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Customer Experience
2000963 Requisition #
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.
Responsible for guiding new customers through the early phases of transition and providing consultative support for set up, Benefits, and HR.  Will complete a post-sale needs assessment for additional services and products to round out a value-added customer journey. This position effectively establishes, maintains, builds and manages relationships at all levels to ensure TriNet is successfully helping clients achieve their business strategies and human capital return on investment. Must have excellent account management skills and be customer-focused with understanding that the customer's best interests are served through smooth, seamless implementation and service delivery.

• Provides support and compliant advice regarding basic customer HR policy, benefits selection and strategy decisions during key transition engagements
• Conducts online New Customer Set-up Site meetings with assigned clients
• Promotes overall company value proposition by conducting a broader needs assessment to identify opportunities and gaps and makes recommendations on auxiliary products and services to drive additional value-add for our customers.
• Acts as an escalation point for onboarding services, working with the team to develop solutions to problems, drive customer alignment and be accountable for engagement success
• Delivers timely and valuable transition services and consulting to clients utilizing TriNet’s service model, templates, resources, and product suite, in accordance with company guidelines, standards and processes to ensure quality and compliance.
• Communicates plans objectives, progresses and critical issues internally and externally as required while collaborating cross-functionally to ensure quick customer resolution as needed.
• Maintains a thorough knowledge of TriNet’s core products and services as well as strategic services.
• Other projects and responsibilities may be added at the manager’s discretion.

• Bachelor’s degree desired; or equivalent education and/or related work experience.

Training Requirements (licenses, programs, or certificates):
• PHR / SHRM-CP preferred (or to obtain within first year of hire)

• Minimum three plus years of experience in business consulting, client, or employee onboarding
• Minimum 3 years' Human Resources Generalist and/or Specialist experience required.
• Two years of experience with customer support, preferably in a PEO environment.
• Prior sales interaction experience desired

Other Knowledge, Skills and Abilities:
• Understanding of the PEO (Professional Employer Organization) industry, concept, and co-employment advantages / benefits.
• Knowledge of business life cycles and ability to anticipate customer needs
• Ability to read and interpret documents such as processes, policies, and contracts
• Robust organizational skills with ability to manage multiple competing priorities in a high-volume work environment
• Strong account management and project management skills
• Strong business acumen with excellent verbal and written communication skills
• Excellent interpersonal, presentation and facilitation skills
• A demonstrated commitment to high professional ethical standards and a diverse workplace
• Ability to adapt to a fast paced continually changing business and work environment while managing multiple priorities
• Knowledge of and ability to apply excellent customer service and consultative practices.
• Knowledge and ability to give advice on employment law and Human Capital best practices and trends, leverage additional SMEs as needed
• Good verbal and written communication skills.
• General knowledge in HR Compliance Management, Process, Benefit Programs and ER issues.
• Ability to gain the cooperation of others in pursuit of company goals
• Knowledge and strong understanding of TriNet practices, policies, processes, systems capabilities, and limitations are desired.
• Basic skills to perform mathematical computation effectively and efficiently for pricing and conducting data analysis required.
• Ability to operate a personal computer to accomplish work and leverage technology to gain efficiencies required.
• Ability to work well within a team in an office.
• Proficient in Microsoft Office Suite

WORK ENVIRONMENT/OTHER INFORMATION (Travel required, physical requirements, on-call schedules, etc.)
• Minimal travel required (10-15%)
• Sitting for long periods of time is necessary
• Work in clean, pleasant, and comfortable 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 individuals with disabilities to perform the essential functions.

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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