Role Description 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 of 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. - 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 inquiries, 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%) Qualifications - Bachelor's Degree or equivalent experience preferred - Typically 2+ years Customer service or relationship management experience required - Typically 2+ years Industry experience; PEO, HR or Payroll Operations required - Certified Payroll Professional (CPP)-APA preferred or Certified Project Management Professional (PMP)-PMI preferred or Lean Six Sigma Certification IASSC preferred - 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 Requirements - Performs other duties as assigned - Complies with all policies and standards Benefits - Medical, dental, and vision plans - Life and disability insurance - 401(K) savings plan - Employee stock purchase plan - Eleven (11) Company observed holidays - PTO and a comprehensive leave program