User's Cover Picture
User's avatar

Julie Williams

Prospect, United States
Customer Transition Consultant at Trinet
Joined November 28, 2023


have a diverse and unique background in human resources management, onboarding coordination, and administrative support, with almost a decade of workforce experience. I hold a Technical Diploma in Information Technology from New Horizons Computer Learning Centers, and a Master Cosmetologist degree from Paul Mitchell the School-Louisville. I am certified in Six Sigma Foundations and HR Leadership by LinkedIn, and have taken the HIGH5 Strengths Test, which revealed my strengths as a Coach, Problem Solver, Deliverer, Optimist and Catalyst. I am passionate about learning new technologies and applying them to improve customer experience and satisfaction. I value teamwork, collaboration, and continuous improvement, and I strive to exceed client expectations and deliver quality results.
User avatar
Aug 2023 – Present
Customer Transition Consultant
Serve as liaison between new clients and internal departments (sales ops, payroll, benefits, etc.). • Ensure successful transition of new accounts through implementation. • Drive client satisfaction and retention by delivering smooth service. • Manage multiple client implementations simultaneously. • Lead clients through TriNet's implementation process. • Facilitate client welcome calls and onboarding checklists. • Conduct New Employee Orientation activities. • Resolve implementation issues across departments. • Analyze client business needs for optimal TriNet solution configuration. • Advocate for clients within TriNet to resolve issues. • Train customer contacts on TriNet's Online Platform. • Provide timely reporting on implementation status. • Maintain thorough knowledge of TriNet's products and services. • Use of Tableau to track data sets • Lead clients through Company Spin-Off process. • Manage client terminations • Experience in PEO environment • Payroll, benefits, HR experience • Strong mathematical and analytical skills. • Understanding of PEO industry and co-employment advantages. • Advanced knowledge of Payroll functions and regulations. • Knowledge of benefit plans, human capital trends, and best practices. • Excellent communication, presentation, and facilitation skills. • Strong account management and business acumen. • Ability to communicate with all levels of the organization. • Proficient in Microsoft Office Suite. • Commitment to ethical standards and diversity. • Adaptability to changing environments and priorities. • Strong issue management and customer relationship skills