Strategic Transition Lead for Client Onboarding

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

Job summary

TriNet is seeking a Transition Strategy Partner to serve as a strategic partner across the sales and customer lifecycle, supporting prospects and customers from pre-sale through implementation and transition. You will project manage prospects and clients through all phases of implementation, including planning, system setup, policies and rules, and utilization of additional TriNet products and services.

The role involves analyzing prospective clients, advocating for customers, coordinating with

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.
• Solid knowledge of state and federal employment laws in Payroll and Leaves.
• Strong consultative, critical thinking, and organizational skills.
• Excellent interpersonal, verbal, written, presentation, and facilitation skills.
• Strong business acumen with the ability to analyze data and pricing calculations.
• Ability to work in a fast-paced, evolving environment with multiple priorities.

Responsibilities

• Partner with Sales Consultants and prospects from the sales process through onboarding and project management of implementation.
• Analyze prospective clients’ businesses to recommend efficient configurations of TriNet’s solutions.
• Advocate for customers by identifying gaps and resolving issues that may impact onboarding or transition.
• Act as liaison between customers and internal partners (Sales, Customer Experience, Technical, Operations).
• Maintain knowledge of TriNet’s core products, offerings, policies, systems and limitations.
• Escalation point 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 practices.
• Travel to market locations up to 50% of the time.

Skills

Employment laws

Consultative selling

Critical thinking

Organizational skills

Ownership mindset

Communication skills

Data analysis

Problem solving

Education

Bachelor's Degree or 5+ years equivalent

CAPM

CPP-APA

PMP

SPHR or SHRM-SCP

Job description

TriNet is seeking a Transition Strategy Partner to serve as a strategic partner across the sales and customer lifecycle, supporting prospects and customers from pre-sale through implementation and transition. You will project manage prospects and clients through all phases of implementation, including planning, system setup, policies and rules, and utilization of additional TriNet products and services.

The role involves analyzing prospective clients, advocating for customers, coordinating with