Transition Strategy Partner

TriNet•Dublin, CA

2h•$34 - $77•Hybrid

About The Position

The Transition Strategy Partner serves a strategic partner across the sales and customer lifecycle, supporting prospects and customers from pre-sale through implementation and transition. This role uncovers and resolves complexities in the sales and onboarding process, partners cross‑functionally to remove barriers, and ensures accurate expectations are set for a smooth transition to TriNet. The Transition Strategy Partner plays a critical role in reducing time to close, optimizing solution configuration, and delivering an exceptional client onboarding and transition experience for PEO, ASO, and/or OMS products.

Requirements

Typically 3+ years of consultative or account management experience required
Typically 1+ years of Sales Support and/or Implementation experience required
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)
Demonstrates ownership mindset. (Basic proficiency)
Excellent interpersonal, verbal, written, presentation, and facilitation skills. (Intermediate proficiency)
Strong business acumen with the ability to analyze data, perform pricing calculations, and support decision‑making. (Basic proficiency)
Demonstrated 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 details. (Basic proficiency)
Proficient in Microsoft Office Suite. (Basic proficiency)
Commitment to professional ethics, collaboration, and a diverse workplace. (Basic proficiency)

Nice To Haves

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

Responsibilities

Partner with Sales Consultants and prospects beginning in the sales process through completion of customer onboarding, by project managing prospects and clients through all phases of implementation, including planning, system setup, policies and rules, and utilization of additional products and services.
Analyze prospective clients’ businesses to recommend efficient configurations of TriNet’s solutions including upsell and identification of utilzation opportunities of TriNet's products and services.
Advocate for customers by identifying gaps through probing questions, troubleshooting, resolving, or advancing issues that may impact implementation or transition success.
Act as a liaison between customers and internal partners (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 during complex onboarding scenarios, collaborating with internal teams to resolve issues and remove blockers.
Educate customers on critical setup activities, product functionality, and their ongoing responsibilities during and after implementation.
Proactively engage clients to ensure high service standards and a seamless transition experience.
Identify opportunities for process improvement and support continuous enhancement of transition and onboarding practices.
Performs other duties as assigned
Complies with all policies and standards