Customer Relationship Manager II

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.
A Brief Overview
The position provides strategic business direction and plans to clients, including the development and oversight of service activities for company products and services. Ensures client satisfaction and engagement by managing the overall business pricing of benefit renewals, administrative charges, and the upselling of products and strategic services.
What you will do

• Provides retention and account management expertise to a portfolio/cohort of customers in partnership with the Customer Experience departments
• Assists in contract negotiations and drives conversations
• Delivers on demand touchpoints to clients, ensuring customer satisfaction and ensuring C-Suite penetration
• Provides support for client service opportunities and coordinates their implementation as needed
• Consults on retention strategies and provides leadership
• Forecasts attrition risk and maintains basic knowledge of customers' portfolios
• Participate in identifying and transitioning customers to alternative service models
• Performs other duties as assigned
• Complies with all policies and standards

Education Qualifications

• Bachelor's Degree or equivalent experience preferred

Experience Qualifications

• Typically 5+ years Retention and/or Account Management Experience

Skills and Abilities

• Excellent communication and interpersonal skills
• Ability to communicate effectively with employees at all levels of the organization
• Knowledge of financial analysis and business acumen
• Knowledge of benefits programs and strategies
• Knowledge of service model pricing
• Excellent interpersonal and presentation skills
• Ability to adapt to a fast-paced, constantly evolving business and work environment while managing multiple priorities
• Proficient in Microsoft Office Suite

Travel Requirements
Minimal
Work Environment
 

• Work in clean, pleasant, and comfortable office or home 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.

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.