Gusto, Inc.
Retirement Implementation Specialist
Remote (Worldwide)RemotePosted Today
Full TimeMidRemote
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Job Description
About GustoAt Gusto, we're on a mission to grow the small business economy. We handle the hard stuff — payroll, health insurance, 401(k)s, and HR — so owners can focus on their craft and their custome
Key Highlights
- Manage 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
- Serve as the primary point of contact for plan sponsors and administrators via email, phone, and video — including inbound scheduling through Calendly
- Guide employers through pre-ready task dashboards, proactively following up to prevent stalls and keep plans on track for their plan start date
- Monitor and drive performance against key benchmarks including time to activate, time to ready, CSAT, and average response time
- For conversion plans: gather required documentation, support accurate data submission, and partner with Operations to ensure smooth asset transfers and recordkeeping transitions
Qualifications
Required Qualifications
- 4+ 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
- Proven ability to manage a large, active book of business involving complex, multi-step processes simultaneously while staying organized and proactive across competing priorities
- Deep 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
- Strong analytical skills and meticulous attention to detail, particularly around data accuracy and reconciliation
- Proficiency with Salesforce and comfort working across case management and collaboration tools in a fast-paced environment
- Strong communication skills across email, phone, and video with a client-first mindset
- Ability to identify and escalate potential setup or compliance issues early, partnering with the right internal teams to resolve them
- RPS or CRPS designation a plus, or active pursuit of either
- 4+ 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
- Proven ability to manage a large, active book of business involving complex, multi-step processes simultaneously while staying organized and proactive across competing priorities
- Deep 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
- Strong analytical skills and meticulous attention to detail, particularly around data accuracy and reconciliation
- Proficiency with Salesforce and comfort working across case management and collaboration tools in a fast-paced environment
- Strong communication skills across email, phone, and video with a client-first mindset
- Ability to identify and escalate potential setup or compliance issues early, partnering with the right internal teams to resolve them
- RPS or CRPS designation a plus, or active pursuit of either
About the Company
Gusto, Inc.
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Job Details
Employment Type
Full Time
Experience Level
Mid
Location
Remote (Worldwide)
Work Mode
Remote
Posted
Today