Relationship Manager - PEO

Paychex is reimagining how businesses manage their workforce by bringing payroll, HR, benefits, and advisory services together into a single connected HCM platform. As Paychex and Paycor come together, we're combining innovative technology, data-driven insights, AI, and human expertise to help organizations work smarter, support their people, and achieve better business outcomes. This is an exciting time to join our team as we continue to invest in innovation, simplify client experiences, and shape the future of work.

At Paychex, you'll have the opportunity to grow your career, make a meaningful impact, and be part of something bigger as One Paychex.

Develops and maintains positive relationships for our top tier clients through effective collaboration with internal Paychex Operational departments and any vendors that supply our clients with services. Acts as the key advocate and fosters efficiencies and revenue growth within the client relationship. Advocates for the client deliverables and drives the business results and Paychex strategy for their clients. Facilitates the management and strategic service of their assigned accounts.

• Proactively builds and maintains strong, trust-based relationships with key client stakeholders by understnaring their business objectives and strategic goals. Services as a consultative partner, delivering tailored recommendations and advisory services to drive client success and maximize utilization of Paychex Solutions. Demonstrates adaptability, strong communication and effective time management to prioritize client needs, deliver high-quality service, and support retention and growth.
• Drive Customer Revenue growth by identifying upsell/crossell opportunities for Paychex products and solutions and sending referrals to internal partners.
• Responds to client communication (phone, emails) in a timely, professional manner to resolve escalated issues, including payroll and ancillary product matters, “how-to” product inquiries, training needs and system issues.
• Identifies and analyzes major trends or issues and assumes responsibility for resolution or escalation to management to ensure ongoing client satisfaction and revenue retention.
• This is a hybrid role that requires a combination of remote work and local travel. Candidates must reside within the designated territory they will cover. The role involves: remote work on designated office days (e.g., administrative tasks, virtual meetings). Travel to client sites within the assigned territory for in-person meetings and service delivery. Applicants must have reliable transportation and be comfortable managing their schedule to accommodate both remote and on-site responsibilities.
• Conducts client visits for current clients, both for clients experiencing difficulties or upon client request, to maintain and/or strengthen client relationships.
• Serves as coordination and communication channel lead for internal Paychex departments. Acts as liaison to resolve client issues regarding payroll and ancillary products to ensure client satisfaction and profitability requirements.
• Provides clients and management team with regular reporting, communication and status updates to ensure client satisfaction. Positions the appropriate management and executive Paychex staff with key stakeholders at the assigned client’s business.
• Analyzes data to identify present and future performance gaps and trends; translates gaps and organizational needs into an action plan. Identifies needs that can be met through Paychex offerings and those that require alternative approaches or process improvements.
• Plans, coordinates and implements client activities and strategic programs for Paychex. Partners with sales, training departments, internal departments and operations to ensure client satisfaction and education on our products.
• Maintains knowledge of industries, relevant systems and Paychex product offerings, as well as changes in federal, state, and local wage tax law and policies to ensure Paychex products meet the needs of the client.

• Bachelor's Degree - Preferred
• 2 years of experience in Account Management.
• 4 years of…