Associate Customer Success Consultant

TriNet; Atlanta (GA); Remote; USD 46,000 - 85,000; Full time

Job summary

An established industry player is seeking an Associate Customer Success Consultant to enhance client experiences through personalized support. In this role, you'll be the vital link for clients, ensuring their needs are met with diligence and expertise. You'll work closely with a team of specialists to provide solutions that empower small to midsize businesses. This role offers a chance to make a significant impact in a dynamic environment, where your contributions will help drive client success and satisfaction. If you thrive in a supportive, innovative atmosphere and are passionate about HR solutions, this opportunity is perfect for you.

Benefits

Medical, Dental, and Vision Plans

Life and Disability Insurance

401(K) Savings Plan

Employee Stock Purchase Plan

Paid Time Off

Eleven Company Observed Holidays

Comprehensive Leave Program

Qualifications

• 2+ years in customer service or relationship management required.
• Knowledge of payroll and compliance management is essential.

Responsibilities

• Serve as the initial point of contact for assigned clients.
• Deliver excellent core standard services and ensure customer satisfaction.

Skills

Customer Service

Relationship Management

Payroll Management

Communication Skills

Multi-tasking

Education

Bachelor's Degree

Tools

Microsoft Office

CRM Applications

HRIS Applications

Virtual Meeting Platforms

Job description

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.

Don't meet every single requirement? Studies have shown that women and people of color are less likely to apply to jobs unless they meet every single requirement. At TriNet, we are dedicated to building a diverse, inclusive and authentic workplace, so if you're excited about this role but your past experience doesn't align perfectly with every single qualification in the job description, we encourage you to apply anyways. You may just be the right candidate for this or other roles.

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 from a contact that knows 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.

• 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 Required/ Preferred

• Bachelor's Degree or equivalent experience preferred

Work Experience Required/ Preferred

• 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 KSAs Proficiency

• 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 in 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. Position may be remote and require reliable internet service.

The salary range for this role is $46,900 to $84,500. 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.

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.

Job Info

• Job Identification 3002067
• Job Category Customer Success
• Posting Date 03/18/2025, 02:53 PM
• Job Schedule Full time