Gusto, Inc.21.04.2026
Summer Opportunities - Retirement Sales AE
Denver
Обязанности
- 01Manage a mix of consultative inbound retirement opportunities and targeted outbound outreach into high-propensity customer segments
- 02Execute a structured, insight-led outbound motion into Gusto’s customer base, tailoring outreach based on company maturity, payroll signals, benefits footprint, and prior engagement history
- 03Own high-volume SMB retirement sales cycles from discovery through close, with exposure to moderately complex mid-size customer deals
- 04Conduct daily consultative retirement conversations to understand customer goals related to hiring, retention, tax strategy, and compliance
- 05Educate customers on 401(k) basics, plan design options, pricing, employer match considerations, and conversion timelines
- 06Clearly articulate the value of Gusto’s retirement solution as a simple, modern alternative to legacy providers
- 07Partner with customers who maintain existing 401(k) plans with external providers and are seeking to migrate to Gusto’s Retirement platform
- 08Lead discovery to collect and review existing plan documentation, contracts, and service agreements
- 09Collaborate with Gusto’s Legal, Compliance, and Retirement Operations teams to design a compliant switcher strategy
- 10Guide customers through the end-to-end plan switcher process, setting clear expectations, mitigating risk, and ensuring a seamless transition
- 11Maintain an organized retirement sales pipeline in Salesforce, including accurate call notes, opportunity updates, and follow-up tasks
- 12Support forecasting accuracy by keeping pipeline stages and close dates up to date
- 13Capture complex customer questions, objections, and competitive insights from daily conversations
- 14Share feedback with leadership and cross-functional partners to help refine messaging, sales plays, and enablement
- 15Own and work toward achieving a monthly ARR quota driven by new 401(k) sales, plan switchers, and customer expansion
- 16Participate in daily team huddles and 1:1s to review priorities, pipeline, and skill development areas
- 17Contribute to team success by sharing learnings, talk tracks, and wins
Требования
- 012-4 years of quota-carrying sales experience as an Account Executive, Account Manager, or similar role
- 02Prior experience with outbound prospecting, including calls and email-based outreach
- 03Experience in SaaS, benefits, fintech, or financial services preferred
- 04Interest in or exposure to 401(k), retirement, or benefits sales is a plus
- 05Familiarity with Salesforce CRM and sales engagement tools
- 06Strong communication, organization, and time-management skills
- 07Learner's mindset with a deep commitment to continued growth and development
- 08Motivation to thrive in a fast-paced, metrics-driven role while helping small businesses support their employees’ financial futures
Условия
- 01Competitive base pay, benefits, and equity (RSUs)
- 02Physical office spaces in Denver, San Francisco, and New York City
- 03Expected to work from the office on designated days approximately 2-3 days per week