CPA), Channel Sales, Communication Skills, Compensation and Benefits, Consultative Sales, Customer Relationship Management (CRM), Customer Satisfaction, Driver's License, Field Sales, Forecasting, Health Plan, Meet Sales Quota, Onboarding, Relationship Management, Sales, Sales Management, Sales Pipeline, Sales Prospecting, Salesforce.com, Small Business, Technical Leadership, Training Program, Workforce Management

About the Company

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