Transition Support Services Specialist

Socket.dev; Dunwoody (GA); On-site; USD 29,000 - 44,000; Full time

Benefits offered by this job

Medical insurance

Dental insurance

Vision insurance

401(k) plan

Employee stock purchase plan

Paid holidays

PTO and leave program

Job summary

TriNet, a leading HR solutions provider for SMBs, is hiring for a Sales Operations Support role based in Atlanta. You will perform QA on client forms, research prospect questions with subject-matter experts, and ensure accurate data transfer for client setup in TriNet's platform.

You’ll coordinate schedules for client intro calls, communicate across departments, and contribute to process improvements while supporting transitions from sales to service.

Qualifications

• Bachelor's degree or equivalent required or preferred.
• 2+ years in business process, sales support, or customer service.
• Experience with Salesforce.com preferred.

Responsibilities

• Quality assurance review of client submitted forms for completeness and accuracy.
• Research answers to prospect questions with subject matter experts to ensure accuracy.
• Review client information and pricing details for data transfer accuracy between systems.
• Schedule client intro calls to initiate sales to service transitions.
• Facilitate cross-department communication for post-client setup items.
• Suggest ongoing process improvements and participate in projects.

Skills

Communication

Time management

Cross-functional collaboration

MS Office

Reading comprehension

Payroll knowledge

Education

Bachelor's Degree or equivalent

Tools

Salesforce.com

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

Responsible for executing on sales-initiated requests. Support includes quality review of client submitted documents, data entry of client information to begin client setup on TriNet's platform and scheduling client welcome calls. This role serves as a central point of contact between multiple departments that are involved in closing new business and working closely with the Transition Support Services Supervisors to support projects.

What you will do

• Quality assurance review of client submitted forms for completeness and accuracy
• Researches the answers to prospect questions often working with department subject matter experts to ensure accurate answers are obtained
• Reviews client information and pricing details, to ensure the accuracy of data transference between systems for client setup
• Responsible for scheduling setup and client introductory calls to initiate sales to service transitions
• Facilitates communication to multiple departments for post-client setup items for configuration
• Provides ongoing process improvement recommendations and enhancements
• Completes other projects and responsibilities assigned at the manager’s discretion
• Performs other duties as assigned
• Complies with all policies and standards

Education Qualifications

• Bachelor's Degree or equivalent combination of degree and experience preferred

Experience Qualifications

• Typically 2+ years Business process, sales support, or customer service experience required
• Typically 1+ years Previous experience with Salesforce.com preferred
• Typically 1+ years PEO industry experience preferred

Skills and Abilities

• Strong user knowledge of internal systems and processes to include product offering, benefits and risk compliance, and service operations
• Ability to adapt quickly to revise process handling and project plans as needed for changing business needs and requirements
• Strong organizational and time management skills with ability to manage multiple competing priorities in a high-volume work environment
• Strong verbal and written communication skills
• Ability to effectively interact with multiple internal departments
• Ability to read and interpret documents such as process policies and contracts
• Highly proficient in Microsoft Office Suite
• Knowledge of risk and benefits underwriting, and payroll preferred

Travel Requirements

Minimal

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.

The preferred location for this role is Atlanta, GA, and the salary range for this location is $21.01 to $31.54. All qualified external applicants will be considered for an in-office role, based in Atlanta. All qualified internal candidates are encouraged to apply and consider relocation to Atlanta 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.

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.