Transition Strategy Partner
Core
Strategic partner supporting prospects and customers from pre-sale through implementation and transition for PEO, ASO, and OMS products, resolving complexities and ensuring smooth onboarding.
Role type
Senior IC Transition Strategy Partner
Builds
Client onboarding and transition experience for HR solutions
Domain
Human Resources / SMB Services
Deliverable
client delivery
Required skills
consultative account management, project management, issue management, customer advocacy, problem solving, business acumen, employment law knowledge, data analysis
Preferred skills
CAPM, CPP, PMP, SHRM-SCP, strategic service offerings knowledge
Technologies
Microsoft Office Suite
Responsibilities
Partner with Sales Consultants to project manage prospects and clients through implementation phases; Analyze client businesses to recommend efficient solution configurations and upsell opportunities; Act as liaison between customers and internal teams (Sales, Technical, Operations); Serve as escalation point for complex onboarding scenarios; Educate customers on setup activities and ongoing responsibilities; Identify opportunities for process improvement.
Seniority
Senior, hands-on IC