Transition Strategy Partner

Hiring

Boston
Austin
Philadelphia

What You Will Do

• Partner with Sales Consultants and prospects beginning in the sales process through completion of customer onboarding
• Project manage 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
• Performs other duties as assigned

Complies with all policies and standards

Education Qualifications

• Bachelor's Degree or 5+ years of equivalent work experience preferred

Experience Qualifications

• 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 details (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 clean, pleasant, and comfortable office or home setting.

Salary Range

$34.04 to $76.56

Additional Information

• Please click the following link for detailed information about our benefits offerings: https://www.trinet.com/documents/blt5b61a1040aae1904
• TriNet is an Equal Opportunity Employer and does not discriminate against applicants based on race, religion, color, disability, medical condition, legally protected genetic information, national origin, gender, sexual orientation, marital status, gender identity or expression, sex (including pregnancy, childbirth or related medical conditions), age, veteran status or other legally protected characteristics.