Transition Strategy Partner

TriNet•Minneapolis, MN

10d

About The Position

The Transition Strategy Partner serves as a strategic partner across the sales and customer lifecycle, supporting prospects and customers from pre-sale through implementation and transition. The role uncovers and resolves complexities in sales and onboarding, partners across functions to remove barriers, and sets accurate expectations for a smooth transition to TriNet. It helps reduce time to close, optimize solution configuration, and provide an exceptional onboarding and transition experience for PEO, ASO, and/or OMS products. The position partners with Sales Consultants and prospects through customer onboarding, analyzes businesses to recommend solution configurations, advocates for customers, and liaises with Sales, Customer Experience, Technical, and Operations teams. It maintains knowledge of TriNet products, services, policies, systems, capabilities, and limitations; escalates complex onboarding issues; educates customers; and supports improvements to transition and onboarding practices. The preferred location is Minneapolis, Minnesota. The position may be considered for remote hire for qualified internal candidates at the company’s discretion; external applicants will be considered for an in-office role in Minneapolis. Travel to assigned client locations may be up to 50% of the time. The work setting is a clean, pleasant, and comfortable office or home environment.

Requirements

Typically 3+ years of consultative or account management experience.
Typically 1+ years of Sales Support and/or Implementation experience.
Solid knowledge and understanding of state and federal employment laws in Payroll and Leaves (basic proficiency).
Strong consultative, critical-thinking, and organizational skills (intermediate proficiency).
Demonstrated ownership mindset (basic proficiency).
Excellent interpersonal, verbal, written, presentation, and facilitation skills (intermediate proficiency).
Strong business acumen, including the ability to analyze data, perform pricing calculations, and support decision-making (basic proficiency).
Strength in issue management, customer advocacy, problem solving, and relationship building (intermediate proficiency).
Ability to work effectively in a fast-paced, evolving environment while managing multiple priorities (basic proficiency).
Excellent attention to detail (basic proficiency).
Proficiency in Microsoft Office Suite (basic proficiency).
Commitment to professional ethics, collaboration, and a diverse workplace (basic proficiency).
Bachelor’s degree or 5+ years of equivalent work experience preferred.

Nice To Haves

Bachelor’s degree or 5+ years of equivalent work experience.
Certified Associate in Project Management (CAPM).
Certified Payroll Professional (CPP)-APA.
Portfolio Management Professional (PMP).
SPHR or SHRM-SCP.

Responsibilities

Partner with Sales Consultants and prospects from the sales process through customer onboarding, project-managing implementation phases including planning, system setup, policies and rules, and use of additional products and services.
Analyze prospective clients’ businesses and recommend efficient configurations of TriNet solutions, including upsell and opportunities to use TriNet products and services.
Advocate for customers by identifying gaps, asking probing questions, troubleshooting, resolving, or advancing issues that may affect implementation or transition success.
Serve as a liaison between customers and internal Sales, Customer Experience, Technical, and Operations teams.
Maintain detailed knowledge of TriNet’s core products, strategic service offerings, policies, systems, capabilities, and limitations.
Act as an escalation point in complex onboarding scenarios and collaborate with internal teams to resolve issues and remove blockers.
Educate customers on setup activities, product functionality, and their responsibilities during and after implementation.
Proactively engage clients to ensure high service standards and a seamless transition experience.
Identify process-improvement opportunities and support ongoing enhancement of transition and onboarding practices.
Perform other duties as assigned.
Comply with all policies and standards.
Be available to travel to assigned client locations up to 50% of the time.