Customer Relationship Manager II

Mosaic.tech; Dublin (CA); On-site; USD 99,000 - 161,000; Full time

Benefits offered by this job

Medical, dental, vision insurance

401(k) savings plan

Employee stock purchase plan

11 Company observed holidays

PTO and comprehensive leave program

Job summary

TriNet, headquartered in California, seeks a senior retention/account manager to oversee a portfolio of SMB clients from Dublin, CA. You will drive client satisfaction, manage pricing negotiations, and coordinate service models across teams.

The role requires 5+ years in retention/account management, strong communication, and benefits/pricing knowledge. Hybrid office/remote options may apply with relocation considerations.

Qualifications

• Bachelor's Degree or equivalent experience preferred.
• Typically 5+ years Retention and/or Account Management Experience.
• Strong communication and negotiation skills.
• Knowledge of benefits programs and pricing models.
• Ability to manage multiple priorities in a fast-paced environment.

Responsibilities

• Provide retention and account management for a portfolio of customers.
• Assist in contract negotiations and drive discussions.
• Deliver on-demand touchpoints to ensure client satisfaction and C-Suite engagement.
• Provide support for client service opportunities and coordinate implementation.
• Consult on retention strategies and provide leadership.
• Forecast attrition risk and monitor customers’ portfolios.
• Identify and transition customers to alternative service models.
• Perform other duties as assigned.
• Comply with all policies and standards.

Skills

Retention experience

Account management

Customer communication

Pricing knowledge

Benefits programs

MS Office

Presentation skills

Education

Bachelor's degree or equivalent

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.

A 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.

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.