Strategic Transition Lead for Onboarding & Adoption

Mosaic.tech; San Diego (CA); Hybrid; USD 71,000 - 142,000; Full time

Benefits offered by this job

Medical insurance

Dental insurance

Vision insurance

Life insurance

Disability insurance

401(k) plan

Employee stock purchase plan

Paid holidays and PTO

Job summary

TriNet is seeking a Transition Strategy Partner to support prospects and customers from pre-sale through implementation and transition. You will uncover complexities, partner cross-functionally, and ensure smooth transitions to TriNet products.

The role focuses on reducing time to close, optimizing configurations, and delivering an exceptional onboarding experience for PEO, ASO, and OMS products. Travel up to 50% is required.

Qualifications

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

Responsibilities

• Partner with Sales Consultants and prospects from the sales process through onboarding and implementation.
• Analyze prospective clients’ businesses to recommend configurations and upsell opportunities.
• Advocate for customers by identifying gaps and resolving issues impacting onboarding or transition.
• Act as a liaison between customers and internal partners (Sales, Customer Experience, Technical, Operations).
• Maintain detailed knowledge of TriNet’s core products and services.
• Educate customers on setup activities, product functionality, and ongoing responsibilities.
• Proactively engage clients to ensure high service standards and smooth transitions.
• Identify opportunities for process improvement in onboarding and transition practices.

Skills

Consultative selling

Account management

Sales support

Implementation

Problem solving

Communication

Pricing analysis

Data analysis

Relationship building

Multitasking

Education

Bachelor's degree

5+ years equivalent experience

Tools

Microsoft Office

CRM systems

Job description

TriNet is seeking a Transition Strategy Partner to support prospects and customers from pre-sale through implementation and transition. You will uncover complexities, partner cross-functionally, and ensure smooth transitions to TriNet products.

The role focuses on reducing time to close, optimizing configurations, and delivering an exceptional onboarding experience for PEO, ASO, and OMS products. Travel up to 50% is required.