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.

Please note that at this time, TriNet requires colleagues reporting to TriNet offices, engaging in in-person activities (including off-sites) or engaging in TriNet sponsored business travel, to be fully vaccinated (as defined by the CDC) against COVID-19 or provide proof of a negative PCR test each week. TriNet will consider requests for reasonable accommodations for documented medical reasons and for sincerely held religious beliefs in accordance with applicable law.

TriNet is providing access to a mobile app for colleagues to submit proof of vaccination or negative test results. Please do not include proof of vaccine status or any indication of a possible request for an accommodation when submitting your application materials. If applicable, TriNet will follow up with you directly to request proof of vaccination and to discuss any potential accommodations.

JOB SUMMARY/OVERVIEW

The Senior Channel Operations Coordinator is the primary point of contact for new and existing channel referrers and TriNet Sales teams. This individual is responsible for answering questions about terms within agreements, supporting financial and/or legal merger & acquisition documents needed, and ensuring proper Channel account setup and ongoing maintenance.

ESSENTIAL DUTIES/RESPONSIBILITIES

• Process new Channel applications for approvals with Channel Directors and Senior Industry leaders, send agreements via DocuSign, ensure agreement is compliant and operationally sound, within multiple systems and teams.

• Provide SFDC activity reports to TriNet Sales and Channel leaders, by Channel referrer and TriNet Sales Consultants, for yearly production reviews of Channel agreements and account assignment.

• Answer referral payment questions and handle quarterly or yearly payment report requests from Channel referrer, with support from internal teams.

• Calculate and provide monthly payment reports to BSCA, for appointed brokers who referred new TriNet clients electing BSCA as a benefit provider.

• Setup new prospect accounts and opportunities from Strategic Channel referrers, while ensuring adherence to TriNet's Sales ROE is followed and assignment to Sales Consultant is accurate and processed quickly.

• Develop, test and deploy, process and system enhancements to support Channel and Sales.

• Draft and send product, system and/or process enhancement communications to internal teams and external Strategic Channel referrers, approved cross-functionally.

• Assist with content needed for internal and external training, with Marketing and Sales Enablement teams.

• Other projects and responsibilities may be added at the manager’s discretion

JOB REQUIREMENTS AND QUALIFICATIONS

Education:

• Bachelor’s degree desired; or equivalent education and/or related work experience.

Training Requirements (licenses, programs, or certificates):

• N/A

Experience:

• 5+ years of experience in supporting Sales, Channel Sales and/or Channel Operations environments.

• 2+ years of experience with PEO or related insurance industries.

Other Knowledge, Skills and Abilities:

• In depth knowledge of Sales and Channel compensation practices.

• Communicates business correspondence and follows procedure manuals.

• Effectively provide information and respond to questions from groups of managers and clients.

• Ability to apply common sense understanding to carry out instructions furnished in written, oral, or diagram form.

• Ability to deal with problems involving several concrete variables in standardized situations.

• Follow instructions, respond to management direction; take responsibility for own actions; keep commitments; commit to long hours of work when necessary to reach goals; complete tasks on time or notifies appropriate person with an alternate plan.

• Prioritize and plan work activities; use time efficiently; plan for additional resources; set goals and objectives; organize or schedules other people and their tasks; develop realistic action plans.

• Approach others in a tactful manner; react well under pressure; treat others with respect and consideration regardless of their status or position; accept responsibility for own actions; follow through on commitments.

• Demonstrate accuracy and thoroughness; look for ways to improve and promote quality; apply feedback to improve performance; monitor own work to ensure quality.

• Excellent verbal and written communication skills

• Ability to communicate with employees at all levels of the organization

• A demonstrated commitment to high professional ethical standards and a diverse workplace

• Ability to adapt to a fast paced continually changing business and work environment while managing multiple priorities

• Proficient with SalesForce.com.

• Proficient in Microsoft Office Suite.

WORK ENVIRONMENT/OTHER INFORMATION (Travel required, physical requirements, on-call schedules, etc.)

• Minimal travel required

• 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 individuals with disabilities to perform the essential functions.

As an applicant seeking to work in the state of California; city of Cincinnati; the state of Washington; Toledo, Ohio; state of Nevada; state of Connecticut; state of Maryland; or state of Rhode Island you are entitled to information about the salary range for this role. Please contact recruiting@trinet.com for further information.

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.