Tracy Hart Email & Phone Number

Canandaigua, Ny, Us

-Build and manage enablement and training programming for the GTM organization across all segments of the organization (Enterprise, Mid Market, SMB) and all teams (Sales, SDRs, Partner Success,. Onboarding) to maximize performance against targets and improve efficiency.-Partner closely with sales and other cross functional teams (product, marketing, legal, compliance) to identify opportunities and actively participate in new product/process releases, evolving all enablement support as we test and grow.-Collaborate with business partners to anticipate and scope upcoming events and needs-Deliver training (virtual, in-person, 1:1, LMS ) related to new hire onboarding, product knowledge, Hubspot processes, rules of engagement, new initiatives, relevant tech stack.-Create sales and product certification programs and build MVP training content -Track and Measure usage and efficiency of programs enhancing and scaling and pilots graduate to ongoing priorities.

-Works closely with the sales management and executives of assigned field sales organizations to understand business requirements, conduct gap analysis, and develop necessary solutions/programs to improve the skills in the required areas to drive more revenue.-Drives and manages Sales Enablement sales teams within the United States and Canada. -Coaches sales reps to improve their overall skills and performance.-Works closely with marketing and other organizations to ensure messaging is relevant for sales and to ensure all material is ‘field-ready’.- Works closely with sales leadership in coordinating, developing, and delivering relevant sales - specific material for Sales Kick-off, Midyear, and other sales meetings. Virtual and In-person.-Provides support and guidance to new hires.-Communicates with SMEs in the area of products and helps fine tune messaging to ensure it resonates with sales and creates any follow up training and enablement programs to help change behavior and ensure training/messaging holds value.- Responsible for developing collaborative relationships with key business leaders, SMEs and other learning staff to identify learning opportunities.- Responsible for developing high quality materials including participant guides, worksheets, job aides and facilitator manuals to support training initiatives.

-Train the HR Services/PEO and Retirement Services sales divisions starting with an 8 week onboarding training program. -Train participants of all levels in ongoing development and up-skilling with sales skills and product enhancements. -Lead and develop sales new hire training program.-Coach sales representatives in the field on product knowledge and sales skills.-Serve as a product expert guest trainer in other Paychex training programs with cross divisional functionality. -Collaborate with HR Services Sales and Retirement Sales and Operations executives on training focuses and development plans.-Provide feedback to district sales management and senior leaders on participant performance.

-Responsible for ensuring a seamless implementation and transition from prior retirement plan providers to Paychex Retirement Services acting as the liaison for the client, internal partners, and financial advisors.-Responsible for maintaining a high level of knowledge on Retirement plan regulations and the implementation process. -Responsible for continued field knowledge, supporting sales each day, and attending client meetings when applicable. -Provided trainings and ongoing support to sales teams and other internal partners in the field with one on one coaching, zone kick-off training/meeting presentations, and team meetings. -Responsible for reviewing and communicating Retirement Plan Provisions and Paychex TPA services in an effective manner in accordance with IRS and DOL regulations. -Accountable for managing time and skills in order to meet procedure timeframes. -Product expert on projects, driving process enhancements to increase productivity and quality of procedures/tasks-RPF 1 & 2 certified.

-Designated point of contact for an active client base of 150+ high revenue clients for 401(k) and Section 125 plans.-Partnered with both internal and external partners, including various groups in Paychex, Financial Advisors, CPAs, and the Sales Organization, Human Resource Generalists, and prior recordkeepers for newly converted benefit plans. -Proactive education on fiduciary responsibilities, ongoing plan maintenance, and available options offer by Paychex for Retirement Services and S125. -On-Site client visits and travel experience for relationship building and retention purposes.-Organized and conducted team meetings and team building activities. -Participated in focus groups for team and onboarding of new employees. -Developed training plan for new hires within team

-Provided and maintained the highest level of customer service to clients. -Took inbound calls for client requests and questions regarding 401k and Section 125 benefits.-Stayed up to date with industry knowledge and compliance/law changes.