Transition Support Services Consultant

TriNet; Dublin (CA); Remote; USD 56,000 - 97,000; Full time

Job summary

TriNet seeks a Strategy Consultant to enhance the sales process for small to midsize businesses. This role involves understanding client needs, guiding them through product selection, and ensuring a smooth onboarding experience. Candidates should have a strong background in consultative roles and account management, with a focus on delivering exceptional service.

Benefits

Medical, dental, and vision plans

401(K) savings plan

Employee stock purchase plan

PTO and comprehensive leave program

Eleven Company observed holidays

Qualifications

• Minimum 3 years in a consultative role or account management.
• 1 year collaborating with a sales organization.
• Professional certification preferred (PHR, SPHR, etc.).

Responsibilities

• Works cross-functionally to support sales/prospecting.
• Guides clients through TriNet's sales process.
• Analyzes business needs and recommends services.

Skills

Customer service

Consultative practices

Account management

Interpersonal skills

Presentation skills

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.

Job summary/overview

The Strategy Consultant operates through a strategic partnership with sales consultants and prospects during the sales process. The role serves to uncover the complexities of the sale, serve as an escalation point to work with internal teams, and ensures the correct expectation with the prospect are set as they transition to a customer. The Strategy Consultant specializes in reducing time to close, minimizing gaps in the sales process, and setting up the prospects for transition to a smooth on-boarding experience.

Essential duties/responsibilities

A. Works cross-functionally throughout TriNet to remove barriers and blockers in support of the sales/prospecting process.

B. Leads and guides multiple prospective clients at a time through TriNet’s sales process including product selection, benefit selection, and funding methods.

C. Acts in a strategic role to understand the prospect’s business needs, recommend services, and address questions to ensure a transparent process.

D. Analyzes the prospective client’s business to determine efficient configuration of TriNet’s solutions

E. Delivers excellent service to external and internal partners throughout the sales process.

F. Effectively assists with the transition of the client to the Customer Transitions Onboarding team.

G. Maintains a detailed knowledge of the company's core products and services, as well as strategic service offerings.

H. Other projects and responsibilities may be added at the manager’s discretion as needed.

Job requirements and qualifications

Education:

Bachelor’s degree desired; or equivalent education and/or related work experience.

Experience:

A. Minimum 3 years of experience in a consultative role or account management

B. Minimum 1 year of experience collaborating with a company's sales organization

C. Current professional certification (PHR, SPHR, FPC, CPP, CAPM or PMP, etc.) and/or the desire to pursue a professional certification is preferred.

The following experiences are preferred:

A. Experience in the PEO (Professional Employer Organization) industry, familiarity with industry concepts and co-employment advantages/benefits.

B. Experience working with the payroll functions, following federal/state wage laws, and applying general payroll policies, procedures, and regulations.

C. Experience working with benefit plans/structures, human capital trends, and applying human capital best practices.

D. Experience with product or process implementation and/or support in a PEO environment.

Other Knowledge, Skills and Abilities:

• Solid knowledge and understanding of both state and federal employment laws.
• Knowledge and solid understanding of TriNet practices, policies, processes, systems capabilities, and limitations are desired.
• Knowledge of and ability to apply excellent customer service and consultative practices.
• Excellent interpersonal, verbal, and written communication skills with the ability to effectively work with people at all levels.
• Solid account management skills with a strong customer focus.
• Solid presentation and facilitation skills.
• A proven commitment to high professional ethical standards and a diverse workplace.
• Ability to adapt to a fast-paced and constantly evolving business and work environment remaining organized and balancing multiple priorities.
• Proficient in Microsoft Office Suite.
• Understanding of TriNet business processes and operations.
• Ability to work and collaborate with other team members to work towards achieving company goals.

WORK ENVIRONMENT/OTHER INFORMATION(Travel required, physical requirements, on-call schedules, etc.)

• Travel to prospect meetings will be required
• Travel to team off-site meetings
• Works in a remote setting, must establish and maintain an appropriate office space that is safe and optimally setup to limit personal distractions as to not interfere with performance of the colleague’s work duties and responsibilities.
• 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 individuals with disabilities to perform the essential functions.

The salary range for this role is $56,534.00 to $96,033.00. 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 an accommodation during the application process should contact [e-mail] to request such an accommodation.