Remote opportunity at
GustoRetirement Implementation Specialist
Gusto is looking for a Retirement Implementation Specialist to oversee the onboarding experience for 401(k) plans transferring to the Gusto platform. In this remote position, you…
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About This Role
Gusto is looking for a Retirement Implementation Specialist to oversee the onboarding experience for 401(k) plans transferring to the Gusto platform. In this remote position, you will manage a dedicated portfolio of plan conversions from the initial handoff all the way through asset transfer, data reconciliation, and the first contribution. Working exclusively with plan sponsors and administrators, you will serve as the primary contact via email, phone, and video, guiding…
Job Description
Gusto is looking for a Retirement Implementation Specialist to oversee the onboarding experience for 401(k) plans transferring to the Gusto platform. In this remote position, you will manage a dedicated portfolio of plan conversions from the initial handoff all the way through asset transfer, data reconciliation, and the first contribution. Working exclusively with plan sponsors and administrators, you will serve as the primary contact via email, phone, and video, guiding employers through pre-ready task dashboards to prevent delays and maintain compliance.
Gusto provides payroll, health insurance, 401(k)s, and HR services to support over 500,000 small businesses across the nation, with physical teams located in Denver, San Francisco, and New York. This role suits professionals who possess a strong grasp of retirement plan mechanics, exceptional attention to detail, and the ability to lead clients through intricate, multi-step procedures. You will collaborate closely with cross-functional groups such as Operations, Sales, and Legal to ensure accurate recordkeeping and timely asset movements. Additionally, team members are expected to utilize artificial intelligence tools to optimize workflows and enhance client interactions.
Responsibilities
- Manage a designated portfolio of 401(k) plan conversions from initial signing to completed asset transfers and first contributions
- Collect necessary documentation from plan sponsors and administrators to facilitate accurate data submission and recordkeeping transitions
- Act as the main point of contact via phone, email, and video calls, handling inbound scheduling through Calendly
- Direct employers through pre-ready task dashboards to prevent bottlenecks and ensure timelines align with plan start dates
- Track and improve metrics related to activation time, readiness speed, client satisfaction, and response duration
- Collaborate with Operations, Legal, and Sales departments to manage asset transfers and address complex plan modifications
- Apply artificial intelligence tools to boost efficiency, streamline daily processes, and improve client communications
Requirements
- At least two years of total professional experience
- Minimum of one year of experience in client-facing implementation, technical account management, or retirement plan administration
- Demonstrated capability to simultaneously handle a large active portfolio involving multi-step, complex processes
- Proficiency in SaaS, Operations, or Finance
- Strong analytical skills with a high degree of precision regarding data accuracy and reconciliation
- Experience using Salesforce and navigating case management and collaboration tools
- Strong communication abilities across phone, video, and email with a client-focused mindset
Qualifications
- Background in startups and/or the financial services sector
- Specialized knowledge in retirement plan administration
- Active pursuit or possession of the RPS or CRPS designation
- Familiarity with ERISA regulations, payroll platforms, bundled versus unbundled providers, or Safe Harbor compliance
Core Skills
Benefits
- Competitive base pay
- Company 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.
Is this position remote?
Yes, this role is listed with a remote location.
What is the employment type?
The posting specifies that this is a full-time position.
What is the salary range for this job?
The cash compensation range is listed as $53,750.00 to $64,500.00 per year for candidates in Denver and Atlanta, with final offers determined by factors such as location, experience, and expertise.
What experience is required to apply?
Applicants must have at least two years of total work experience, including a minimum of one year in client-facing implementation, technical account management, or retirement plan administration.
Sample Interview Questions
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