• Coordinate 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.• Consult and assist Sr 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.• Consult and assist with Sr Leadership on recommended policy improvements, procedures and best practices aligned to the Paychex values and future state vision.• Inspect and enforce sales policy, process methodology and performance conditions.• Collaborate with internal partners to build business cases for recommended changes from Sr Leadership.• Collaborate with Sales Enablement to explore operational excellence tools to optimize business process performance.• Coordinate and monitor sales activities to ensure standardization and compliance with Corporate and divisional practices. Identifies opportunities for continuous improvement in sales processes & procedures

• Determine training needs within the designated business units through creation of needs assessment and project scope. Manage multiple training programs and projects simultaneously.• Lead responsible for the development, maintenance and delivery of ILT and VLT training programs, agendas, lesson plans and curriculum, that align with activity metrics and drive performance ROI.• Collaborate with Sr leadership, Project Managers, Functional Managers and Learning Designers to gain consensus on learning output and training approach for the business.• Ensure integration of new company products, systems and technologies into training programs based on the needs of the participants and business goals.• Apply measurement metrics to training and analyze to ensure consistent ROI of programs. • Maintain field presence, observe employee performance and provide feedback to management on areas of learning opportunities post training.

• Responsible for retaining a book of business along with on boarding new clients, annually renewing existing clients and expanding revenue.• Recruits, selects, hires and evaluates performance of personnel, both locally and remotely, to ensure all department needs are handled appropriately. • Researches and proposes enhancements to existing products’ and operational processes to create efficiencies.• Reviews business processes to ensure accuracy, efficiency in productivity measures and adherence.• Required to meet budget projections through labor expense and administrative expense controls.• Develops and maintains relationships with both external and internal partners to ensure optimal service.• Maintains and fosters carrier relationships, including General Agents, to ensure prompt and efficient service.• Maintains compliance with state, federal and insurance carrier guidelines.

• Supervise Agency Specialists in all aspects of Paychex Insurance Agency product processing; schedule work hours and assist in the development of procedures and process enhancements.• Responsible for the personal and corporate development of staff to include: coaching, counseling, ongoing training, providing disciplinary actions and employee performance evaluations.• Communicate team and individual expectations to staff to ensure team is operating at full potential.• Monitor phone queue volume and coverage to measure team’s progress on a daily basis.• Report statistical information to management on a daily and monthly basis.• Handle escalated issues from internal and external partners. • Develop and maintain relationships with Premier, Payroll, Operations, Accounting, Agency Compliance, Paychex Legal, as well as other HRS and Agency Departments. • Recruiting, selecting, hiring, and planning of training of new staff.

Held various service positions within the COBRA and Billing and Reconciliation departments.