Customer Transition Consultant Jobs

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 women and people of color are less likely to apply to jobs unless they meet every single requirement. At TriNet, we are dedicated to building a diverse, inclusive and authentic workplace, so if you're excited about this role but your past experience doesn't align perfectly with every single qualification in the job description, we encourage you to apply anyways. You may just be the right candidate for this or other roles.

The Customer Transition Consultant serves as a liaison between the new client and internal departments including sales ops, payroll, benefits, 401(k), risk management and field operations. The individual will be held accountable for the successful transition of the new account through the implementation process. Additionally, this position is responsible for driving results with clients, with the goal of increasing their satisfaction and retention. They must have excellent account management skills and be client-focused with understanding that the client's best interests are served through smooth, seamless service delivery

Essential Duties/Responsibilities

• Serves as client advocate within TriNet to identify and resolve or escalate product/service issues, detracting from an optimal client implementation experience, as needed
• Deliver excellent client service to achieve client satisfaction as defined by department standards and reference activity
• Manage client terminations, as required
• Lead clients through all aspects of TriNet’s implementation including set up of PTO, Time and Attendance, Cloud Products and Retirement services; guide clients through planning, customer setup policies and rules, benefit selection and funding methods, employee setup, data validation, TriNet systems and process training, and first payroll processing
• Act as liaison/facilitator across technical and operational departments to resolve implementation issues to meet client’s needs and go-live timeline requirements
• Lead New Employee Orientation activities, with support from Customer Account Manager
• Maintain timely and quality CRM documentation
• Analyzes client’s business needs to determine optimal configuration of TriNet’s solutions
• Lead clients through the Company Spin-Off process, as required
• Ensure transition success defined as on-time and with a high degree of client satisfaction
• Facilitates client welcome calls and the new client on-boarding checklist process. Conduct new client on-boarding process; provide support and compliant advice regarding their basic policy, benefits elections and decisions while assisting them through the online New Customer Set-up Site.
• Manage multiple client implementations simultaneously for clients
• Articulates Co-Employment and employer of record concept as it relates to client’s roles and responsibilities
• Train customer contacts on features and functionality of TriNet’s Online Platform
• Provide timely and accurate reporting on implementation status both internally and externally
• Maintain a thorough knowledge of TriNet’s core products and services

Job Requirements And Qualifications

Education: Bachelor’s degree preferred; or equivalent combination of education and experience

Training Requirements (licenses, programs, or certificates): A professional certification (PHR, FPC, or CAPM) highly desired

• Minimum one to two years’ experience in project management and implementations
• Experience interfacing with a company's sales organization
• Payroll, benefits, consulting or human resources experience required
• Experience with implementations and/or support in a PEO environment preferred
• Experience with benefits knowledge required

Other Knowledge, Skills And Abilities

• Demonstrated strength in issue management and customer relationship skills
• A demonstrated commitment to high professional ethical standards and a diverse workplace
• Advanced knowledge of Payroll functions, federal / state wage laws, and general payroll policies, procedures, and regulations
• Strong knowledge and understanding of both state and federal employment laws
• Ability to communicate with employees at all levels of the organization
• Knowledge of benefit plans/structures, human capital trends and best practices
• Strong organization and time management skills
• Excellent interpersonal skills
• Strong account management
• Strong knowledge of basic mathematical skills to effectively and efficiently perform mathematical computation for pricing and conducting data analysis required
• Strong business acumen
• Proficient in Microsoft Office Suite
• Excellent presentation and facilitation skills
• Understanding of the PEO (Professional Employer Organization) industry, concept, and co-employment advantages / benefits is preferred
• Ability to adapt to a fast paced continually changing business and work environment while managing multiple priorities
• Excellent verbal and written communication skills

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

• 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.
• Work in clean, pleasant, and comfortable office setting with moderate noise level
• Sitting for long periods of time is necessary
• Minimal travel required (5-10%)

The salary range for this role is $57,800 to $95,400. 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 [email protected] to request such an accommodation.

About Us

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.

Please note that at this time, TriNet requires colleagues reporting to TriNet offices, engaging in in-person activities (including off-sites) or engaging in TriNet sponsored business travel, to be fully vaccinated (as defined by the CDC) against COVID-19 or provide proof of a negative PCR test each week. TriNet will consider requests for reasonable accommodations for documented medical reasons and for sincerely held religious beliefs in accordance with applicable law.

TriNet is providing access to a mobile app for colleagues to submit proof of vaccination or negative test results. Please do not include proof of vaccine status or any indication of a possible request for an accommodation when submitting your application materials. If applicable, TriNet will follow up with you directly to request proof of vaccination and to discuss any potential accommodations.