Ken Karagiorgas

• Generate new business in designated territory.
• Analysis, planning and implementation of products and services targeting client needs.
• Be a student of the industry knowledgeable of new products and services as well as Broker practices and trends.
• Meets or exceeds monthly and quarterly sales quota.
• Oversee renewal proposals and processes for current clients.
• Prepare executive summaries for client presentations.
• Schedules ongoing meetings with clients to address questions and concerns during implementation.
• Data collection to provide guidance and direction on product and services, marketing and sales, and other areas related to general business.
• Develop lead generation and utilize CRM (Salesforce) to track activity.
• Prepare executive summaries for client presentations.
• Take ownership for the accuracy, timeliness and efficiency of all services for assigned clients.
• Attend monthly consulting meetings and offer training and coaching for staff.

• Identify potential clients in the higher employee band and more complex end of the midmarket space through prospecting and referrals, and while leveraging tools and technology.
• Consult with potential clients to determine the optimal solutions to solve business challenges and accommodate specific business needs.
• Call on potential clients in person and by phone to present Paycor products and services.
• Develop and maintain excellent relationships with assigned referral sources.
• Ownership of individual accurate monthly and quarterly forecast.
• Analyze current practices of potential clients and identify additional sales opportunities.
• Meet or exceed agreed upon sales activity and sales targets.
• Assist in the conversion process for new clients, including submission of complete paperwork for new clients and the successful processing of the initial payroll.
• Work closely with Client Services staff to achieve client satisfaction.
• Record all sales activity and results in SFDC in a timely manner, preferably daily.
• Work closely with Client Services and Implementation team to support effective new client implementation and transition.
• Complete regular reports as required, including CRM updates.
• On an as needed basis, assist RSD in the development of less experienced Sales Executives.
• Demonstrate a strong work ethic and regular attendance.
• Maintain ethical business practices.
• Other duties as assigned

Market and provide our suite of services by networking and serving the accounting community, banks and current clients to acquire new partners and increase our client base.

Schedule appointments with prospective partners and clients utilizing multiple communication channels (phone, email, marketing campaigns, door to door).

Develop relationships with potential and current referral sources, gaining referrals to prospective clients.

Develop rapport and evaluate the business owner/decision maker’s Human Capital Management needs, determining which products are appropriate and referring to internal and external partners as needed.

Project a positive image consistent with our values in representing Paychex to clients and the community.

Strive to consistently gain technical, competitive and sales skills knowledge.

• Met with customers to assess needs, financial status and eligibility.
• Managed finances and overall business direction through solutions-oriented problem-solving.
• Created and Implemented business and marketing plans to drive growth.
• Worked closely with clients to determine goals and recommend appropriate services to maintain long-term relationships with account holders.