Customer Transition Consultant

 

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TriNet is a leading provider of comprehensive human resources solutions for small to midsize businesses (SMBs). We enhance business productivity by enabling our clients to outsource their HR function to one strategic partner and allowing them to focus on operating and growing their core businesses. Our full-service HR solutions include features such as payroll processing, human capital consulting, employment law compliance and employee benefits, including health insurance, retirement plans and workers’ compensation insurance.

TriNet has a nationwide presence and an experienced executive team. Our stock is publicly traded on the NYSE under the ticker symbol TNET. If you’re passionate about innovation and making an impact on the large SMB market, come join us as we power our clients’ business success with extraordinary HR.

Don't meet every single requirement? Studies have shown that women and people of color are less likely to apply to jobs unless they meet every single requirement. At TriNet, we are dedicated to building a diverse, inclusive and authentic workplace, so if you're excited about this role but your past experience doesn't align perfectly with every single qualification in the job description, we encourage you to apply anyways. You may just be the right candidate for this or other roles.

JOB SUMMARY

The position serves as a liaison between the company's new clients and internal departments, such as sales operations, payroll, benefits, 401(k), risk management, and field operations. This role ensures that the new account is successfully transitioned through the implementation process.

Essential Duties/Responsibilites % TIME

Assists clients through every aspect of implementation, from planning, to customer setup policies and rules, to benefit selection and funding, to employee setup, data validation, and systems and processes training

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Analyzes clients' business needs to recommend optimal configurations of products

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Explains the concept of co-employment and employer of record in terms of the client's responsibilities

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Achieves client satisfaction by providing excellent customer service according to department standards and referral activities

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Advocates for the client and resolves or advances product/service issues that detract from the optimal implementation experience

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Achieves client satisfaction and on-time completion of transitions

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Reports implementation status internally and to appropriate client contacts on a timely and accurate basis

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Assigns the ongoing client services team to the client timely and effectively

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QUALIFICATIONS

Education Education Level Education Details Required/
Preferred

Bachelor's Degree

or equivalent experience

Preferred

Work Experience Experience Experience Details Required/
Preferred

Typically 2+ years

Licenses and Certifications Licenses/Certifications Licenses/Certification Details Time Frame Required/
Preferred

preferred

Knowledge, Skills and Abilities KSAs Proficiency

Excellent communication skills

Knowledge and understanding of both state and federal employment laws

Excellent interpersonal, presentation and facilitation skills

Proficient in Microsoft Office Suite

Solid understanding of basic mathematical skills to perform mathematical computation

effectively and efficiently for pricing and conducting data analysis required

Strong account management and business acumen

Solid organization and time management skills

Demonstrated strength in issue management and customer relationship skills

Work Environment:

Work in clean, pleasant, and comfortable home or office setting. The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable persons with disabilities to perform the essential functions. |Position may be considered remote and require reliable and consistent internet service.

The salary range for this role is $57,800 to $95,400. The candidate’s final salary offer will be based on the candidate’s skills, education, work location and experience.

A candidate’s compensation may also include bonuses consistent with TriNet’s corporate bonus plan.

Additionally, subject to applicable eligibility requirements, TriNet offers permanent full-time employees a variety of benefits including medical, dental, and vision plans, life and disability insurance, a 401(K) savings plan, an employee stock purchase plan, eleven (11) Company observed holidays, PTO and a comprehensive leave program. Please click the following link for detailed information about our benefits offerings: https://www.trinet.com/documents/blt5b61a1040aae1904

Please Note: TriNet reserves the right to change or modify job duties and assignments at any time. The above job description is not all encompassing. Position functions and qualifications may vary depending on business necessity.

TriNet is an Equal Opportunity Employer and does not discriminate against applicants based on race, religion, color, disability, medical condition, legally protected genetic information, national origin, gender, sexual orientation, marital status, gender identity or expression, sex (including pregnancy, childbirth or related medical conditions), age, veteran status or other legally protected characteristics. Any applicant with a mental or physical disability who requires an accommodation during the application process should contact recruiting@trinet.com to request such an accommodation.

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