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Specialist, Field Acceleration

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Customer Experience
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1900971 Requisition #
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JOB SUMMARY/OVERVIEW
The Field Acceleration Specialist ensures that proposals and contracts are generated and managed efficiently and that the customer set up process is completed in a timely manner. This position also supports the sales consultants and sales managers in generating accurate proposals and in reviewing the prospect census, pricing analysis, and discounting analysis. Additionally, this position is responsible for generating reports and providing systems support. Throughout sales operations processes, the Field Accelerations Specialist serves as a central point of contact between the multiple departments that are necessary in closing new business.

ESSENTIAL DUTIES/RESPONSIBILITIES
- Manages customer contract and execution processes
Works closely with Legal department to ensure language included in customer contracts is appropriate
- Reviews all documentation provided by client for compliance in regards to benefits risk and underwriting requirements; requests missing information as needed
- Oversees all special billing for clients for core and strategic services
- Facilitates client welcome calls and the new client on-boarding checklist process
- Performs sales system troubleshooting and testing for system enhancements
- Responsible for data entry of client set up information across multiple systems
- Participates in weekly market team meetings as a training and communication resource for sales consultants on sales processes and enhancements
- Conducts training sessions as needed with sales consultants relative to proposal and contract processes
- Provides ongoing process improvement recommendations and enhancements
- Serves as the main contact for vendors in remote offices
- Completes other projects and responsibilities assigned at the supervisor’s discretion

JOB REQUIREMENTS AND QUALIFICATIONS
Education: Bachelor’s degree; or equivalent combination of education and experience
Training Requirements (licenses, programs, or certificates): None
Experience:
- Minimum 2 - 3 years of related business process or sales support experience
- Previous experience with Salesforce.com preferred
- Previous experience with drafting contracts and managing contract generation and audit preferred
- General project management experience preferred
- PEO industry experience preferred

Other Knowledge, Skills and Abilities:
- Strong user knowledge of internal systems and processes to include product offering, benefits and risk compliance, and service operations
- Ability to adapt quickly to revise project plans as needed for changing business needs and requirements
- Strong organizational and time management skills with ability to manage multiple competing priorities in a high volume work environment
- Strong verbal and written communication skills
- Ability to effectively interact with multiple internal departments
- Ability to read and interpret documents such as process policies and contracts
- Highly proficient in Microsoft Office Suite
- Knowledge of risk and benefits underwriting preferred - Strong knowledge of contract documents preferred - Strong organizational skills with ability to manage multiple competing priorities in a high volume work

WORK ENVIRONMENT/OTHER INFORMATION (Travel required, physical requirements, on-call schedules, etc.)
- Sitting for long periods of time is necessary
- Work in clean, pleasant, and comfortable office setting with moderate noise level
- 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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