Transition Strategy Partner

About the Role

TriNet is a leading provider of comprehensive human resources solutions for small to midsize businesses (SMBs). We enhance business productivity by enabling our clients to outsource their HR function to one strategic partner, allowing them to focus on operating and growing their core businesses. The Transition Strategy Partner serves as a strategic partner across the sales and customer lifecycle, supporting prospects and customers from pre-sale through implementation and transition. This role uncovers and resolves complexities in the sales and onboarding process, partners cross-functionally to remove barriers, and ensures accurate expectations are set for a smooth transition to TriNet. The Transition Strategy Partner plays a critical role in reducing time to close, optimizing solution configuration, and delivering an exceptional client onboarding and transition experience for PEO, ASO, and/or OMS products.

We are hiring for this role in the following cities: New York, Austin, Denver, Phoenix, Irvine, San Diego, Miami, Charlotte, Raleigh, and Dallas.

Responsibilities

• Partner with Sales Consultants and prospects beginning in the sales process through completion of customer onboarding by project managing prospects and clients through all phases of implementation, including planning, system setup, policies and rules, and utilization of additional products and services.
• Analyze prospective clients’ businesses to recommend efficient configurations of TriNet’s solutions, including upsell and identification of utilization opportunities of TriNet's products and services.
• Advocate for customers by identifying gaps through probing questions, troubleshooting, resolving, or advancing issues that may impact implementation or transition success.
• Act as a liaison between customers and internal partners (Sales, Customer Experience, Technical, and Operations teams).
• Maintain detailed knowledge of TriNet’s core products, strategic service offerings, policies, systems, capabilities, and limitations.
• Act as an escalation point during complex onboarding scenarios, collaborating with internal teams to resolve issues and remove blockers.
• Educate customers on critical setup activities, product functionality, and their ongoing responsibilities during and after implementation.
• Proactively engage clients to ensure high service standards and a seamless transition experience.
• Identify opportunities for process improvement and support continuous enhancement of transition and onboarding practices.
• Perform other duties as assigned.
• Comply with all policies and standards.

Qualifications

• Bachelor's Degree or 5+ years of equivalent work experience preferred.
• Typically 3+ years of consultative or account management experience required.
• Typically 1+ years of Sales Support and/or Implementation experience required.

Skills and Abilities

• Solid knowledge and understanding of state and federal employment laws in Payroll and Leaves (Basic proficiency).
• Strong consultative, critical thinking, and organizational skills (Intermediate proficiency).
• Demonstrates ownership mindset (Basic proficiency).
• Excellent interpersonal, verbal, written, presentation, and facilitation skills (Intermediate proficiency).
• Strong business acumen with the ability to analyze data, perform pricing calculations, and support decision-making (Basic proficiency).
• Demonstrated strength in issue management, customer advocacy, problem-solving, and relationship building (Intermediate proficiency).
• Ability to work effectively in a fast-paced, evolving environment while managing multiple priorities (Basic proficiency).
• Excellent attention to detail (Basic proficiency).
• Proficient in Microsoft Office Suite (Basic proficiency).
• Commitment to professional ethics, collaboration, and a diverse workplace (Basic proficiency).

Licenses and Certifications

• Certified Associate in Project Management (CAPM) preferred.
• Certified Payroll Professional (CPP)-APA preferred.
• Portfolio Management Professional (PMP) preferred.
• SPHR or SHRM-SCP preferred.

Travel Requirements

Be available to travel to market-assigned client locations up to 50% of the time.

Work Environment

Work in a clean, pleasant, and comfortable office or home setting. Reasonable accommodations may be made to enable persons with disabilities to perform the essential functions.

Pay

The salary range for this role in Austin, TX is $34.04 to $68.08 per hour. A candidate’s final salary offer will be based on skills, education, work location, and experience. Compensation may also include bonuses consistent with TriNet’s corporate bonus plan.

Benefits

TriNet offers permanent full-time employees a variety of benefits, including:

• Medical, dental, and vision plans.
• Life and disability insurance.
• A 401(K) savings plan.
• An employee stock purchase plan.
• Eleven (11) Company observed holidays.
• Paid time off (PTO).
• A comprehensive leave program.

For detailed information about our benefits offerings, visit TriNet Benefits.