# Retirement Implementation Specialist

**Company**: Gusto
**Location**: San Francisco, CA - Hybrid; Denver, CO - Hybrid; New York, NY - Hybrid; United States - Remote
**Work arrangement**: hybrid
**Experience**: senior
**Job type**: full-time
**Category**: Operations
**Industry**: Finance

**Apply**: https://job-boards.greenhouse.io/gusto/jobs/8040766?utm_source=yubhub.co&utm_medium=jobs_feed&utm_campaign=apply
**Canonical**: https://yubhub.co/jobs/job_07a241d8-4ba

## Description

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.

## Skills

### Required
- SaaS
- Operations
- Finance
- Salesforce
- Client-facing implementation
- Retirement plan administration

### Nice to have
- RPS
- CRPS
- 401(k) plans
- ERISA requirements
- Payroll systems

---

Source: [Apply at job-boards.greenhouse.io](https://job-boards.greenhouse.io/gusto/jobs/8040766?utm_source=yubhub.co&utm_medium=jobs_feed&utm_campaign=apply)