This position is at the forefront of the Agency Insurance strategy and is expected to play a leadership role in its ongoing success, including driving the Agency Insurance strategy across Paychex's historic business lines. This role requires a strategic problem-solver who is an effective influencer with a high degree of business acumen and industry knowledge. The role supports business efforts to anticipate the future of the industry and develop strategic options to position Agency Insurance for success in a rapidly changing world, and translates that foresight into multi-year strategies and annual strategic plans. The person in this role will effectively manage several projects and bridge strategy to realization through planning, internal consulting, and thought partnership across the business to produce sustainable results that educate the market, meet client needs, and achieve our strategic objectives.

• Act as trusted advisor to the Agency Insurance Leadership team and key stakeholders cross-functionally to provide an informed, analytical perspective on business challenges and opportunities, and develop multi-year plans that contribute to overall corporate strategy; serve as a thought leader in business planning and actionable strategy development as well as an example of open and transparent partnership across functional groups.
• Works with Paychex Sales and Service Strategy and Operations Teams to leverage synergies with other Paychex business lines to drive revenue growth and efficiency improvement. Participation in Sales Strategy and Operations Team organizational cadence to drive alignment.
• Oversee and often perform deep analysis to provide recommendations regarding the business model structure, industry and client trends, brand and offering positioning, market opportunity, and competitive intelligence.
• Delivers strategic analysis and overall strategy consulting projects to define strategic options and facilitate strategic decision making.
• Conduct regular research on industry trends, competitive landscape, disruptors, etc.. in order to provide thought leadership and strategic understanding of the Agency Insurance/HCM industry to key business stakeholders.
• Facilitate the ongoing evaluation of strategy realization by identifying key indicators of success and measurement plans for strategic initiatives and effective measurement of progress against goals.
• Drives continuous process improvement within the sales and service organizations to increase efficiency and effectiveness of processes and procedures.
• Provides leadership and guidance in dealing with obstacles and opposition to change. Act as a “Change Agent” to systematically drive and implement process changes throughout the business.
• Equips the organization with operational excellence tools and practices to improve and optimize business process performance.
• Analyzes trends and provides proactive recommendations for continuous improvement.
• Conducts independent assessments of key processes and supporting technologies to identify and/or quantify opportunities to improve process effectiveness and/or enhance technology.
• Functions as the primary Paychex Insurance Agency point of contact for the Company’s P&C and H&B carriers. Maintains a deep understanding of market level insights. Accountabilities include new business development, contract, and compensation negotiations.
• Directs carrier strategy as it pertains to commission, relationships, IT funding, automation of transactions and the execution of Market Team priorities.

• 8–12+ years in sales strategy/operations, sales leadership, business operations, or management consulting.
• Executive presence and influence; skilled at conflict resolution and balancing speed with governance
• People leadership experience - hiring, coaching, and developing high-performing operators; comfort operating with urgency during close cycles
• Proven success in GTM design, strategic planning, and change management within complex organizations.
• Cross-functional program leadership with ability to orchestrate planning, enablement, analytics, systems, finance, and partner motions end-to-end with measurable outcomes
• Deep understanding of HCM, PEO, or SaaS/HR consulting industries.
• Analytical and financial acumen
• Direct experience in sales or sales leadership (e.g., leading a team, owning a quota) preferred.
• Education: Bachelor's required; MBA preferred

• 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.

Paychex is an equal opportunity employer. We are committed to fostering a respectful and inclusive workplace where all individuals are treated fairly and evaluated based on their qualifications, experience, and merit. We comply with all applicable federal, state, and local laws prohibiting discrimination in employment.