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TriNet

PEO delivering HR outsourcing for SMBs

Manager – Transition Strategy Partner

Customer SuccessConfirmed live in the last 24 hours
Full-timeRemote

About the Job

Requirements

  • A Bachelor's degree is required.
  • Typically, at least 5 years of experience in customer onboarding, implementation, transition services, or related areas is required.
  • Typically, at least 2 years of people leadership experience is required.
  • Advanced leadership and coaching capabilities to develop high-performing teams are required.
  • Advanced understanding of customer onboarding, implementation, and transition processes is required.
  • Intermediate ability to balance strategic priorities with operational execution is required.
  • Intermediate consultative, analytical, and problem-solving skills are required.
  • Advanced ability to manage escalations, risk, and complex customer scenarios is required.
  • Intermediate communication, presentation, and facilitation skills are required.
  • Intermediate business acumen, including understanding sales processes, contracts, and solution configuration, is required.
  • Intermediate ability to manage multiple priorities in a fast-paced environment is required.
  • Advanced commitment to service excellence, customer advocacy, and continuous improvement is required.
  • Advanced commitment to high professional ethical standards and a diverse workplace is required.

Responsibilities

  • Lead, coach, and develop Transition Strategy Partners, driving performance, goal alignment, and ongoing capability building.
  • Foster a high-accountability, customer-focused culture through training, coaching, and day-to-day guidance.
  • Oversee end-to-end transition delivery to ensure timely, high-quality onboarding and customer outcomes.
  • Manage resource alignment, provide escalation support, and guide teams through complex customer scenarios.
  • Partner with Sales to ensure accurate scoping, feasibility, and alignment of customer solutions.
  • Mitigate risk on complex deals and support faster deal cycles by addressing onboarding dependencies and operational constraints.
  • Establish and monitor key performance indicators to track onboarding timelines, quality, and customer experience.
  • Ensure adherence to standards, drive performance reviews, and maintain visibility into risks and outcomes.
  • Act as a key liaison across departments to drive aligned execution.
  • Resolve escalations and remove blockers to maintain onboarding success and delivery timelines.
  • Drive process and system improvements to enhance efficiency, scalability, and onboarding execution.
  • Leverage insights to refine playbooks, standardize practices, and support automation initiatives.
  • Perform other duties as assigned.
  • Comply with all policies and standards.
  • Travel as required to support client engagements and business priorities.

Desired Qualifications

  • Certified Associate in Project Management (CAPM) is preferred.
  • Project Management Professional (PMP) certification is preferred.
  • Certified Payroll Professional (CPP) certification is preferred.
  • Professional in Human Resources (PHR) or SHRM Certified Professional (SHRM-CP) certification is preferred.
  • Senior Professional in Human Resources (SPHR) or SHRM Senior Certified Professional (SHRM-SCP) certification is preferred.

About the Company

TriNet

PEO delivering HR outsourcing for SMBs

TriNet provides outsourced HR solutions for small and medium-sized businesses using a professional employer organization (PEO) model. It acts as the legal employer of its clients’ workers and handles payroll, benefits administration, workers’ compensation, and regulatory compliance through an integrated platform. Clients outsource HR tasks and are charged per employee, with pricing varying by service level. The company positions itself by combining co-employment with an all-in-one HR platform and industry-focused services for tech, financial services, and life sciences, aiming to help SMBs manage HR costs and regulatory risk so they can focus on their core business.

Company size
1,001-5,000
Company stage
IPO
Headquarters
San Leandro, CA
Founded
1988

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