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.
JOB SUMMARY/OVERVIEW
The Field Operations Consultant acts in strategic partnership with sales consultants and new customers to provide guidance to facilitate a smooth process up to onboarding onto TriNet’s service platform. This position effectively establishes and manages client relationships at all levels to ensure TriNet is successfully helping prospective clients achieve their business strategies and human capital return on investment. Additionally, this position is responsible for increasing their satisfaction and expediting the closing process. Must have excellent account management and communication skills, with a strong customer focus.
ESSENTIAL DUTIES/RESPONSIBILITIES
• Manage multiple prospective clients through TriNet’s sales process acting in a strategic role to understand their business needs, recommend services, and address questions to ensure a transparent process.
• Guide prospective clients through aspects of TriNet’s sales process including product selection, benefit selection and funding methods, and to facilitate the hand off to onboarding teams.
• Analyze client’s business needs to determine optimal configuration of TriNet’s solutions.
• Deliver excellent client service to achieve client satisfaction as defined by department standards and reference activity.
• Effectively transition the client timely to the onboarding team.
• Maintain 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.
JOB REQUIREMENTS AND QUALIFICATIONS
Education: • Bachelor’s degree preferred; or equivalent combination of education and experience
Training Requirements (licenses, programs, or certificates): None
Experience:
• Minimum 1 to 2 years’ experience in a consultative role or account management.
• Minimum 1 year experience interfacing with a company's sales organization.
• Experience with implementations and/or support in a PEO environment preferred.
• Experience interfacing with a company's sales organization.
Other Knowledge, Skills and Abilities:
• Understanding of the PEO (Professional Employer Organization) industry, concept, and co-employment advantages / benefits is preferred.
• Advanced knowledge of Payroll functions, federal / state wage laws, and general payroll policies, procedures, and regulations.
• Knowledge of benefit plans/structures, human capital trends and best practices.
• Excellent verbal and written communication skills.
• Strong account management.
• Strong business acumen.
• Ability to communicate with employees at all levels of the organization.
• Strong knowledge and understanding of both state and federal employment laws.
• Excellent interpersonal skills.
• Excellent presentation and facilitation skills.
• Strong organization and time management 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.
• Demonstrated strength in issue management and customer relationship skills.
• Proficient in Microsoft Office Suite
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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