Paychex

Sr Director, Central Channel

Paychex • $150K — $180K *
Tempe, AZ 85281In-Person
Finance & Insurance
11 - 15 years of experience
Today
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Job Overview by Ladders

Qualifications

  • Bachelor's Degree preferred
  • 15 years of sales experience
  • 7 years in a leadership role
  • Comfortable with 50% travel

Responsibilities

  • Oversee development of referral channel strategy for CPA and bank channels
  • Identify growth opportunities and set financial goals
  • Allocate resources effectively across channel teams
  • Collaborate with internal teams and external stakeholders
  • Establish KPIs to measure referral channel success
  • Regularly analyze performance data and report insights
  • Ensure compliance with regulatory requirements

Benefits

  • Over 21 comprehensive rewards including medical coverage and virtual wellness classes
  • Paid time off, company holidays, and comprehensive work-life balance programs
  • Award-winning training and development opportunities
  • Company culture that values diversity and employee perspectives
  • Paid time off for volunteerism and community initiatives
Full Job Description
Overview

The Central Channel Leader will drive the development and execution of a comprehensive referral channel strategy and manage resource allocation to maximize growth across CPA and Bank channels. In particular, this role requires familiarity and expertise with the CPA channel, especially in driving new referral partnerships and increasing share of wallet with existing referral partners. This role requires collaboration with key internal and external stakeholders on priority channel topics and initiatives.

Responsibilities

  • 1. Oversee Referral Channel Strategy: • Oversee and enable the development of a comprehensive referral channel strategy for CPA and bank channels. • Identify growth opportunities and set in-year and multi-year financial goals across CPA and bank channels. • Ensure alignment of the referral strategy with overall business objectives.
  • 2. Resource Allocation and Management: • Allocate resources across central channel teams effectively to maximize growth across different referral channels and segments. • Monitor and adjust resource distribution based on overall channel performance and strategic priorities. • Ensure optimal utilization of the budget and other resources to achieve channel goals. • Provide input and support into Market Team resource allocation with regards to referral / advisor channel priorities (e.g., strategic priorities and financial targets related to channel for each market team)
  • 3. Stakeholder Collaboration: • Collaborate internally with market teams and business units to ensure cohesive execution of referral channel strategies. • Engage with external stakeholders (e.g., partners, industry groups) to foster strong relationships and advocate for channel initiatives. • Lead cross-functional teams on priority channel projects and initiatives.
  • 4. Performance Monitoring and Reporting: • Establish KPIs and metrics to measure the success of referral channel strategies. • Regularly review and analyze channel performance data to identify trends and areas for improvement. • Report on channel performance to senior leadership, providing insights and recommendations for optimization.
  • 5. Compliance and Risk Management: • Ensure all referral activities comply with regulatory requirements and company policies. • Identify and mitigate risks associated with channel operations. • Implement best practices for ethical and compliant referral channel management.

Qualifications

  • Bachelor's Degree - Preferred
  • 15 years of sales experience,.
  • 7 years in a leadership role.
  • Be comfortable with traveling approximately 50% of the time.


Live the Paychex Values

  • 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.

    • What's in it for you?

    • 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.

      • Note: The benefits described apply to full-time employees. Benefits for part-time, contract, and intern roles may vary.

      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.

    About Paychex

    Paychex, Inc. is a leading provider of integrated human capital management solutions for payroll, benefits, human resources, and insurance services. By combining its innovative software-as-a-service technology and mobility platform with dedicated, personal service, Paychex empowers small- and medium-sized business owners to focus on the growth and management of their business. Paychex is headquartered in Rochester, New York and has more than 100 locations across the United States and Europe.
    Learn more about Paychex
    Size
    15,000 employees
    Market Cap
    $40.1 billion
    Industry
    Business Services
    Net Income
    $1 billion
    Founded
    1971
    5 Year Trend
    +7.9%
    Revenue
    $3.9 billion
    NASDAQ
    PAYX
    * Ladders Estimates

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