Associate Customer Success Consultant

Posted 4 Hours Ago
Be an Early Applicant
2 Locations
In-Office or Remote
23-36 Hourly
Junior
HR Tech
The Role
Serve as primary contact for a portfolio of PEO clients, delivering payroll, platform, reporting, HR and benefits support, triaging issues, ensuring satisfaction and retention, and leveraging specialist teams for escalations.
Summary Generated by Built In

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 many potential applicants discourage themselves from applying to jobs unless they meet every single requirement. TriNet always strives to hire the most qualified candidate for a particular role, ensuring we deliver outstanding results for our small and medium-size customers. So if you're excited about this role but your past experience doesn't align perfectly with every single qualification in the job description, nobody’s perfect – and we encourage you to apply. You may just be the right candidate for this or other roles

JOB SUMMARY 

The Associate Customer Success Consultant serves as the initial point of contact for an assigned portfolio of TriNet PEO clients. They serve as the Ambassador for our client admins and provide personalized support from a contact that knows payroll, platform support, reporting, HR & benefit administration. The Consultant is backed by a team experts and specialists. The role is critical to providing an outstanding client experience to TriNet's customers. This role generally works with customers who have a lower and/or less frequent operational support need. 

Essential Duties/Responsibilities 

  • Delivers excellent core standard services to customers through providing diligent, accurate, appropriate, timely, and easy-to-use valuable solutions to meet their needs. 75%
  • Ensures proper triage, escalation, and effective resolution of all client inquires, while providing relevant information, and making recommendations. 5% 
  • Organizes and prioritizes work to ensure timely, effective, efficient, and economic delivery of services; ensures customer expectations are met. 5% 
  • Accountable to TriNet’s customer retention and customer satisfaction goals. 5% 
  • Demonstrates excellent internal and external customer service skills. 5% 
  • Effectively leverages resources to ensure business knowledge is current. 5% 

Required for All Jobs 

  • Performs other duties as assigned 
  • Complies with all policies and standards 

QUALIFICATIONS 

Education Required/ Preferred 

  • Bachelor's Degree or equivalent experience preferred 

Work Experience Required/ Preferred 

  • Typically 2+ years Customer service or relationship management experience required 
  • Typically 2+ years Industry experience; 
  • PEO, HR or Payroll Operations required

Licenses and Certifications  

  • Certified Payroll Professional (CPP)-APA preferred or Certified Project Management Professional (PMP)-PMI preferred or Lean Six Sigma Certification IASSC preferred

Knowledge, Skills and Abilities KSAs Proficiency 

  • Knowledge of PEO products, services, and markets, including knowledge of operations, cross-functional workflows, and interaction between the various company units, processes, and systems 
  • Knowledge in payroll and compliance management 
  • Proficiency with Microsoft Office, CRM & HRIS applications, and Virtual Meeting Platforms.
  • Solid understanding of API functionality and ways to address these types of customer requests. 
  • Excellent verbal and written communication skills including interpersonal and presentation and facilitation skills. 
  • Ability to maintain confidentiality of corporate data. 
  • Ability to link client business needs to payroll/platform programs and operational services.
  • Ability to work independently
  • Ability to multi-task, prioritize and complete requests and assignments in a timely manner."

Work Environment: 
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 persons with disabilities to perform the essential functions. The position may be remote and require reliable internet service.

The preferred location for this role is Atlanta, GA, and the salary range for this location is $23.08 to $36.06.  All qualified external applicants will be considered for an in-office role, based in Atlanta.  All qualified internal candidates are encouraged to apply and consider relocation to Atlanta and may be considered for remote hire at the company’s discretion. 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 [email protected] to request such an accommodation.

Skills Required

  • Bachelor's degree or equivalent experience
  • 2+ years customer service or relationship management experience
  • 2+ years industry experience in PEO, HR, or payroll operations
  • Certified Payroll Professional (CPP), PMP, or Lean Six Sigma certification
  • Knowledge of PEO products, services, cross-functional operations and workflows
  • Knowledge in payroll and compliance management
  • Proficiency with Microsoft Office, CRM and HRIS applications, and virtual meeting platforms
  • Solid understanding of API functionality and handling related customer requests
  • Excellent verbal and written communication, presentation and facilitation skills
  • Ability to maintain confidentiality of corporate data
  • Ability to link client business needs to payroll/platform programs and operational services
  • Ability to work independently, multi-task, prioritize and complete requests timely

TriNet Compensation & Benefits Highlights

The following summarizes recurring compensation and benefits themes identified from responses generated by popular LLMs to common candidate questions about TriNet and has not been reviewed or approved by TriNet.

  • Healthcare Strength Access to major national and regional carriers (e.g., Aetna, Kaiser, select Blue plans, and UnitedHealthcare in many states) and multiple plan designs underpin strong health coverage. Consolidated enrollment tools and recognizable networks help many teams view total rewards favorably.
  • Retirement Support A TriNet-sponsored multiple-employer 401(k) administered with Empower simplifies setup and payroll integration. Fiduciary and administrative responsibilities handled by the provider add tangible value to retirement offerings.
  • Flexible Benefits A broad menu spans medical, dental, vision, life/disability, FSA/HSA, EAP, commuter, and other voluntary options with side-by-side plan comparisons and open-enrollment support. Access to add-ons like telemedicine and wellness perks in one platform expands choice for varied workforce needs.

TriNet Insights

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The Company
HQ: Dublin, California
4,405 Employees

What We Do

TriNet (NYSE: TNET) provides small and medium-size businesses (SMBs) with full-service HR solutions tailored by industry. To free SMBs from HR complexities, TriNet offers access to human capital expertise, benefits, risk mitigation and compliance, payroll and real-time technology. From Main Street to Wall Street, TriNet empowers SMBs to focus on what matters most—growing their business.

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