Associate Customer Success Consultant

TriNet; Atlanta (GA); Hybrid; USD 31,795 - 49,676; Full time

Benefits offered by this job

Medical, dental, and vision plans

401(k) savings plan

Employee stock purchase plan

Paid time off (PTO)

Job summary

TriNet is seeking an Associate Customer Success Consultant in Atlanta, GA. This role serves as the primary contact for PEO clients, providing tailored support and assisting with payroll and HR administration. Candidates should have a bachelor's degree, two years of customer service experience, and knowledge in PEO operations.

The position offers a range of benefits including medical plans, a 401(k), and PTO. The salary ranges from $23.08 to $36.06 per hour, depending on the candidate's qualifications.

Qualifications

• Typically 2+ years Customer service or relationship management experience required.
• Typically 2+ years Industry experience.
• PEO, HR or Payroll Operations required.

Responsibilities

• Delivers excellent core standard services to customers.
• Ensures proper triage, escalation, and effective resolution of client inquiries.
• Organizes and prioritizes work to meet customer expectations.

Skills

Knowledge of PEO products, services, and markets

Proficiency with Microsoft Office

Excellent verbal and written communication skills

Ability to work independently

Education

Bachelor's Degree or equivalent experience

Tools

CRM & HRIS applications

Virtual Meeting Platforms

Job description

Job Summary

The Associate Customer Success Consultant serves as the initial point of contact for an assigned portfolio of TriNet PEO clients. They serve as the Ambassador for our client admins and provide personalized support with payroll, platform support, reporting, HR & benefit administration. The Consultant is backed by a team of experts and specialists. The role is critical to providing an outstanding client experience to TriNet’s customers. This role generally works with customers who have a lower and/or less frequent operational support need.

Essential Duties/Responsibilities

• Delivers excellent core standard services to customers through providing diligent, accurate, appropriate, timely, and easy‑to‑use valuable solutions to meet their needs. 75%
• Ensures proper triage, escalation, and effective resolution of all client inquiries, while providing relevant information, and making recommendations. 5%
• Organizes and prioritizes work to ensure timely, effective, efficient, and economic delivery of services; ensures customer expectations are met. 5%
• Accountable to TriNet’s customer retention and customer satisfaction goals. 5%
• Demonstrates excellent internal and external customer service skills. 5%
• Effectively leverages resources to ensure business knowledge is current. 5%

Required For All Jobs

• Performs other duties as assigned
• Complies with all policies and standards

Qualifications

Education

• Bachelor's Degree or equivalent experience preferred

Work Experience

• Typically 2+ years Customer service or relationship management experience required
• Typically 2+ years Industry experience
• PEO, HR or Payroll Operations required

Licenses and Certifications

• Certified Payroll Professional (CPP)-APA preferred or Certified Project Management Professional (PMP)-PMI preferred or Lean Six Sigma Certification IASSC preferred

Knowledge, Skills and Abilities

• Knowledge of PEO products, services, and markets, including knowledge of operations, cross‑functional workflows, and interaction between the various company units, processes, and systems
• Knowledge in payroll and compliance management
• Proficiency with Microsoft Office, CRM & HRIS applications, and Virtual Meeting Platforms
• Solid understanding of API functionality and ways to address these types of customer requests
• Excellent verbal and written communication skills including interpersonal and presentation and facilitation skills
• Ability to maintain confidentiality of corporate data
• Ability to link client business needs to payroll/platform programs and operational services
• Ability to work independently
• Ability to multi‑task, prioritize and complete requests and assignments in a timely manner

Work Environment

Work in a clean, pleasant, and comfortable office 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 position may be remote and require reliable internet service. The preferred location is Atlanta, GA. The salary range for this location is $23.08 to $36.06 per hour. All qualified external applicants will be considered for an in‑office role, based in Atlanta. All qualified internal candidates are encouraged to apply and consider relocation to Atlanta 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.

Benefits

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.

EEO Statement

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 an accommodation during the application process should contact [e-mail] to request such an accommodation.