Retirement Implementation Specialist

Gusto is seeking Retirement Implementation Specialists to manage the end-to-end onboarding experience for 401(k) plans on the Gusto platform.

The Implementation Specialist will guide plan sponsors and administrators through either a new plan setup or a full conversion lifecycle, ensuring a seamless implementation experience and maintaining meticulous attention to detail.

Key responsibilities include:

• Managing a dedicated book of business of 401(k) plans from signing through activation, asset transfer, and first contribution processing
• Serving as the primary point of contact for plan sponsors and administrators via email, phone, and video
• Guiding employers through pre-ready task dashboards and proactively following up to prevent stalls
• Monitoring and driving performance against key benchmarks including time to activate, time to ready, CSAT, and average response time
• Gathering required documentation and supporting accurate data submission for conversion plans
• Partnering cross-functionally with Sales, Operations, and Legal to resolve setup and compliance issues

Requirements:

• 4+ years of total work experience with 3+ years in client-facing implementation, account management, technical onboarding, or retirement plan administration
• Proven ability to manage a large, active book of business involving complex, multi-step processes
• Deep knowledge in one or more of the following: SaaS, Operations, or Finance; retirement plan experience strongly preferred
• Strong analytical skills and meticulous attention to detail
• Proficiency with Salesforce and comfort working across case management and collaboration tools

Gusto offers competitive base pay, benefits, and equity (RSUs) to all full-time employees.