Remote opportunity at
GustoRetirement Implementation Specialist
Gusto operates with a mission to support the small business economy by managing payroll, health insurance, 401(k) programs, and human resources for over 500,000 businesses nationwide.…
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About This Role
Gusto operates with a mission to support the small business economy by managing payroll, health insurance, 401(k) programs, and human resources for over 500,000 businesses nationwide. The company maintains physical offices in Denver, San Francisco, New York City, and Scottsdale, and utilizes artificial intelligence as an essential component of daily workflows. The Retirement Implementation Specialist oversees the complete onboarding journey for 401(k) plans transitioning to the platform. This position manages…
Job Description
Gusto operates with a mission to support the small business economy by managing payroll, health insurance, 401(k) programs, and human resources for over 500,000 businesses nationwide. The company maintains physical offices in Denver, San Francisco, New York City, and Scottsdale, and utilizes artificial intelligence as an essential component of daily workflows.
The Retirement Implementation Specialist oversees the complete onboarding journey for 401(k) plans transitioning to the platform. This position manages the full lifecycle from the initial handover through asset movement, data reconciliation, and the submission of the first contribution. Working exclusively with plan sponsors and administrators via telephone, email, and video calls, the specialist guides employers through multi-step tasks while collaborating cross-functionally with Legal, Sales, and Operations teams.
This opportunity suits professionals with a strong background in retirement plan mechanics, technical account management, or client-facing implementation who excel at managing large books of business. Candidates must demonstrate meticulous attention to detail and a willingness to adopt AI tools to enhance daily operational efficiency.
Responsibilities
- Manage a dedicated portfolio of 401(k) plan conversions from initial agreement signing to final asset transfer and first contribution
- Collect required documentation from plan sponsors and administrators to facilitate accurate recordkeeping and data transitions
- Act as the primary communication contact via email, phone, and video, including handling inbound scheduling through Calendly
- Assist employers through pre-ready task dashboards to prevent delays and maintain target start dates
- Track performance metrics such as time to activation, time to ready, CSAT, and response time
- Coordinate with Operations, Sales, and Legal departments to manage client expectations and handle complex plan modifications
- Utilize artificial intelligence applications to optimize workflows and client messaging across assigned accounts
Requirements
- Minimum of two years of total work experience
- At least one year of experience in client-facing implementation, retirement plan administration, or technical account management
- Demonstrated ability to manage an active portfolio involving complex and multi-step workflows simultaneously
- Expertise in SaaS, Operations, or Finance
- Strong analytical abilities with precise attention to data accuracy and reconciliation
- Familiarity with Salesforce and case management collaboration software
- Strong communication capabilities across digital and voice channels with a client-focused approach
- Reliable and consistent internet connection when working away from a company office
- Regular and predictable attendance to maintain team and customer connectivity
Qualifications
- Retirement plan experience
- Startup or financial services sector background
- RPS or CRPS designation, or active pursuit of either certification
- Familiarity with ERISA standards, payroll applications, bundled versus unbundled providers, or Safe Harbor compliance
Core Skills
Benefits
- Competitive base pay
- Standard employee benefits
- Equity in the form of restricted stock units (RSUs)
Frequently Asked Questions
Answers are based only on the employer’s listing; where it doesn’t say, neither do we.
What is the employment type for this position?
The posting specifies that this is a full-time position.
What salary range is offered for the Retirement Implementation Specialist role?
The cash compensation range is listed as $53,750.00 to $64,500.00 per year specifically for candidates located in Denver and Atlanta. Final offer amounts are determined by factors such as location, experience, and expertise.
What are the experience requirements to apply?
Applicants must have at least two years of total work experience, including one year or more in client-facing implementation, technical account management, or retirement plan administration.
Is AI experience required for this job?
The posting notes that AI experience requirements vary by role and will be evaluated during the interview process, while expecting all team members to actively engage with relevant AI tools.
Sample Interview Questions
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