Sales Planning & Operations Manager - CPA Channel

Overview
Leads the planning and execution of Strategic Initiatives for Sales, as approved by the Sr. VP of Sales and Division VPs. Accountable for execution and outcomes of key Divisional Sales Initiatives and for driving performance against established Divisional KPIs. Responsible for matrix team management on all key Divisional Strategic Sales Initiatives.

Responsibilities

Coordinates a collaborative functional matrix team of internal sales support and internal corporate partners to execute on Divisional key sales initiatives and strategies.

Analyze KPIs on all key sales execution initiatives and strategies to measure progress to performance against defined success criteria and diagnose areas of opportunity.

Consults and assists Senior Leadership on the implementation of measures to drive performance through improved sales processes, reinforcement methods and compensation enhancements.

Provide guidance and recommendations for strategy planning through assessment of sales methodologies, internal/external data-driven insights and competitive intelligence and positioning.

Optimize sales coverage and distribution through sales territory assessment, distribution and growth forecasting.

Partner with HROD, in the acquisition of and retention of top talent through compensation, incentive programs, recruitment strategies, onboarding excellence, and sales training

Consults and assists with Senior Leadership on recommended policy improvements, procedures and best practices aligned to the Paychex values and future state vision

Inspects and enforces sales policy, process methodology and performance conditions

Collaborates with internal partners to build business cases for recommended changes from Senior Leadership

Collaborates with Sales Enablement to explore operational excellence tools to optimize business process performance.

Coordinates and monitors sales activities to ensure standardization and compliance with Corporate and divisional practices. Identifies opportunities for continuous improvement in sales processes & procedures

Conduct DSM round tables, office hour meetings with first year DSMs and best practices discussions.

Analyze districts, using data to identify trends and areas of opportunity in the DSM management operations - 1:1 cadences, field/seat ride schedules, district dashboard utilization and application, team meeting agendas, topics and coordination of monthly rep training schedules.

Qualifications

Bachelor's Degree - Preferred

3 years of experience in Management/sales with a thorough knowledge of Sales and expert knowledge of Human Capital Management of Human Resource Outsourcing offerings.

1 year of experience in Leading a matrix team and/or project management.

Sales - Preferred

Management - Preferred

Budgeting - Preferred

Leadership - Preferred

Business Administration - Preferred

Sales Management - Preferred

Marketing - Preferred

Auditing - Preferred

Expense Reports - Preferred

Product Lining - Preferred

Accounting - Preferred

Business To Business - Preferred

Selling Techniques - Preferred

Business Development - Preferred

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