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Prospects and develops new B2B business for TriNet’s HR solutions among companies with 5–99 employees. Builds territory plans, manages pipelines, conducts consultative sales meetings, prepares proposals, engages executives and business owners, develops referral partnerships, and manages complex 3–6-month sales cycles using Salesforce and related sales tools to achieve quotas.

Pursue new SMB prospects and sell TriNet’s HR solutions, including payroll, benefits, and compliance services. Responsibilities include territory planning, cold outreach, referral-network development, opportunity qualification, consultative selling, proposal creation, executive presentations, pipeline management, and quota attainment. The role manages multiple complex sales opportunities through a three-to-six-month sales cycle while using Salesforce, LinkedIn Sales Navigator, ZoomInfo, and quoting tools. Regular travel within the assigned sales region is required.

Leads enterprise-wide customer experience and process improvement initiatives, serving as the voice of the customer. The role drives journey improvements, operational excellence, enablement, change adoption, and measurable business outcomes. It partners with Revenue, Operations, Technology, Product, Marketing, HR, and Analytics to improve service quality, customer health, renewals, knowledge management, and workflow effectiveness. The Director also leads cross-functional teams, influences senior stakeholders, applies data and AI-enabled tools, and manages strategic programs across geographically dispersed teams.

Provides benefits administration and support to clients, worksite employees, and internal teams. Handles benefits inquiries through phone, chat, email, and cases; researches issues, documents findings, resolves low- to mid-complexity tasks, performs root cause analysis, routes Salesforce and Perceptive Content items, and escalates matters when appropriate.

Processes 30–70+ multi-state employee terminations daily, calculating final wages, PTO payouts, deductions, benefits, and off-cycle payments. Advises clients on final-pay regulations, portal submissions, and compliance requirements while resolving issues and coordinating with internal teams. Maintains records, prepares SOX compliance audits, updates employee data, and identifies process improvements to enhance client experience.

Leads corporate ethics and compliance investigations, including misconduct, fraud, corruption, conflicts of interest, and non-compliance matters. Reviews disclosures and concerns, gathers evidence, interviews stakeholders, prepares investigative reports, performs root-cause analysis, and recommends remediation. Supports ethics policies, training, communications, case management, culture surveys, governance frameworks, and Board reporting. Partners with Legal, Internal Audit, People, and senior management to strengthen controls and promote ethical conduct.

Serves as the initial point of contact for client inquiries involving payroll, benefits, and human resources. Resolves low-complexity issues through phone, email, chat, and service cases; triages and escalates complex matters; documents interactions in Salesforce; manages cases to resolution; and meets customer satisfaction, retention, and contact-center performance goals.

Supports Sales Consultants throughout the sales cycle by researching prospects, identifying business needs, preparing presentations and proposals, participating in client interactions, coordinating meetings, maintaining Salesforce records, and completing sales support tasks. The role includes structured training, coaching, mentorship, and development of consultative selling, communication, organization, and business development skills.

Leads strategic sourcing and supplier management for indirect spend categories including Facilities, Finance, HR, Insurance, Marketing, and Sales. Owns sourcing strategies, RFPs, supplier evaluations, negotiations, contracting, third-party risk reviews, governance, compliance, renewals, cost savings, and supplier performance. Partners with Legal, Finance, IT, Security, Compliance, and senior business leaders in a regulated services environment.

Supports Sales Consultants throughout the sales cycle by researching prospects, identifying business needs, preparing presentations and proposals, coordinating client meetings, drafting follow-up communications, and maintaining Salesforce CRM records. The role includes structured sales training, coaching, mentorship, and exposure to consultative selling. Associates develop communication, prospecting, organization, and client engagement skills with potential progression into field sales roles.