Onboarding & Transition Strategy Lead

TriNet; New York (NY); Hybrid; USD 47,000 - 94,000; Full time

Benefits offered by this job

Medical, dental and vision plans

Life and disability insurance

401(K) savings plan

Employee stock purchase plan

11 company holidays

PTO

Comprehensive leave program

Job summary

TriNet is seeking a Transition Strategy Partner to support the sales and onboarding lifecycle, improving time-to-close, configuring solutions, and delivering excellent client transitions for PEO, ASO, and OMS products.

The role involves cross-functional collaboration with Sales, Customer Experience, and Operations, plus ongoing guidance through implementation and transition stages. Dallas, Austin, or remote options may apply.

Qualifications

• Typically 3+ years of consultative or account management experience.
• Typically 1+ years of Sales Support and/or Implementation experience.
• Bachelor's Degree or 5+ years of equivalent work experience preferred.

Responsibilities

• Project-manage prospects and clients through all phases of implementation, including onboarding.
• Analyze prospective clients’ businesses to tailor configurations of TriNet’s solutions.
• Identify gaps, troubleshoot, and advocate for customers to ensure smooth onboarding.
• Act as a liaison between customers and internal partners (Sales, Customer Experience, Technical, Operations).
• Maintain detailed knowledge of TriNet’s core products and service offerings.
• Escalate complex onboarding scenarios and drive issue resolution with internal teams.

Skills

Payroll laws knowledge

Consultative selling

Ownership mindset

Interpersonal skills

Business acumen

Issue management

Multi-priority management

Attention to detail

Ethics and collaboration

Microsoft Office

Education

Bachelor's Degree or 5+ years of equivalent work experience preferred

Tools

Microsoft Office Suite

Job description

TriNet is seeking a Transition Strategy Partner to support the sales and onboarding lifecycle, improving time-to-close, configuring solutions, and delivering excellent client transitions for PEO, ASO, and OMS products.

The role involves cross-functional collaboration with Sales, Customer Experience, and Operations, plus ongoing guidance through implementation and transition stages. Dallas, Austin, or remote options may apply.