Hybrid opportunity at
GustoRetirement Onboarding Specialist (New Plans)
Gusto operates a platform serving over 500,000 small businesses nationwide by handling payroll, health insurance, 401(k) services, and human resources tasks from offices located in San…
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About This Role
Gusto operates a platform serving over 500,000 small businesses nationwide by handling payroll, health insurance, 401(k) services, and human resources tasks from offices located in San Francisco, Denver, and New York. The organization is currently hiring a full-time Retirement Onboarding Specialist (New Plans) on a hybrid work basis. In this position, the professional manages the complete implementation journey for new enterprise and starter 401(k) plans. Acting as the primary contact…
Job Description
Gusto operates a platform serving over 500,000 small businesses nationwide by handling payroll, health insurance, 401(k) services, and human resources tasks from offices located in San Francisco, Denver, and New York. The organization is currently hiring a full-time Retirement Onboarding Specialist (New Plans) on a hybrid work basis.
In this position, the professional manages the complete implementation journey for new enterprise and starter 401(k) plans. Acting as the primary contact for plan sponsors and administrators, the specialist guides clients through setup tasks, ensures first contributions are processed correctly, and helps employers meet their target launch dates.
This opportunity suits individuals with a client-first mindset and operational organization who can manage a high volume of accounts across phone, email, and video channels. Employees are expected to engage with artificial intelligence tools relevant to their daily workflows.
Responsibilities
- Manage a dedicated book of business covering new enterprise and starter 401(k) plans from contract signing through activation and first contribution processing.
- Act as the primary contact for plan administrators and sponsors via telephone, email, and video calls.
- Guide employers through pre-ready task dashboards and perform proactive follow-ups to keep plan setups on schedule.
- Track performance metrics such as time to activation, time to ready, CSAT, and average response times.
- Collaborate across departments with Sales, Legal, and Operations teams to address setup concerns.
- Relay client feedback to leadership and product groups to support platform enhancements.
- Utilize artificial intelligence applications to optimize daily communications and administrative workflows.
Requirements
- Possess at least 4 years of total professional experience.
- Accumulate a minimum of 3 years of background in client-facing implementation, technical onboarding, or account management.
- Demonstrate expertise in SaaS, Finance, or Operations.
- Maintain proficiency with Salesforce along with case management software.
- Demonstrate strong communication skills via email, phone, and video.
Qualifications
- Bring previous background in startup organizations or financial services.
- Show familiarity with retirement plan administration or 401(k) plans.
- Hold or actively pursue an RPS or CRPS designation.
- Demonstrate knowledge regarding ERISA regulations and payroll platforms.
Core Skills
Benefits
- Competitive base pay and equity through RSUs for all full-time personnel.
- Comprehensive employee benefits package.
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 role?
This is a full-time position.
Is this position remote?
The role follows a hybrid work model. Employees based near Gusto office locations in Denver, San Francisco, or New York City are expected to work from the office approximately two to three days per week or more depending on the assignment.
What is the salary for the Retirement Onboarding Specialist position?
The posting states that cash compensation ranges from $26.84 to $32.21 per hour in Denver, with final amounts determined by location, experience, and expertise. Salary for other locations is not specified.
What experience is required to apply?
Candidates must have four or more years of total work experience, including at least three years in client-facing implementation, account management, or technical onboarding.
Sample Interview Questions
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