Strategic Transition & Onboarding Partner

TriNet; Irvine (CA); On-site; USD 97,439,000 - 194,746,000; Full time

Benefits offered by this job

Medical, dental, and vision plans

401(K) plan with company match

Employee stock purchase plan

PTO and holidays

Job summary

TriNet is seeking a Transition Strategy Partner to support prospects and customers from pre-sale through implementation and transition, coordinating across Sales, Client Experience, Technical, and Operations teams. You will manage projects through planning, system setup, policies, rules, and utilization of TriNet’s services to ensure a smooth onboarding and transition for PEO, ASO, and OMS products.

The ideal candidate has 3+ years in consultative or account management, 1+ years in Sales Support

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 sales through onboarding, by project-managing prospects and clients through all implementation phases.
• Analyze prospective clients’ businesses to recommend efficient configurations of TriNet’s solutions including upsell opportunities.
• Advocate for customers by identifying gaps, troubleshooting, resolving, or advancing issues impacting implementation or transition success.
• Act as a liaison between customers and internal partners (Sales, Customer Experience, Technical, Operations).
• Maintain detailed knowledge of TriNet’s core products, services, and policies.
• Escalate during complex onboarding scenarios and coordinate with internal teams to remove blockers.
• Educate customers on setup activities, product functionality, and ongoing responsibilities during and after implementation.
• Proactively engage clients to ensure high service standards and a seamless transition experience.
• Identify opportunities for process improvement to enhance transition and onboarding practices.
• Performs other duties as assigned
• Complies with all policies and standards

Skills

Employment law knowledge

Consultative selling

Project management

Stakeholder collaboration

Communication skills

Education

Bachelor's Degree or 5+ years experience

Job description

TriNet is seeking a Transition Strategy Partner to support prospects and customers from pre-sale through implementation and transition, coordinating across Sales, Client Experience, Technical, and Operations teams. You will manage projects through planning, system setup, policies, rules, and utilization of TriNet’s services to ensure a smooth onboarding and transition for PEO, ASO, and OMS products.

The ideal candidate has 3+ years in consultative or account management, 1+ years in Sales Support