Client Strategy Partner

TriNet•Dublin, CA

5h•$100,800 - $226,750

About The Position

The Client Strategy Partner serves as the strategic relationship, consultative HR advisory, and growth-oriented owner for an assigned portfolio of Service Plus clients. This field-based advisor partners with executives and business leaders to align TriNet’s HR, payroll, benefits, compliance, and workforce solutions with client business objectives. Through proactive account management, strategic HR consultation, and executive relationship building, the role supports client value realization, retention, revenue protection, renewal success, and growth. The role works closely with Service Professionals and internal specialists, while leading commercial strategy, executive engagement, and business outcomes for the assigned book of business. The position requires a bachelor’s degree or equivalent education and experience, typically eight or more years of related experience, and substantial experience in HR consulting or related client-facing work. Relevant HR certifications are required or must be obtained within the program timeline. Domestic travel may be required up to 50%. The work may be performed in a clean, comfortable office or home setting. The salary range is $100,800 to $226,750, with potential bonus compensation under TriNet’s corporate bonus plan. Eligible permanent full-time employees may receive medical, dental, and vision coverage; life and disability insurance; a 401(k) savings plan; an employee stock purchase plan; company-observed holidays; PTO; and a comprehensive leave program.

Requirements

Bachelor’s degree or equivalent combination of education and experience.
Typically 8 or more years of related experience, or equivalent experience.
Typically 5 or more years of experience in HR consulting, HR business partnership, client relationship management, account management, customer success, PEO advisory, or a related client-facing business environment.
Typically 5 or more years advising business owners, executives, and senior leaders on workforce strategy, HR matters, talent and retention, benefits, compliance, and organizational growth.
Typically 5 or more years building trusted executive relationships and influencing business decisions through consultative guidance and strong business acumen.
Typically 5 or more years supporting client retention, renewals, revenue protection, value realization, and growth initiatives.
Typically 5 or more years identifying and mitigating business, workforce, and client relationship risks while delivering strategic solutions.
PHR, SPHR, SHRM-CP, SHRM-SCP, or equivalent HR certification required, or required by the program timeline.
Strong HR fluency and ability to engage credibly in strategic HR conversations with business owners, executives, and senior decision makers.
Strong commercial judgment and ability to connect client priorities, workforce needs, HR and service outcomes, referral potential, sales support opportunities, and TriNet capabilities to retention, renewals, revenue protection, and growth.
Ability to prepare for and lead executive-level client conversations, including value realization, strategic HR advisory discussions, renewal readiness, business reviews, risk mitigation, and relationship recovery.
Strong listening, consultation, negotiation, presentation, and executive communication skills; able to tailor messaging to client context and stakeholder level.
Ability to influence without authority, align stakeholders, and drive coordinated outcomes across clients and internal partners.
Working knowledge of HR, payroll, benefits, compliance, risk, service operations, and client lifecycle matters.
Ability to operate independently in ambiguous, high-impact, and time-sensitive situations, exercising sound judgment within established guidelines and escalation paths.
Strong account planning, portfolio management, prioritization, documentation, and follow-through discipline.
Proficiency with Salesforce, CRM, case management, reporting, AI-enabled tools, Microsoft Office Suite, and related systems.
Commitment to high ethical standards and a diverse workplace.

Nice To Haves

Experience working in or with a PEO, HR outsourcing, payroll, benefits, customer success, or business services environment.
HR Consulting, HR Business Partner, Customer Success, or Account Management certification.

Responsibilities

Manage strategic client relationships as the primary advisor to executive stakeholders, building trusted partnerships, understanding business priorities, and strengthening long-term engagement and retention.
Drive client retention and revenue protection by identifying renewal risks, workforce challenges, competitive threats, and client concerns, and developing strategies to preserve client satisfaction and contract value.
Lead renewal planning and negotiations by preparing and delivering client-specific strategies, value narratives, and pricing discussions that support profitable renewals within established guidelines.
Provide strategic HR and business consultation by connecting workforce trends, business objectives, benefits strategy, compliance considerations, and people-related challenges to TriNet’s PEO solutions.
Identify growth and referral opportunities by uncovering opportunities to expand client value, increase service adoption, support workforce growth initiatives, and generate referrals.
Coordinate cross-functional client solutions with Service Professionals and internal specialists in HR, payroll, benefits, compliance, legal, pricing, and other functions.
Resolve escalations and commercial risks, including executive concerns, relationship issues, renewal objections, service-related risks, and other client challenges.
Maintain account plans and business discipline by documenting client engagements, strategic plans, risks, opportunities, and next steps in Salesforce and other systems.
Perform other duties as assigned.
Comply with all policies and standards.