Retirement Onboarding Specialist (New Plans)

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