Customer Relationship Manager II

TriNet Group, Inc.; Los Angeles (CA); On-site; USD 99,000 - 161,000; Full time

Benefits offered by this job

Medical benefits

Dental benefits

Vision benefits

401(k) plan

Employee stock purchase plan

Paid holidays

PTO & leave program

Job summary

TriNet Group, Inc. is seeking a strategic retention and account management professional to oversee a portfolio of customers, partnering with the Customer Experience team to ensure loyalty and growth.

The role involves managing service dimensions, pricing considerations, and upsell opportunities for our SMB client base in a fast-paced environment. You will lead contract negotiations, drive client touchpoints, and forecast attrition risk while coordinating implementations to maximize satisfaction.

Qualifications

• Bachelor's Degree or equivalent experience preferred.
• Typically 5+ years retention and/or account management experience.
• Strong communication, analytical and presentation skills.

Responsibilities

• Provide retention and account management expertise to a client portfolio.
• Assist in contract negotiations and drive client conversations.
• Deliver on-demand touchpoints and ensure client satisfaction.
• Forecast attrition risk and coordinate service-model transitions.

Skills

Retention and Account Management

Communication skills

Financial analysis

Benefits knowledge

Microsoft Office

Education

Bachelor's Degree

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 many potential applicants discourage themselves from applying to jobs unless they meet every single requirement. TriNet always strives to hire the most qualified candidate for a particular role, ensuring we deliver outstanding results for our small and medium-size customers. So, if you're excited about this role but your past experience doesn't align perfectly with every single qualification in the job description, nobody’s perfect – and we encourage you to apply. You may just be the right candidate for this or other roles.A Brief OverviewThe 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 doProvides retention and account management expertise to a portfolio/cohort of customers in partnership with the Customer Experience departmentsAssists in contract negotiations and drives conversationsDelivers on demand touchpoints to clients, ensuring customer satisfaction and ensuring C-Suite penetrationProvides support for client service opportunities and coordinates their implementation as neededConsults on retention strategies and provides leadershipForecasts attrition risk and maintains basic knowledge of customers' portfoliosParticipate in identifying and transitioning customers to alternative service modelsPerforms other duties as assignedComplies with all policies and standardsEducation QualificationsBachelor's Degree or equivalent experience preferredExperience QualificationsTypically 5+ years Retention and/or Account Management ExperienceSkills and AbilitiesExcellent communication and interpersonal skillsAbility to communicate effectively with employees at all levels of the organizationKnowledge of financial analysis and business acumenKnowledge of benefits programs and strategiesKnowledge of service model pricingExcellent interpersonal and presentation skillsAbility to adapt to a fast-paced, constantly evolving business and work environment while managing multiple prioritiesProficient in Microsoft Office SuiteTravel RequirementsMinimalWork EnvironmentWork 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 Los Angeles, 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 Los Angeles. All qualified internal candidates are encouraged to apply and consider relocation to Los Angeles 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/blt5b61a1040aae1904Please 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.