Strategic Transition & Onboarding Lead

TriNet Group, Inc.; United States; Hybrid; USD 47,000 - 94,000; Full time

Benefits offered by this job

Medical

Dental

Vision plans

Life insurance

Disability insurance

401(K) savings plan

Employee stock purchase plan

11 company observed holidays

PTO

Comprehensive leave program

Job summary

TriNet Group, Inc. is hiring a Transition Strategy Partner to support sales and client onboarding from pre-sale through implementation and transition. You will partner with cross-functional teams to streamline configurations, reduce time to close, and ensure accurate expectations for PEO, ASO, and OMS products.

The role requires 3+ years in consultative or account management, with 1+ year in Sales Support or Implementation. Travel up to 50% nationwide is expected.

Qualifications

• Strong consultative, critical thinking, and organizational skills.
• Excellent interpersonal, verbal, written, presentation, and facilitation skills.
• Demonstrates ownership mindset and customer advocacy.

Responsibilities

• Partner with Sales Consultants and prospects from sales through onboarding and implementation.
• Analyze prospective clients' businesses to recommend efficient configurations of TriNet's solutions.
• Advocate for customers by identifying gaps, troubleshoot, and resolve issues affecting onboarding or transition.
• Act as a liaison between customers and internal teams (Sales, Customer Experience, Technical, Operations).
• Maintain detailed knowledge of TriNet's core products and services.
• Escalate complex onboarding scenarios and remove blockers with internal teams.
• Educate customers on critical setup activities and ongoing responsibilities during implementation.

Skills

Consultative skills

Interpersonal skills

Presentation skills

Analytical thinking

multitasking

Education

Bachelor's Degree or 5+ years of equivalent work experience preferred

Tools

Microsoft Office

Job description

TriNet Group, Inc. is hiring a Transition Strategy Partner to support sales and client onboarding from pre-sale through implementation and transition. You will partner with cross-functional teams to streamline configurations, reduce time to close, and ensure accurate expectations for PEO, ASO, and OMS products.

The role requires 3+ years in consultative or account management, with 1+ year in Sales Support or Implementation. Travel up to 50% nationwide is expected.