# 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_4683d1ef-288

## Description

Gusto is seeking Retirement Implementation Specialists to manage the end-to-end onboarding experience for 401(k) plans on the Gusto platform. The ideal candidate is proactive, organized, and experienced in client-facing implementation.

### About the Role

The Implementation Specialist guides plan sponsors and administrators through either a new plan setup or a full conversion lifecycle. They work exclusively with plan sponsors and administrators, bringing operational rigor and a client-first mindset to every interaction.

### Responsibilities

- Manage a dedicated book of business of 401(k) plans 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

- Guide employers through pre-ready task dashboards, proactively following up to prevent stalls and keep plans on track

- 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

- Partner cross-functionally with Sales, Operations, and Legal to resolve setup and compliance 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

- 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, technical onboarding, or retirement plan administration

- Proven ability to manage a large, active book of business involving complex, multi-step processes simultaneously

- 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, particularly around data accuracy and reconciliation

- Proficiency with Salesforce and comfort working across case management and collaboration tools

- 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

## Skills

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

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

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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)