Transition Strategy Partner

Socket.dev; New York (NY); On-site; USD 47,000 - 94,000; Full time

Benefits offered by this job

Medical, dental, and vision plans

401K savings plan

Employee stock purchase plan

Paid holidays & PTO

Job summary

TriNet is hiring a Transition Strategy Partner to support prospects and customers from pre-sale through implementation and transition. You will coordinate across Sales, Customer Experience, Technical, and Operations teams to ensure accurate expectations and smooth onboarding to TriNet’s PEO, ASO, and OMS products.

The role requires strong business acumen, excellent communication, and the ability to work in a fast-paced environment.

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

• Project manage prospects and clients through all phases of implementation and onboarding.
• Analyze prospective clients’ businesses to recommend efficient configurations of TriNet’s solutions.
• Advocate for customers by identifying gaps, troubleshooting, and resolving issues affecting implementation or transition.

Skills

Consultative selling

Account management

Pricing calculations

Problem solving

Communication

Education

Bachelor's degree

Tools

Microsoft Office Suite

Job description

TriNet is a leading provider of comprehensive human resources solutions for small to midsize businesses (SMBs). We enhance business productivity by enabling our clients to outsource their HR function to one strategic partner and allowing them to focus on operating and growing their core businesses. Our full-service HR solutions include features such as payroll processing, human capital consulting, employment law compliance and employee benefits, including health insurance, retirement plans and workers’ compensation insurance.

TriNet has a nationwide presence and an experienced executive team. Our stock is publicly traded on the NYSE under the ticker symbol TNET. If you’re passionate about innovation and making an impact on the large SMB market, come join us as we power our clients’ business success with extraordinary HR.

Don't meet every single requirement? Studies have shown that many potential applicants discourage themselves from applying to jobs unless they meet every single requirement. TriNet always strives to hire the most qualified candidate for a particular role, ensuring we deliver outstanding results for our small and medium-size customers. So if you're excited about this role but your past experience doesn't align perfectly with every single qualification in the job description, nobody’s perfect – and we encourage you to apply. You may just be the right candidate for this or other roles.

A Brief Overview

The Transition Strategy Partner serves a strategic partner across the sales and customer lifecycle, supporting prospects and customers from pre-sale through implementation and transition. This role uncovers and resolves complexities in the sales and onboarding process, partners cross‑functionally to remove barriers, and ensures accurate expectations are set for a smooth transition to TriNet. The Transition Strategy Partner plays a critical role in reducing time to close, optimizing solution configuration, and delivering an exceptional client onboarding and transition experience for PEO, ASO, and/or OMS products.

We are hiring for the team in the following cities:

• New York
• Austin
• Denver
• Phoenix
• Irvine
• San Diego
• Miami
• Charlotte
• Raleigh
• Dallas

What you will do

• Partner with Sales Consultants and prospects beginning in the sales process through completion of customer onboarding, by project managing prospects and clients through all phases of implementation, including planning, system setup, policies and rules, and utilization of additional products and services.
• Analyze prospective clients’ businesses to recommend efficient configurations of TriNet’s solutions including upsell and identification of utilzation opportunities of TriNet's products and services.
• Advocate for customers by identifying gaps through probing questions, troubleshooting, resolving, or advancing issues that may impact implementation or transition success.
• Act as a liaison between customers and internal partners (Sales, Customer Experience, Technical, and Operations teams).
• Maintain detailed knowledge of TriNet’s core products, strategic service offerings, policies, systems, capabilities, and limitations.
• Act as an escalation point during complex onboarding scenarios, collaborating with internal teams to resolve issues and remove blockers.
• Educate customers on critical setup activities, product functionality, and their ongoing responsibilities during and after implementation.
• Proactively engage clients to ensure high service standards and a seamless transition experience.
• Identify opportunities for process improvement and support continuous enhancement of transition and onboarding practices.
• Performs other duties as assigned
• Complies with all policies and standards

Education Qualifications

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

Experience Qualifications

• Typically 3+ years of consultative or account management experience required
• Typically 1+ years of Sales Support and/or Implementation experience required

Skills and Abilities

• Solid knowledge and understanding of state and federal employment laws in Payroll and Leaves. (Basic proficiency)
• Strong consultative, critical thinking, and organizational skills. (Intermediate proficiency)
• Demonstrates ownership mindset. (Basic proficiency)
• Excellent interpersonal, verbal, written, presentation, and facilitation skills. (Intermediate proficiency)
• Strong business acumen with the ability to analyze data, perform pricing calculations, and support decision‑making. (Basic proficiency)
• Demonstrated strength in issue management, customer advocacy, problem solving, and relationship building. (Intermediate proficiency)
• Ability to work effectively in a fast‑paced, evolving environment while managing multiple priorities. (Basic proficiency)
• Excellent attention to details. (Basic proficiency)
• Proficient in Microsoft Office Suite. (Basic proficiency)
• Commitment to professional ethics, collaboration, and a diverse workplace. (Basic proficiency)

Licenses and Certifications

• Certified Associate in Project Management (CAPM) preferred
• Certified Payroll Professional (CPP)-APA preferred
• Portfolio Management Professional (PMP) preferred
• SPHR or SHRM-SCP preferred

Travel Requirements

• Be available to travel to market assigned client locations up to 50% of the time.

Work Environment

• Work in clean, pleasant, and comfortable office or home setting. The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable persons with disabilities to perform the essential functions.

Preferred location for this role is Austin, TX, and the salary range for this location is $34.04 to $68.08. All qualified external applicants will be considered for an in-office role, based in Austin. All qualified internal candidates are encouraged to apply and consider relocation to Austin and may be considered for remote hire at the company’s discretion. The candidate’s final salary offer will be based on the candidate’s skills, education, work location and experience.

A candidate’s compensation may also include bonuses consistent with TriNet’s corporate bonus plan.

Additionally, subject to applicable eligibility requirements, TriNet offers permanent full-time employees a variety of benefits including medical, dental, and vision plans, life and disability insurance, a 401(K) savings plan, an employee stock purchase plan, eleven (11) Company observed holidays, PTO and a comprehensive leave program. Please click the following link for detailed information about our benefits offerings: https://www.trinet.com/documents/blt5b61a1040aae1904

Please Note: TriNet reserves the right to change or modify job duties and assignments at any time. The above job description is not all encompassing. Position functions and qualifications may vary depending on business necessity.

TriNet is an Equal Opportunity Employer and does not discriminate against applicants based on race, religion, color, disability, medical condition, legally protected genetic information, national origin, gender, sexual orientation, marital status, gender identity or expression, sex (including pregnancy, childbirth or related medical conditions), age, veteran status or other legally protected characteristics. Any applicant with a mental or physical disability who requires accommodation during the application process should contact [e-mail] to request such accommodation.