Job highlights

- Bachelors Degree or equivalent combination of degree and experience- preferred . Work Experience
- Typically 2+ years Business process,sales support,or customer service experience- required .
- Typically 1+ years Previous experience with Salesforce.com- preferred .

Job Summary Responsible for executing on sales-initiated requests. Support includes quality review of client submitted documents, data entry of client information to begin client setup on TriNet's platform and scheduling client welcome calls. This role serves as a central point of contact between multiple departments that are involved in closing new business and working closely with the Transition Support Services Supervisors to support projects.

Essential Duties/Responsibilities

- Quality assurance review of client submitted forms for completeness and accuracy
- Researches the answers to prospect questions often working with department subject matter experts to ensure accurate answers are obtained
- Reviews client information and pricing details, to ensure the accuracy of data transference between systems for client setup
- Responsible for scheduling setup and client introductory calls to initiate sales to service transition
- Facilitates communication to multiple departments for post-client setup items for configuration
- Provides ongoing process improvement recommendations and enhancements
- Completes other projects and responsibilities assigned at the manager's discretion
- Performs other duties as assigned
- Complies with all policies and standards

Qualifications

Education

- Bachelors Degree or equivalent combination of degree and experience- preferred





Work Experience

- Typically 2+ years Business process, sales support, or customer service experience- required
- Typically 1+ years Previous experience with Salesforce.com- preferred
- Typically 1+ years PEO industry experience- preferred Knowledge, Skills and Abilities

- Strong user knowledge of internal systems and processes to include product offering, benefits and risk compliance, and service operations
- Ability to adapt quickly to revise process handling and project plans as needed for changing business needs and requirements

- Strong organizational and time management skills with ability to manage multiple competing priorities in a high-volume work environment
- Strong verbal and written communication skills

- Ability to effectively interact with multiple internal departments
- Ability to read and interpret documents such as process policies and contracts
- Highly proficient in Microsoft Office Suite

- Knowledge of risk and benefits underwriting, and payroll preferred

Work Setting

- Work in a clean, pleasant, and comfortable office work 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.

- This position is 100% in office.

Disclaimer: This job posting has been aggregated from external source.

Role details, content, and availability are subject to change. Applicants are advised to confirm the latest information directly on the company website before applying.

📌 Transition Support Services Specialist (Vadali)
🏢 Trinet Group
📍 Vadali