Miguel Trujillo

• Schedule appointments and visits with assigned bank branches to educate bankers on Paychex services to extract referrals.
• Meet with prospects via phone, email, and in-person to gather information to design and customize their HCM solution.
• Develop and maintain relationships with Bankers to increase sales revenue.

*Member of Zone Leadership committee that helps train future DSM by tasking them with Zone and District activities, leading District meetings and gathering forecasts to report to Zone Manager.

*Finished 145% in FY23

* 101% to plan as of April FY24

• Support sales management plans by building strategies, proposals, and forecasts.
• Showcase Paychex Flex software via demo presentation to highlight one cloud-based, full integration platform for all things payroll and HR.
• Collaborate with the implentation and operations team to ensure a smooth transition and world-class onboarding experience for the client.
• Use Salesforce to document sales calls, customer interactions, manage pipeline, and completed sales.
• Upsell existing clients by matching their needs with tailored bundled service's upgrades or referring them to internal/external partners.
• Create value-driven interest by addressing small business challenges in customer meetings and presentations with market research, product knowledge, and services.
• Partner with Accountants and Banks/Credit Unions to build existing partnerships and generate new clients.

• Responded to all internet customer requests with goal 5 minute turnaround for all initial correspondence
• Negotiate pricing and contract terms to close favorable and profitable deals
• Kept team organized with efficient master calendar of appointments covering existing and potential customers
• Managed entire buying process, fielding questions, coordinating appointments, and following up after completed sales
• Tracked performance with CDK, CRM, monitoring sales and identifying trends
• Maintained consistently high customer satisfaction ratings through proactive service management strategies.
• GM Mark of Excellence Winner 2018-2020
• Generated over $900,000 in sales

• Responded to inquiries from potential customers via email and telephone.
• Managed sales negotiations and financing options.
• Worked with customers and sales management to reach price agreements and explain warranty, sales and option package procedures.
• Met incoming customers at door to guide through showroom and sales lot.
• Consistently exceeded quotas by pursuing and closing sales.

• Maintained clear and safe workspace areas to meet OSHA standards.
• Identified problems during daily work inspections and addressed concerns.
• Followed correct procedures for handling, transporting and disposing of new and recycled materials.
• Coordinated product, tool and equipment inventories and maintained tracking records.