Associate Customer Success Consultant

TriNet•Atlanta, GA

2d•Onsite

About The Position

The Associate Customer Success Consultant serves as the initial point of contact for an assigned portfolio of TriNet PEO clients. They serve as the Ambassador for our client admins and provide personalized support from a contact that knows payroll, platform support, reporting, HR & benefit administration. The Consultant is backed by a team experts and specialists. The role is critical to providing an outstanding client experience to TriNet's customers. This role generally works with customers who have a lower and/or less frequent operational support need.

Requirements

Typically 2+ years Customer service or relationship management experience required
Typically 2+ years Industry experience; PEO, HR or Payroll Operations required
Knowledge of PEO products, services, and markets, including knowledge of operations, cross-functional workflows, and interaction between the various company units, processes, and systems (Intermediate proficiency)
Knowledge in payroll and compliance management (Intermediate proficiency)
Proficiency with Microsoft Office, CRM & HRIS applications, and Virtual Meeting Platforms. (Intermediate proficiency)
Solid understanding of API functionality and ways to address these types of customer requests. (Intermediate proficiency)
Excellent verbal and written communication skills including interpersonal and presentation and facilitation skills. (Intermediate proficiency)
Ability to maintain confidentiality of corporate data. (Advanced proficiency)
Ability to link client business needs to payroll/platform programs and operational services. (Intermediate proficiency)
Ability to work independently (Intermediate proficiency)
Ability to multi-task, prioritize and complete requests and assignments in a timely manner. (Intermediate proficiency)

Nice To Haves

Bachelor's Degree or equivalent experience preferred
Certified Payroll Professional (CPP)-APA preferred or Certified Project Management Professional (PMP)-PMI preferred or Lean Six Sigma Certification-IASSC preferred

Responsibilities

Delivers excellent core standard services to customers through providing diligent, accurate, appropriate, timely, and easy-to-use valuable solutions to meet their needs.
Ensures proper triage, escalation, and effective resolution of all client inquires, while providing relevant information, and making recommendations.
Organizes and prioritizes work to ensure timely, effective, efficient, and economic delivery of services; ensures customer expectations are met.
Accountable to TriNet’s customer retention and customer satisfaction goals.
Demonstrates excellent internal and external customer service skills.
Effectively leverages resources to ensure business knowledge is current.
Performs other duties as assigned
Complies with all policies and standards