Strategic Onboarding & Transition Lead

TriNet; Austin (TX); On-site; USD 47,000 - 94,000; Full time

Benefits offered by this job

Medical benefits

Dental benefits

Vision benefits

Life Insurance

Disability Insurance

401(k) plan

Employee stock purchase plan

11 Company holidays

Paid Time Off

Comprehensive leave program

Job summary

TriNet in Austin, TX is seeking a Transition Strategy Partner to guide prospects and clients from pre-sale through implementation and transition, coordinating across Sales, Customer Experience, Technical and Operations teams.

You will optimize configurations, reduce time to close, educate customers on setup, and ensure a smooth onboarding for PEO, ASO, and OMS products; travel up to 50% and a fast-paced environment.

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 from initial sales through onboarding and implementation.
• Analyze prospective clients’ businesses to recommend efficient configurations of TriNet’s solutions.
• Advocate for customers by identifying gaps, troubleshooting, and resolving issues during onboarding or transition.
• 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 during complex onboarding scenarios and coordinate with internal teams to resolve blockers.
• Educate customers on setup activities, product functionality, and ongoing responsibilities.
• Proactively engage clients to ensure high service standards and a seamless transition experience.
• Identify opportunities for process improvement in onboarding and transition practices.

Skills

Consultative sales

Account management

Sales support

Implementation

Education

Bachelor's Degree or 5+ years experience

Tools

MS Office

Job description

TriNet in Austin, TX is seeking a Transition Strategy Partner to guide prospects and clients from pre-sale through implementation and transition, coordinating across Sales, Customer Experience, Technical and Operations teams.

You will optimize configurations, reduce time to close, educate customers on setup, and ensure a smooth onboarding for PEO, ASO, and OMS products; travel up to 50% and a fast-paced environment.