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About the Role
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.
Responsibilities
- Partner with Sales Consultants and prospects from the sales process through customer onboarding completion, 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.
- Performs other duties as assigned.
- Complies with all policies and standards.
Requirements
- 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.
- Be available to travel to market assigned client locations up to 50% of the time.
Skills
- Solid knowledge and understanding of state and federal employment laws in Payroll and Leaves.
- Strong consultative, critical thinking, and organizational skills.
- Demonstrates ownership mindset.
- Excellent interpersonal, verbal, written, presentation, and facilitation skills.
- Strong business acumen with the ability to analyze data, perform pricing calculations, and support decision-making.
- Demonstrated strength in issue management, customer advocacy, problem solving, and relationship building.
- Ability to work effectively in a fast-paced, evolving environment while managing multiple priorities.
- Excellent attention to details.
- Proficient in Microsoft Office Suite.
- Commitment to professional ethics, collaboration, and a diverse workplace.
Location
- New York
- Austin
- Denver
- Phoenix
- Irvine
- San Diego
- Miami
- Charlotte
- Raleigh
- Dallas
- Austin, TX
Work Type
- In-office
- Remote
Experience Level
- 3+ years of consultative or account management experience
- 1+ years of Sales Support and/or Implementation experience
Education Level
- Bachelor's Degree
Salary/Compensations
- $34.04 to $68.08
Benefits
- Medical, dental, and vision plans
- Life and disability insurance
- 401(K) savings plan
- Employee stock purchase plan
- Eleven (11) Company observed holidays
- PTO
- Comprehensive leave program
About the Company
- 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 and allowing them to focus on operating and growing their core businesses.
- Our full-service HR solutions include features such as payroll processing, human capital consulting, employment law compliance and employee benefits, including health insurance, retirement plans and workers’ compensation insurance.
- TriNet has a nationwide presence and an experienced executive team.
- Our stock is publicly traded on the NYSE under the ticker symbol TNET.
- If you’re passionate about innovation and making an impact on the large SMB market, come join us as we power our clients’ business success with extraordinary HR.
Equal Opportunity
- 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.
- Any applicant with a mental or physical disability who requires accommodation during the application process should contact recruiting@trinet.com to request such accommodation.