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Posted Jun 25

Future Opportunities: Retirement Implementation Specialist

at Gusto

Denver, United StatesHybrid

Responsibilities

  • Manage a dedicated book of business of 401(k) plans — new enterprise/starter plans, conversion plans, or both — from signing through activation, asset transfer, and first contribution processing
  • 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 activate, time to ready, CSAT, and average response time

Requirements

  • AI is a fundamental part of how work gets done at Gusto. We expect all team members to actively engage with AI tools relevant to their role and grow their fluency as the technology evolves. AI experience
  • experience for 401(k) plans on the Gusto platform, spanning both new plan implementations and conversions from existing retirement plan providers.
  • experience from day one, instilling trust and laying the foundation for long-term client success.
  • Use AI tools to streamline workflows, improve client communications, and increase efficiency across your book of business Here's what we're looking for
  • experience with 3+ years in client-facing implementation, account management, technical onboarding, or retirement plan administration; startup and/or financial services experience a plus
  • Proven ability to manage a large, active book of business involving complex, multi-step processes simultaneously while staying organized and proactive across competing priorities
  • Deep knowledge in one or more of the following: SaaS, Operations, or Finance; retirement plan
  • experience strongly preferred; familiarity with 401(k) plans, ERISA requirements, payroll systems, bundled vs. unbundled providers, or Safe Harbor compliance is a plus
  • Proficiency with Salesforce and comfort working across case management and collaboration tools in a fast-paced environment
  • Ability to identify and escalate potential setup or compliance issues early, partnering with the right internal teams to resolve them

Experience

  • 4+ years of total work

Benefits

  • We handle the hard stuff — payroll, health insurance, 401(k)s, and HR — so owners can focus on their craft and their customers.
  • All full-time employees receive competitive base pay, benefits, and equity (RSUs) — because everyone who helps build Gusto should share in its success.

Additional details

  • At Gusto, we're on a mission to grow the small business economy.
  • With teams in Denver, San Francisco, and New York, we support more than 500,000 small businesses nationwide and are building a workplace that reflects the people we serve.
  • Offer amounts are determined by role, level, and location.
  • Learn more about our Total Rewards philosophy .
  • requirements vary by role and will be assessed during the interview process.
  • Gusto is seeking retirement implementation specialists who thrive in a fast-paced, consultative environment and are interested in being considered for future start dates in 2026 .
  • If you’d like to be considered for future opportunities with our team, please complete the form below and upload your resume.
  • While start dates are still being determined for 2026, we’d love to connect! Does this sound like you? Apply below About the Role:
  • Depending on team assignment, this role guides plan sponsors and administrators through either a new plan setup or a full conversion lifecycle (from initial handoff through asset transfer, data reconciliation, and first contribution).
  • The ideal candidate is proactive, organized, and experienced in client-facing implementation — comfortable managing a high-volume book of business, maintaining meticulous attention to detail, and confidently guiding employers through complex, multi-step processes.

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