Gusto, Inc.
Financial Services
RetirementImplementationSpecialist
“Retirement Implementation Specialist at Gusto, Inc.. Skills: 401(k) plans, Client implementation, Retirement onboarding. Manage book of business. Serve as primary point of contact”
What You'll Achieve.
Time to activate; Time to ready; CSAT; Average response time
Industry & Context.
Analytical skills
What They're Looking For.
Must Have
4+ years total work experience, 3+ years client-facing implementation, 3+ years account management, 3+ years technical onboarding, Manage large active book of business, Manage complex multi-step processes, Proficiency with Salesforce, Comfort working across case management tools, Comfort working across collaboration tools
Nice to Have
Retirement plan startup experience a plus, Financial services experience a plus, RPS or CRPS designation a plus, Active pursuit of RPS or CRPS
What You'll Do.
Manage book of business
Serve as primary point of contact
Guide employers through dashboards
Follow up to prevent stalls
Monitor and drive performance
Gather required documentation
Support accurate data submission
Partner with Operations
Ensure smooth asset transfers
Resolve compliance issues
Align on client expectations
Surface client feedback
Inform platform improvements
Stay current on regulations
Stay current on best practices
Use AI tools to streamline workflows
Use AI tools to improve communications
Use AI tools to increase efficiency
How You'll Work.
Team & Collaboration
Partner cross-functionally with Sales; Partner cross-functionally with Operations; Partner cross-functionally with Legal
Communication Scope
Email; Phone; Video
Applying for this Retirement Implementation Specialist role?
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