Description
We are seeking a dedicated 401(k) Onboarding Advocate to join our team as we expand our 401(k) automation program.
Your role will be pivotal in helping employers seamlessly integrate their existing 401(k) plans onto the Gusto Platform.
As a key team member, you will enhance the onboarding experience by guiding customers through a complex process, ensuring timely communication, and maintaining smooth operations.
Your expertise will help alleviate concerns, answer questions, and provide exceptional service to all onboarded customers.
Here's what you'll do day-to-day:
- Drive consultative outreach to keep customer onboarding on track
- Guide customers through the 401(k) automation onboarding process, ensuring clear communication with 401(k) providers and serving as their advocate post-launch
- Be a real partner to your customers, accessible, responsive, and clear
- Project management: anticipate roadblocks and work with relevant partners to ensure a smooth and accurate integration of customer's 401(k)
- Support the development of efficient processes and create resources to enhance the customer experience
- Identify and resolve unexpected issues as they arise
- Qualify interested customers to ensure they are a good fit for the 401(k) automation feature
- Own the entire onboarding journey: confirm plan eligibility and requirements, gather necessary provider and plan details, build and test the plan, and confirm accuracy before go-live
We're looking for:
- At least 3 years of professional work experience, ideally within the retirement, payroll or financial services industry, or a fast-paced startup environment
- Curious about technology, AI tools, and automation
- Data-driven mindset with proven success in metrics-based roles
- Strong background in high-volume account management under tight deadlines and seasonal peaks
- Excellent customer communication skills with experience managing professional interactions with external company partners and customers
- Adaptability and problem-solving skills
- Self-directed execution and highly self-motivated
Our cash compensation range for this role is $23.50 - 26.44 / hour in Denver.
Additional locations will vary based on our geographical pay approach.
Final offer amounts are determined by multiple factors, including candidate location, experience, and expertise, and may vary from the amounts listed above.