Job DescriptionA Brief Overview The position provides strategic business direction and plans to clients, including the development and oversight of service activities for company products and services. Ensures client satisfaction and engagement by managing the overall business pricing of benefit renewals, administrative charges, and the upselling of products and strategic services.
What you will do- Provides retention and account management expertise to a portfolio/cohort of customers in partnership with the Customer Experience departments
- Assists in contract negotiations and drives conversations
- Delivers on demand touchpoints to clients, ensuring customer satisfaction and ensuring C-Suite penetration
- Provides support for client service opportunities and coordinates their implementation as needed
- Consults on retention strategies and provides leadership
- Forecasts attrition risk and maintains basic knowledge of customers' portfolios
- Participate in identifying and transitioning customers to alternative service models
- Performs other duties as assigned
- Complies with all policies and standards
Education Qualifications- Bachelor's Degree or equivalent experience preferred
Experience Qualifications- Typically 5+ years Retention and/or Account Management Experience
Skills and Abilities- Excellent communication and interpersonal skills
- Ability to communicate effectively with employees at all levels of the organization
- Knowledge of financial analysis and business acumen
- Knowledge of benefits programs and strategies
- Knowledge of service model pricing
- Excellent interpersonal and presentation skills
- Ability to adapt to a fast-paced, constantly evolving business and work environment while managing multiple priorities
- Proficient in Microsoft Office Suite
Travel Requirements Minimal
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 preferred location for this role is Dublin, CA, and the salary range for this location is $98,600.00 to $161,300.00. All qualified external applicants will be considered for an in-office role, based in Dublin. All qualified internal candidates are encouraged to apply and consider relocation to Dublin and may be considered for remote hire at the company's discretion. 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.
