Transition Strategy Lead for Smooth Onboarding

Mosaic.tech; Phoenix (AZ); Hybrid; USD 47,000 - 94,000; Full time

Benefits offered by this job

Medical benefits

Dental benefits

Vision benefits

Life Insurance

Disability Insurance

401K plan

Employee stock purchase plan

11 company holidays

PTO

Job summary

TriNet seeks a Transition Strategy Partner to support prospects and customers from pre-sale through implementation. You will coordinate across Sales, Customer Experience, Technical, and Operations teams to remove blockers, optimize configurations, and ensure a smooth onboarding for PEO, ASO, and OMS products.

Required are 3+ years in consultative or account management and 1+ years in Sales Support/Implementation, with travel up to 50%.

Qualifications

• Strong knowledge of state and federal employment laws in Payroll and Leaves.
• Excellent consultative, critical thinking, and organizational skills.
• Ownership mindset with ability to drive results.
• Excellent interpersonal, verbal and written communication and facilitation skills.
• Strong business acumen to analyze data and support decisions.
• Ability to work in a fast-paced environment with competing priorities.

Responsibilities

• Partner with Sales and customers from pre-sale through onboarding and implementation.
• Project-manage prospects and clients through all phases of deployment.
• Analyze client business needs to optimize TriNet's configurations.
• Identify gaps, troubleshoot and escalate as needed to ensure onboarding success.
• Coordinate with Sales, Customer Experience, Technical, and Operations teams.
• Educate customers on setup activities and product functionalities.
• Drive ongoing process improvements for onboarding and transition.

Education

Bachelor's Degree

CAPM

CPP-APA

PMP

SPHR or SHRM-SCP

Tools

Microsoft Office Suite

Job description

TriNet seeks a Transition Strategy Partner to support prospects and customers from pre-sale through implementation. You will coordinate across Sales, Customer Experience, Technical, and Operations teams to remove blockers, optimize configurations, and ensure a smooth onboarding for PEO, ASO, and OMS products.

Required are 3+ years in consultative or account management and 1+ years in Sales Support/Implementation, with travel up to 50%.