Transition Strategy Partner

Tri Net 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.

Tri Net 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.

Tri Net 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.

A Brief Overview The Transition Strategy Partner serves a strategic partner across the sales and customer lifecycle, supporting prospects and customers from pre-sale through implementation and transition. This role uncovers and resolves complexities in the sales and onboarding process, partners cross‑functionally to remove barriers, and ensures accurate expectations are set for a smooth transition to Tri Net. The Transition Strategy Partner plays a critical role in reducing time to close, optimizing solution configuration, and delivering an exceptional client onboarding and transition experience for PEO, ASO, and/or OMS products.

Hiring in:

Boston Austin Philadelphia What  you will do Partner with Sales Consultants and prospects beginning in the sales process through completion of customer onboarding, by project managing prospects and clients through all phases of implementation, including planning, system setup, policies and rules, and utilization of additional products and services.

Analyze prospective clients’ businesses to recommend efficient configurations of Tri Net’s solutions including upsell and identification of utilzation opportunities of Tri Net's products and services.

Advocate for customers by identifying gaps through probing questions, troubleshooting, resolving, or advancing issues that may impact implementation or transition success.

Act as a liaison between customers and internal partners (Sales, Customer Experience, Technical, and Operations teams).Maintain detailed knowledge of Tri Net’s core products, strategic service offerings, policies, systems, capabilities, and limitations.

Act as an escalation point during complex onboarding scenarios, collaborating with internal teams to resolve issues and remove blockers.

Educate customers on critical setup activities, product functionality, and their ongoing responsibilities during and after implementation.

Proactively engage clients to ensure high service standards and a seamless transition experience.

Identify opportunities for process improvement and support continuous enhancement of transition and onboarding practices.

Performs other duties as assigned

Complies with all policies and standards

Education Qualifications Bachelor's Degree or 5+ years of equivalent work experience preferred

Experience Qualifications Typically 3+ years of consultative or account management experience required

Typically 1+ years of Sales Support and/or Implementation experience required

Skills and Abilities

Solid knowledge and understanding of state and federal employment laws in Payroll and Leaves. (Basic proficiency)
Strong consultative, critical thinking, and organizational skills. (Intermediate proficiency)
Demonstrates ownership mindset. (Basic proficiency)
Excell…