# Retirement Onboarding Specialist (New Plans)

**Company**: Gusto
**Location**: Denver, CO
**Work arrangement**: hybrid
**Experience**: senior
**Job type**: full-time
**Salary**: $26.84/hour to $32.21/hour
**Category**: Operations
**Industry**: Finance

**Apply**: https://job-boards.greenhouse.io/gusto/jobs/8248245?utm_source=yubhub.co&utm_medium=jobs_feed&utm_campaign=apply
**Canonical**: https://yubhub.co/jobs/job_173acc2a-a5d

## Description

At Gusto, we're on a mission to grow the small business economy.

The Onboarding Specialist manages the end-to-end onboarding experience for new enterprise 401(k) plans on the Gusto 401(k) platform.

**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

- Surface client feedback to product and leadership to inform platform improvements, and stay current on 401(k) regulations and best practices to provide accurate, confident guidance to employers

- Use AI tools to streamline workflows, improve client communications, and increase efficiency across your book of business

**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

- 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; familiarity with ERISA requirements and payroll systems a plus

**Benefits**

- Competitive base pay

- Benefits

- Equity (RSUs)

**Salary**

- $26.84/hour to $32.21/hour

## Skills

### Required
- SaaS
- Operations
- Finance
- Salesforce
- Client-facing implementation
- Account management
- Technical onboarding

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

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Source: [Apply at job-boards.greenhouse.io](https://job-boards.greenhouse.io/gusto/jobs/8248245?utm_source=yubhub.co&utm_medium=jobs_feed&utm_campaign=apply)