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Retirement Onboarding Specialist (New Plans)
Gusto
Overview
Manage a dedicated book of business of new enterprise and starter 401(k) plans from signing through activation, ensuring timely plan setup 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
Benefits, from the posting itself
Hover a row for the exact line it came from. Nothing inferred.
401(k)receipt ⟳
“401(k)s, and HR — so owners can focus on their craft and their customers.”
equity (RSUs)receipt ⟳
“equity (RSUs) — because everyone who helps build Gusto should share in its success.”
Key Responsibilities
- Manage a dedicated book of business of new enterprise and starter 401(k) plans from signing through activation, ensuring timely plan setup 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 activation, time to ready, CSAT, and average response time
- Partner cross-functionally with Sales, Operations, and Legal to resolve setup issues and align on client expectations
Key Requirements
- 4+ years of total work experience with 3+ years in client-facing implementation, account management, or technical onboarding; startup and/or financial services experience a plus
- Proven ability to manage a large, active book of business while staying organized and proactive across competing priorities
- Deep knowledge in one or more of the following: SaaS, Operations, or Finance; familiarity with 401(k) plans or retirement plan administration is a plus
- 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
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