Client Strategy Partner

Job Description

A Brief Overview
The Client Strategy Partner serves as the strategic relationship consultative HR advisory, and growth-oriented owner for an assigned portfolio of Service Plus clients, driving client retention, revenue protection, renewal success, and growth. As a field-based advisor, the role partners with executives and business leaders to align TriNet's HR, payroll, benefits, compliance, and workforce solutions with client business objectives. Through proactive account management, strategic HR consultation, and executive relationship building, the
Client Strategy Partner delivers value realization, identifies growth opportunities, supports renewal negotiations, and strengthens client loyalty. Working closely with Service Professionals and internal specialists, the role ensures a coordinated client experience while serving as the primary leader for commercial strategy, executive engagement, and business outcomes within the assigned book of business.

What you will do

• Manage Strategic Client Relationships by serving as the primary advisor to executive stakeholders, building trusted partnerships, understanding business priorities, and strengthening long-term client engagement and retention.
• Drive Client Retention and Revenue Protection by identifying renewal risks, workforce challenges, competitive threats, and client concerns, while developing and executing strategies that preserve client satisfaction and contract value.
• Lead Renewal Planning and Negotiations by preparing and delivering client-specific renewal strategies, value narratives, and pricing discussions that reinforce TriNet's business impact and support profitable renewals within established guidelines.
• Provide Strategic HR and Business Consultation by connecting workforce trends, business objectives, benefits strategy, compliance considerations, and people related challenges to the value of TriNet's PEO solutions.
• Identify Growth and Referral Opportunities by proactively uncovering opportunities to expand client value, increase service adoption, support workforce growth initiatives, and generate referrals through consultative client engagement.
• Coordinate Cross-Functional Client Solutions by partnering with Service Professionals and internal specialists across HR, payroll, benefits, compliance, legal, pricing, and other functions to deliver a seamless and aligned client experience.
• Resolve Escalations and Commercial Risk by addressing executive concerns, relationship issues, renewal objections, service-related risks, and other client challenges with sound judgment, urgency, and effective resolution strategies.
• Maintain Account Planning and Business Discipline by documenting client engagements, strategic plans, risks, opportunities, and next steps within Salesforce and other systems to ensure visibility, accountability, and effective portfolio management.
• Performs other duties as assigned
• Complies with all policies and standards

Education Qualifications

Bachelor's Degree or equivalent combination of education and experience required.

Experience Qualifications

• Typically 8+ years related experience; or equivalent experience - Required
• Typically 5+ years HR consulting, HR business partnership, client relationship
  management, account management, customer success, PEO advisory, or a related client-facing business environment - Required
• Typically 5+ years Experience advising business owners, executives, and senior
  leaders on workforce strategy, HR matters, talent and retention, benefits,
  compliance, and organizational growth - Required
• Typically 5+ years Demonstrated ability to build trusted executive relationships and influence business decisions through consultative guidance and strong business acumen - Required
• Typically 5+ years Experience supporting client retention, renewals, revenue
  protection, value realization, and growth initiatives - Required
• Typically 5+ years Ability to identify and mitigate business, workforce, and client
  relationship risks while delivering strategic solutions - Required
• Experience working in or with a PEO, HR outsourcing, payroll, benefits, customer
  success, or business services environment -Preferred

Skills and Abilities

• Advanced wide-ranging experience using in-depth professional knowledge, business acumen, HR/PEO expertise, and company objectives to develop, resolve, and improve complex models, processes, and procedures.
• Ability to provide creative and effective solutions to complex client, commercial, HR, workforce, service, relationship, and renewal issues.
• Strong understanding of the interrelationships among HR, payroll, benefits, compliance, technology, service delivery, pricing, workforce strategy, and client relationship management within a PEO or business services environment.
• Specialized knowledge and skills typically acquired through advanced education and significant work experience in HR, client relationship management, account management, customer success, business consulting, or related disciplines.
• Strong HR fluency and ability to engage credibly in strategic HR conversations with business owners, executives, and senior decision makers.
• Ability to identify people-related business issues, workforce risks, compliance signals, benefits strategy considerations, service experience themes, and renewal implications, and translate them into TriNet PEO value.
• Strong commercial judgment and ability to connect client business priorities, workforce needs, HR outcomes, service outcomes, referral potential, sales support opportunities, and TriNet capabilities to retention, renewal confidence, revenue protection, and growth.
• Ability to translate TriNet's PEO value proposition into client-specific business and people relevance for owners, executives, and decision makers.
• Experience preparing for and leading executive-level client conversations, including value realization, strategic HR advisory discussions, renewal readiness, business reviews, risk mitigation, and relationship recovery.
• Ability to interpret client signals, workforce themes, renewal insights, outreach data, sentiment indicators, service trends, and commercial risk factors to prioritize action and coordinate resources.
• Strong listening, consultation, negotiation, presentation, and executive communication skills, with the ability to tailor messaging to client context, business priorities, workforce needs, and stakeholder level.
• Ability to influence without authority across clients and internal partners, align stakeholders, and drive coordinated outcomes.
• Working knowledge of HR, payroll, benefits, compliance, risk, service operations, and client lifecycle matters sufficient to identify implications, route needs appropriately, and position TriNet value credibly.
• Ability to operate independently in ambiguous, high-impact, and time-sensitive situations while exercising sound judgment within established guidelines and escalation paths.
• Strong account planning, portfolio management, prioritization, documentation, and follow-through discipline.
• Proficiency using Salesforce, CRM, case management, reporting, AI-enabled tools, Microsoft Office Suite, and related systems to manage client information, workflows, account insights, engagement history, follow-up actions, renewal risks, and client commitments with accuracy and discipline.
• Commitment to high ethical standards and a diverse workplace.

Licenses and Certifications

• PHR or SHRM-CP PHR, SPHR, SHRM-CP, SHRM-SCP, or equivalent HR certification required or by program timeline.
  • HR Consulting, HR Business Partner, Customer Success, or Account Management certification preferred.

Travel Requirements
Travel may be required domestically 50%

Work Environment
Work in clean, pleasant, and comfortable office or home setting. The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job.
Reasonable accommodations may be made to enable persons with disabilities to perform the essential functions.

The salary range for this role is $100,800.00 to $226,750.00. The candidate's final salary offer will be based on the candidate's skills, education, work location and experience.

A candidate's compensation may also include bonuses consistent with TriNet's corporate bonus plan.

Additionally, 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

Please Note: TriNet reserves the right to change or modify job duties and assignments at any time. The above job description is not all encompassing. Position functions and qualifications may vary depending on business necessity.