Remote opportunity at
GustoRetirement Onboarding Specialist (New Plans)
Gusto operates a platform serving over half a million small businesses nationwide by providing payroll, human resources, health insurance, and 401(k) administration. The company seeks a…
Career Tools
About This Role
Gusto operates a platform serving over half a million small businesses nationwide by providing payroll, human resources, health insurance, and 401(k) administration. The company seeks a Retirement Onboarding Specialist to oversee the complete implementation cycle for newly signed enterprise and starter retirement plans on the Gusto 401(k) platform. This position functions as the primary point of contact for plan sponsors and administrators after plan execution, guiding clients through initial setup…
Job Description
Gusto operates a platform serving over half a million small businesses nationwide by providing payroll, human resources, health insurance, and 401(k) administration. The company seeks a Retirement Onboarding Specialist to oversee the complete implementation cycle for newly signed enterprise and starter retirement plans on the Gusto 401(k) platform. This position functions as the primary point of contact for plan sponsors and administrators after plan execution, guiding clients through initial setup and ensuring the successful processing of their first contributions. The role suits an organized, proactive professional with strong client-facing implementation experience who can manage a large active portfolio while maintaining a client-first approach. Team members at Gusto are expected to actively engage with artificial intelligence tools relevant to their responsibilities and build fluency over time. Full-time employees receive standard benefits, base pay, and equity in the form of restricted stock units. Depending on where staff members reside, hybrid work schedules require working from physical offices in Denver, San Francisco, New York City, or Scottsdale approximately two to three days each week or more.
Responsibilities
- Manage a dedicated book of business covering new enterprise and starter 401(k) plans from contract signing through plan activation and first contribution processing.
- Serve as the main point of contact for plan administrators and sponsors via telephone, email, and video calls, including scheduling through Calendly.
- Assist employers through pre-ready task dashboards, offering proactive follow-ups to prevent delays and maintain activation schedules.
- Track and achieve key performance benchmarks such as average response times, customer satisfaction scores, time to ready, and time to activation.
- Collaborate across departments with Legal, Sales, and Operations teams to resolve configuration challenges and align client expectations.
- Relay customer feedback to product management and leadership teams to support platform enhancements.
- Utilize artificial intelligence applications to boost efficiency, handle client correspondence, and optimize daily workflows.
Requirements
- Possess at least four years of total professional experience.
- Accumulate a minimum of three years of background in client implementation, technical onboarding, or account management.
- Demonstrate proficiency in managing a high-volume active portfolio across competing priorities.
- Bring deep knowledge in finance, operations, or SaaS domains.
- Show proficiency using Salesforce along with case management and collaboration software.
- Demonstrate strong verbal and written communication abilities across phone, video, and email channels.
- Maintain a secure, reliable, and consistent internet connection when approved for remote work days.
Qualifications
- Prior experience working in startup environments or financial services.
- Familiarity with 401(k) plans or retirement plan administration.
- Knowledge of ERISA regulations and payroll systems.
- Hold or actively pursue an RPS or CRPS designation.
Core Skills
Benefits
- Competitive base pay
- Company benefits
- Equity in the form of restricted stock units
Frequently Asked Questions
What is the employment type for this role?
The posting specifies that this is a full-time position.
What are the remote work and office requirements?
The position is hybrid, requiring employees based near company offices in Denver, San Francisco, New York City, or Scottsdale to work on-site approximately two to three days per week or more. A secure and reliable internet connection is required for any non-office days.
What is the salary range for this position?
The cash compensation ranges from $26.84 to $32.21 per hour specifically in Denver, while final offers for other locations depend on factors such as candidate experience and expertise.
What experience level is required to apply?
Candidates must have at least four years of total professional experience, including a minimum of three years in technical onboarding, client-facing implementation, or account management.
Sample Interview Questions
AI-generated questions tailored to this specific role — a preview of the full practice set.