Seamless Onboarding & Transition Strategist

TriNet; Phoenix (AZ); On-site; USD 47,000 - 94,000; Full time

Benefits offered by this job

Medical, dental, and vision plans

401(K) savings plan

Employee stock purchase plan

Job summary

TriNet is seeking a Transition Strategy Partner to support sales and customer lifecycle from pre-sale through implementation and transition. You will uncover complexities, partner cross-functionally to remove barriers, and ensure accurate expectations for a smooth transition to TriNet's PEO, ASO, and OMS products.

The role involves project management across onboarding phases, collaborating with Sales, Customer Experience, Technical, and Operations teams, and traveling up to 50% to client sites.

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

Responsibilities

• Partner with Sales Consultants and prospects beginning in the sales process through completion of customer onboarding, by project managing prospects and clients through all phases of implementation, including planning, system setup, policies and rules, and utilization of additional products and services.
• Analyze prospective clients’ businesses to recommend efficient configurations of TriNet’s solutions including upsell and identification of utilization opportunities of TriNet's products and services.
• Advocate for customers by identifying gaps through probing questions, troubleshooting, resolving, or advancing issues that may impact implementation or transition success.
• Act as a liaison between customers and internal partners (Sales, Customer Experience, Technical, and Operations teams).
• Maintain detailed knowledge of TriNet’s core products, strategic service offerings, policies, systems, capabilities, and limitations.
• Act as an escalation point during complex onboarding scenarios, collaborating with internal teams to resolve issues and remove blockers.
• Educate customers on critical setup activities, product functionality, and their ongoing responsibilities during and after implementation.
• Proactively engage clients to ensure high service standards and a seamless transition experience.
• Identify opportunities for process improvement and support continuous enhancement of transition and onboarding practices.
• Performs other duties as assigned
• Complies with all policies and standards

Skills

Project management

Customer onboarding

Sales support

Implementation

Communication

Problem solving

Data analysis

Pricing calculations

Education

Bachelor's Degree or 5+ years experience

Tools

CAPM preferred

CPP-APA preferred

PMP preferred

SPHR or SHRM-SCP preferred

Job description

TriNet is seeking a Transition Strategy Partner to support sales and customer lifecycle from pre-sale through implementation and transition. You will uncover complexities, partner cross-functionally to remove barriers, and ensure accurate expectations for a smooth transition to TriNet's PEO, ASO, and OMS products.

The role involves project management across onboarding phases, collaborating with Sales, Customer Experience, Technical, and Operations teams, and traveling up to 50% to client sites.