Transition Strategy Partner

Hiring

The Transition Strategy Partner role is open in Boston, Austin, and 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

The salary range for this role is $34.04 to $76.56.

Additional Information

• A candidate’s final salary offer will be based on the candidate’s skills, education, work location and experience.
• Subject to applicable eligibility requirements, 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, PTO and a comprehensive leave program.
• Please click the following link for detailed information about our benefits offerings: https://www.trinet.com/documents/blt5b61a1040aae1904