Gusto, Inc.05.06.2026
Future Opportunities: Retirement Implementation Specialist
Denver
Обязанности
- 01Manage a dedicated book of business of 401(k) plans — new enterprise/starter plans, conversion plans, or both — from signing through activation, asset transfer, and first contribution processing
- 02Serve as the primary point of contact for plan sponsors and administrators via email, phone, and video — including inbound scheduling through Calendly
- 03Guide employers through pre-ready task dashboards, proactively following up to prevent stalls and keep plans on track for their plan start date
- 04Monitor and drive performance against key benchmarks including time to activate, time to ready, CSAT, and average response time
- 05For conversion plans: gather required documentation, support accurate data submission, and partner with Operations to ensure smooth asset transfers and recordkeeping transitions
- 06Partner cross-functionally with Sales, Operations, and Legal to resolve setup and compliance issues and align on client expectations
- 07Surface client feedback to product and leadership to inform platform improvements, and stay current on 401(k) regulations and best practices
- 08Use AI tools to streamline workflows, improve client communications, and increase efficiency across your book of business
Требования
- 014+ years of total work experience with 3+ years in client-facing implementation, account management, technical onboarding, or retirement plan administration; startup and/or financial services experience a plus
- 02Proven ability to manage a large, active book of business involving complex, multi-step processes simultaneously while staying organized and proactive across competing priorities
- 03Deep knowledge in one or more of the following: SaaS, Operations, or Finance; retirement plan experience strongly preferred; familiarity with 401(k) plans, ERISA requirements, payroll systems, bundled vs. unbundled providers, or Safe Harbor compliance is a plus
- 04Strong analytical skills and meticulous attention to detail, particularly around data accuracy and reconciliation
- 05Proficiency with Salesforce and comfort working across case management and collaboration tools in a fast-paced environment
- 06Strong communication skills across email, phone, and video with a client-first mindset
- 07Ability to identify and escalate potential setup or compliance issues early, partnering with the right internal teams to resolve them
- 08RPS or CRPS designation a plus, or active pursuit of either
Условия
- 01Competitive base pay, benefits, and equity (RSUs)
- 02Hybrid work model: 2-3 days per week in office (Denver, San Francisco, or New York City)
- 03Secure, reliable, and consistent internet connection required for remote work