401(k) Conversion & Onboarding Specialist

Gusto, Inc.; Atlanta, Denver (GA, CO); Hybrid; USD 54,000 - 65,000; Full time

Benefits offered by this job

Equity (RSUs)

Benefits

Job summary

Gusto, a leading provider of payroll, benefits, and HR for small businesses, is hiring a Conversion Specialist to manage onboarding for 401(k) plan transfers onto the Gusto platform. You will oversee the full conversion lifecycle from handoff to asset transfer and first contribution, ensuring accurate recordkeeping and a smooth sponsor experience.

The ideal candidate has experience with retirement plans, strong attention to detail, and the ability to guide employers through a multi-step process

Qualifications

• 2+ years total work experience with 1+ years in client-facing implementation or retirement plan administration.
• Proven ability to manage a large, active book of business with complex, multi-step processes.
• Deep knowledge in SaaS, Operations, or Finance; retirement plan experience preferred.
• Strong analytical skills and meticulous attention to detail, particularly around data accuracy and reconciliation.
• Proficiency with Salesforce and comfort using case management and collaboration tools.

Responsibilities

• Manage a dedicated book of 401(k) plan conversions from signing through completed asset transfer and first contribution.
• Gather required documentation from sponsors and administrators for accurate data submission to support transition.
• Serve as the primary point of contact for plan sponsors and administrators via email, phone, and video, including scheduling through Calendly.
• Guide employers through pre-ready task dashboards, proactively preventing stalls and keeping plans on track for their start date.
• Monitor and drive performance against benchmarks such as time to activation, time to ready, CSAT, and response time.
• Partner with Operations, Sales and Legal to support asset transfers, client expectations, and complex plan changes.
• Use AI tools to streamline workflows and improve client communications across your book of business.

Skills

Client-facing

Analytical thinking

Data reconciliation

Attention to detail

Communication skills

Tools

Salesforce

Job description

Gusto, a leading provider of payroll, benefits, and HR for small businesses, is hiring a Conversion Specialist to manage onboarding for 401(k) plan transfers onto the Gusto platform. You will oversee the full conversion lifecycle from handoff to asset transfer and first contribution, ensuring accurate recordkeeping and a smooth sponsor experience.

The ideal candidate has experience with retirement plans, strong attention to detail, and the ability to guide employers through a multi-step process