Job DescriptionA Brief Overview The Transition Strategy Partner serves 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.
What you will do - Partner with Sales Consultants and prospects beginning in the sales process through completion of customer onboarding, by 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 utilzation 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. 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 Denver, CO, and the salary range for this location is $37.45 to $70.19. All qualified external applicants will be considered for an in-office role, based in Denver. All qualified internal candidates are encouraged to apply and consider relocation to Denver 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.
