Onboarding & Transition Strategy Lead

TriNet; San Diego (CA); Hybrid; USD 47,000 - 94,000; Full time

Job summary

TriNet seeks a Transition Strategy Partner to support prospects and customers from pre-sale through implementation, orchestrating onboarding, configuration, and success across PEO, ASO, and OMS offerings.

You will partner with Sales, Customer Experience, Technical, and Operations teams to remove blockers, align expectations, and drive a smooth transition. The role requires analytical thinking and strong communication.

Qualifications

• Bachelor's degree or 5+ years of equivalent work experience preferred.
• Typically 3+ years of consultative or account management experience required.
• Typically 1+ years of Sales Support and/or Implementation experience required.
• Strong knowledge of employment laws in Payroll and Leaves is beneficial.

Responsibilities

• Partner with Sales Consultants from pre-sale through onboarding and project manage implementation.
• Analyze prospective clients’ businesses to suggest efficient configurations of TriNet’s solutions.
• Advocate for customers by identifying gaps and resolving issues impacting implementation.
• Act as a liaison between customers and internal teams (Sales, Customer Experience, Technical, Operations).
• Maintain knowledge of TriNet’s core products, policies, and capabilities.
• Escalate complex onboarding scenarios and collaborate to remove blockers.

Skills

Consultative/account management

Sales support

Implementation experience

Analytical thinking

Education

Bachelor's degree or equivalent experience

CAPM certification

CPP-APA or PMP preferred

SPHR or SHRM-SCP preferred

Job description

TriNet seeks a Transition Strategy Partner to support prospects and customers from pre-sale through implementation, orchestrating onboarding, configuration, and success across PEO, ASO, and OMS offerings.

You will partner with Sales, Customer Experience, Technical, and Operations teams to remove blockers, align expectations, and drive a smooth transition. The role requires analytical thinking and strong communication.