Retirement Implementation Specialist

Gusto

Job Location:

San Francisco, CA - USA

Monthly Salary: Not Disclosed

Posted on: 21 days ago

Vacancies: 1 Vacancy

Job Summary

About Gusto

At Gusto were on a mission to grow the small business economy. We handle the hard stuff payroll health insurance 401(k)s and HR so owners can focus on their craft and their customers. With teams in Denver San Francisco and New York we support more than 500000 small businesses nationwide and are building a workplace that reflects the people we serve.

All full-time employees receive competitive base pay benefits and equity (RSUs) because everyone who helps build Gusto should share in its success. Offer amounts are determined by role level and location. Learn more about our Total Rewards philosophy.

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 requirements vary by role and will be assessed during the interview process.

Submit your interest to join our CX team!

Gusto is seeking retirement implementation specialists who thrive in a fast-paced consultative environment and are interested in beingconsidered for future start dates in 2026. If youd 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 wed love to connect! Does this sound like you Apply below

About the Role:

The Implementation Specialist manages the end-to-end onboarding experience for 401(k) plans on the Gusto platform spanning both new plan implementations and conversions from existing retirement plan providers. 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. They work exclusively with plan sponsors and administrators and bring both operational rigor and a client-first mindset to every interaction.

About the Team:

The Retirement Onboarding team oversees two of the most consequential moments in a clients journey with Gusto 401(k): launching a brand-new plan and transitioning an existing one to a new provider. The New Plans pod designs a seamless implementation experience from day one instilling trust and laying the foundation for long-term client success. The Conversion pod handles operationally complex asset transfers with precision ensuring sponsors and administrators feel supported at every step and that assets move accurately and on time. Across both we combine operational excellence with a client-first approach.

Heres what youll do day-to-day

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
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: gather required documentation support accurate data submission and partner with Operations to ensure smooth asset transfers and recordkeeping transitions
Partner cross-functionally with Sales Operations and Legal to resolve setup and compliance issues and align on client expectations
Surface client feedback to product and leadership to inform platform improvements and stay current on 401(k) regulations and best practices
Use AI tools to streamline workflows improve client communications and increase efficiency across your book of business

Heres what were looking for

4 years of total work 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
Strong analytical skills and meticulous attention to detail particularly around data accuracy and reconciliation
Proficiency with Salesforce and comfort working across case management and collaboration tools in a fast-paced environment
Strong communication skills across email phone and video with a client-first mindset
Ability to identify and escalate potential setup or compliance issues early partnering with the right internal teams to resolve them
RPS or CRPS designation a plus or active pursuit of either

Gusto has physical office spaces in Denver San Francisco and New York City. Employees who are based in those locations will be expected to work from the office on designated days approximately 2-3 days per week (or more depending on role). The same office expectations apply to all Symmetry roles Gustos subsidiary whose physical office is in Scottsdale.

Note: The San Francisco office expectations encompass both the San Francisco and San Jose metro areas.

When approved to work from a location other than a Gusto office a secure reliable and consistent internet connection is required. This includes non-office days for hybrid employees.

Our customers come from all walks of life and so do we. We hire great people from a wide variety of backgrounds not just because its the right thing to do but because it makes our company stronger. If you share our values and our enthusiasm for small businesses you will find a home at Gusto.

Gusto is proud to be an equal opportunity employer. We do not discriminate in hiring or any employment decision based on race color religion national origin age sex (including pregnancy childbirth or related medical conditions) marital status ancestry physical or mental disability genetic information veteran status gender identity or expression sexual orientation or other applicable legally protected characteristic. Gusto considers qualified applicants with criminal histories consistent with applicable federal state and local law. Gusto is also committed to providing reasonable accommodations for qualified individuals with disabilities and disabled veterans in our job application procedures. We want to see our candidates perform to the best of their ability. If you require a medical or religious accommodation at any time throughout your candidate journey please fill out this form and a member of our team will get in touch with you.

Gusto takes security and protection of your personal information very seriously. Please review our Fraudulent Activity Disclaimer.

Personal information collected and processed as part of your Gusto application will be subject toGustos Applicant Privacy Notice.

Required Experience:

About GustoAt Gusto were on a mission to grow the small business economy. We handle the hard stuff payroll health insurance 401(k)s and HR so owners can focus on their craft and their customers. With teams in Denver San Francisco and New York we support more than 500000 small businesses nationwide...