Retirement Implementation Specialist
WFA Digital Insight
The demand for skilled retirement implementation specialists is on the rise, with the remote job market offering more opportunities than ever. As the small business economy grows, companies like Gusto are playing a crucial role in supporting these enterprises with payroll, health insurance, and 401(k) plans. With a projected increase in retirement plan implementations, candidates with expertise in Salesforce and Excel are in high demand. Gusto's commitment to using AI to enhance its services means that specialists who are adept at leveraging technology will thrive. Before applying, candidates should be aware of the company's hybrid work model and the importance of a client-first mindset in this role.
Job Description
About the Role
The Retirement Implementation Specialist at Gusto is responsible for managing the end-to-end onboarding experience for 401(k) plans on the Gusto platform. This encompasses both new plan implementations and conversions from existing retirement plan providers. The ideal candidate will be proactive, organized, and experienced in client-facing implementation, with the ability to manage a high-volume book of business while maintaining meticulous attention to detail.The role is part of the Retirement Onboarding team, which oversees the critical process of launching brand-new plans and transitioning existing ones to Gusto's 401(k) platform. This team combines operational excellence with a client-first approach, ensuring that plan sponsors and administrators have a seamless and supportive experience.
Gusto is a company that handles the hard stuff — payroll, health insurance, 401(k)s, and HR — so small business owners can focus on their craft and customers. With teams in Denver, San Francisco, and New York, and a remote work option, Gusto supports over 500,000 small businesses nationwide and is committed to building a workplace that reflects the diversity of the people it serves.
What You Will Do
- Manage a dedicated book of business of 401(k) plans from signing through activation, asset transfer, and first contribution processing.
- Serve as the primary point of contact for plan sponsors and administrators via email, phone, and video, including inbound scheduling through Calendly.
- 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.
- For conversion plans, handle the full conversion lifecycle from initial handoff through asset transfer, data reconciliation, and first contribution.
- Work closely with the New Plans and Conversion pods to ensure a cohesive and high-quality onboarding experience for all clients.
- Develop and maintain a deep understanding of Gusto's 401(k) platform and its capabilities to provide expert guidance to plan sponsors and administrators.
- Collaborate with internal teams to resolve issues and improve the overall implementation process.
What We Are Looking For
- Experience in client-facing implementation, preferably in a retirement plan or financial services context.
- Proficiency in Salesforce and Excel, with the ability to learn and adapt to new software and systems.
- Strong organizational and time management skills, with the capacity to manage multiple plans and priorities simultaneously.
- Excellent communication and interpersonal skills, with the ability to build strong relationships with plan sponsors, administrators, and internal stakeholders.
- A proactive and client-first mindset, with a focus on delivering high-quality results and ensuring client satisfaction.
- Ability to work in a fast-paced environment and adapt to changing priorities and deadlines.
- Knowledge of retirement plan regulations and compliance requirements is a plus.
Nice to Have
- Experience with AI tools and technologies, and a willingness to develop proficiency in these areas.
- Certification in retirement plan administration or a related field.
- Previous experience working in a hybrid or remote work environment.
Benefits and Perks
- Competitive base pay and equity (RSUs), reflecting Gusto's commitment to sharing its success with its employees.
- Comprehensive benefits package, including health insurance, 401(k) matching, and paid time off.
- Opportunities for professional growth and development, including training and education programs.
- Flexible work arrangements, including remote and hybrid options, to support work-life balance.
- Access to cutting-edge technology and tools, including AI-powered solutions.
- A dynamic and diverse work environment that values innovation, collaboration, and client satisfaction.
How to Stand Out
- Develop a strong understanding of Salesforce and Excel to increase your chances of success in this role.
- Highlight your experience in client-facing implementation and your ability to manage multiple priorities and deadlines.
- Showcase your knowledge of retirement plan regulations and compliance requirements to demonstrate your expertise.
- Be prepared to discuss your experience with AI tools and technologies, and your willingness to learn and adapt to new systems.
- Emphasize your proactive and client-first mindset, and provide examples of how you have delivered high-quality results in previous roles.
- Consider obtaining certification in retirement plan administration or a related field to enhance your credentials and career prospects.
This is a remote position listed on WFA Digital, the platform for professionals who work from anywhere. Browse more remote jobs across all categories.