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Associate Customer Success Consultant

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 women and people of color are less likely to apply to jobs unless they meet every single requirement. At TriNet, we are dedicated to building a diverse, inclusive and authentic workplace, so if you're excited about this role but your past experience doesn't align perfectly with every single qualification in the job description, we encourage you to apply anyways. 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. 
  • Ensures proper triage, escalation, and effective resolution of all client inquires, while providing relevant information, and making recommendations. 
  • Organizes and prioritizes work to ensure timely, effective, efficient, and economic delivery of services; ensures customer expectations are met.
  • Accountable to TriNet’s customer retention and customer satisfaction goals.
  • Demonstrates excellent internal and external customer service skills. 
  • Effectively leverages resources to ensure business knowledge is current. 

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. Position may be remote and require reliable internet service.

The salary range for this role is $46,904.00 to $70,408.00. 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 recruiting@trinet.com to request such an accommodation. 

Average salary estimate

$58656 / YEARLY (est.)
min
max
$46904K
$70408K

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What You Should Know About Associate Customer Success Consultant, TriNet

Are you ready to make a significant impact? Join TriNet as an Associate Customer Success Consultant in Atlanta, Georgia! At TriNet, we're all about enabling small to midsize businesses to flourish. You'll be the friendly point of contact for our clients, supporting them with everything from payroll to HR benefits. Imagine being the ambassador for our client admins, delivering tailored support to each of them! Your role is vital; you'll help ensure that clients have exceptional experiences by providing timely and accurate solutions. With a robust team backing you, expectations will always be met with excellence. You'll triage and resolve inquiries, keeping a pulse on client satisfaction and retention. While you may deal with a lighter workload, your attention to detail and prioritization skills will ensure efficiency. Your ability to communicate clearly—whether in person or through virtual meetings—will be essential. If you have a bachelor's degree and at least two years of customer service or relationship management experience, you could be the perfect match for this role. TriNet values diverse backgrounds; if you’re excited about contributing but don't meet all criteria, we encourage you to apply. Come and be part of our mission to empower our clients' business growth through extraordinary HR solutions. Your career with TriNet awaits, filled with growth and learning opportunities in a stimulating environment that champions inclusivity and innovation!

Frequently Asked Questions (FAQs) for Associate Customer Success Consultant Role at TriNet
What are the responsibilities of the Associate Customer Success Consultant at TriNet?

As an Associate Customer Success Consultant at TriNet, you will play a crucial role in managing an assigned portfolio of clients by delivering exceptional customer service. You'll be responsible for providing timely support related to payroll, platform assistance, and various HR services. Additionally, you will handle inquiries, ensuring proper escalation and resolution while maintaining a strong focus on customer satisfaction and retention. Your ability to organize and prioritize tasks effectively will be pivotal in meeting clients' needs.

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What qualifications does TriNet require for the Associate Customer Success Consultant position?

TriNet seeks candidates for the Associate Customer Success Consultant position who ideally have a bachelor's degree or equivalent experience, along with at least two years of customer service or relationship management experience. Experience in PEO, HR, or Payroll Operations is essential. While certifications like CPP, PMP, or Lean Six Sigma are preferred, they are not mandatory. Prospective applicants should have strong communication skills and a solid understanding of payroll and compliance management.

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How does TriNet support diversity and inclusion for the Associate Customer Success Consultant role?

At TriNet, we pride ourselves on fostering a diverse and inclusive environment for all employees, including those applying for the Associate Customer Success Consultant role. We understand that many individuals may hesitate to apply if they don't meet every requirement. Therefore, we encourage candidates from diverse backgrounds to consider applying, as your unique experiences may be a significant asset to our team and our clients.

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What does a typical work environment look like for an Associate Customer Success Consultant at TriNet?

The work environment for an Associate Customer Success Consultant at TriNet is designed to be clean, pleasant, and comfortable, with an emphasis on creating a supportive atmosphere for productivity. The position may be remote, so reliable internet access is crucial. Our company values employee well-being, striving to provide the resources needed to achieve success in your role while maintaining work-life balance.

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What benefits can I expect as an Associate Customer Success Consultant at TriNet?

As an Associate Customer Success Consultant at TriNet, you will have access to a comprehensive benefits package that includes medical, dental, and vision plans, life and disability insurance, a 401(K) savings plan, and an employee stock purchase plan. We also offer generous PTO, eleven company-observed holidays, and opportunities for professional development, ensuring that you have the support you need to thrive in your career.

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Common Interview Questions for Associate Customer Success Consultant
Can you describe your experience in customer service and how it relates to the Associate Customer Success Consultant position?

When answering this question, focus on specific examples from your previous customer service roles. Highlight your ability to handle client inquiries, resolve issues, and maintain a positive customer experience. Emphasize how your skills align with TriNet's commitment to exceptional service.

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How do you prioritize your tasks when managing multiple client inquiries?

Discuss your approach to organization and time management. You might explain techniques such as using a priority matrix or setting deadlines to tackle urgent requests first, showcasing your commitment to efficiency and meeting client needs at TriNet.

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What strategies do you use to maintain strong relationships with clients?

Share concrete strategies that you employ, such as regular communication, active listening, and personalized follow-ups that reflect your understanding of the client's business. Relate your answer back to how you would foster positive relationships as an Associate Customer Success Consultant at TriNet.

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How familiar are you with payroll processing and compliance management?

Be prepared to discuss your understanding of payroll processes and compliance regulations. Touch on any relevant experience or training you've had, and convey your willingness to learn and adapt, especially in a dynamic environment like TriNet's.

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How do you ensure that you stay informed about changes in HR regulations and best practices?

Mention your proactive approach to professional development. This can include attending relevant workshops, subscribing to industry publications, or participating in forums. This shows that you are committed to providing accurate and up-to-date information to clients as their Associate Customer Success Consultant at TriNet.

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Describe a time when you turned a dissatisfied customer into a satisfied one.

Use the STAR method (Situation, Task, Action, Result) to structure your response. Share a specific instance where you effectively addressed a client's concerns and how your actions not only resolved the issue but also strengthened the relationship, which would resonate well with TriNet's customer-first philosophy.

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What tools and technology are you comfortable using in a customer service role?

Discuss your proficiency with CRM systems, HRIS applications, and communication platforms. If you have experience with any tools specifically used in payroll processing or compliance, mention those as well, showing your readiness to adapt to TriNet's technology stack.

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How do you handle stress and pressure while supporting clients?

Explain your coping strategies, whether it’s through organization, staying positive, or taking structured breaks. Relate this to how you would manage stressful situations as an Associate Customer Success Consultant at TriNet, ensuring that client needs are still met.

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How would you handle a situation where you don’t know the answer to a client’s question?

Emphasize your resourcefulness. Describe how you would handle the situation by assuring the client of your commitment to finding the answer and promptly following up, reflecting TriNet's dedication to excellent customer support.

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Why do you want to work as an Associate Customer Success Consultant at TriNet?

This is your chance to share your passion for helping businesses succeed through exceptional HR solutions. Discuss how TriNet’s values align with yours and express your excitement about contributing to a company that makes a real difference in the SMB market.

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At TriNet, our mission is to power business success with incredible HR. We rally around a shared vision of becoming the most trusted advisor to small and medium-sized businesses by harnessing the power of scale.

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Full-time, hybrid
DATE POSTED
April 8, 2025

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