Transition Strategy Partner

TriNet•Minneapolis, MN

1d•$77,900 - $146,000

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 the sales and onboarding process, partners cross-functionally to remove barriers, and sets accurate expectations to support a smooth transition to TriNet. It helps reduce time to close, optimize solution configuration, and deliver an exceptional onboarding and transition experience for PEO, ASO, and/or OMS products. The role partners with Sales Consultants and customers to project-manage implementation, assess client businesses and recommend solution configurations, advocate for customers, coordinate with internal teams, and educate customers on setup activities, product functionality, and ongoing responsibilities. It also serves as an escalation point for complex onboarding, proactively supports a seamless transition, and contributes to process improvement. The preferred location is Minneapolis, Minnesota. The posting also lists New York, Austin, Denver, Phoenix, Irvine, San Diego, Miami, Charlotte, Raleigh, and Dallas as cities for the team. External applicants will be considered for an in-office role based in Minneapolis; internal candidates may be considered for remote hire at the company's discretion. Travel to assigned client locations may be required 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).
Demonstrates an 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).
Availability to travel to assigned client locations up to 50% of the time.

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 from the sales process through customer onboarding, project-managing prospects and clients through implementation phases, including planning, system setup, policies and rules, and utilization 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 through probing questions, troubleshooting and resolving issues, or advancing issues that may affect implementation or transition success.
Liaise 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.
Serve as an escalation point during complex onboarding scenarios and collaborate 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 support high service standards and a seamless transition experience.
Identify process-improvement opportunities and support the continuous enhancement of transition and onboarding practices.
Perform other duties as assigned.
Comply with all policies and standards.