This role serves as a central point of contact between multiple departments involved in closing new business and transitioning clients to service
Job Summary
This role serves as a central point of contact between multiple departments involved in closing new business and transitioning clients to service.
The position requires executing sales-initiated requests including quality review of client documents, data entry for platform setup, and scheduling welcome calls.
TriNet is a leading provider of comprehensive human resources solutions for small to midsize businesses, offering payroll, compliance, and benefits services.
Matching Summary
This role serves as a central point of contact between multiple departments involved in closing new business and transitioning clients to service.
Skills & Requirements
Must-have
2+ years business process experience
Strong organizational and time management skills
Ability to manage multiple competing priorities
Nice-to-have
Previous Salesforce.com experience preferred
PEO industry experience preferred
Knowledge of risk and benefits underwriting
Key Requirements
Bachelor's Degree or equivalent combination
2+ years business process or customer service experience