401(k) Conversion & Onboarding Specialist

The Wrap; Atlanta, Northern (GA, KY); Hybrid; USD 54,000 - 65,000; Full time

Job summary

Gusto is hiring a Conversion Specialist to oversee onboarding for 401(k) plan conversions onto the Gusto platform. You will manage the full lifecycle from handoff through asset transfer and first contribution, ensuring accurate recordkeeping and a smooth transition for plan sponsors and administrators.

The role requires 2+ years of total experience with 1+ year in client-facing implementation, robust data accuracy, and comfort with Salesforce.

Qualifications

• 2+ years total work experience with 1+ years in client-facing implementation, technical account management, 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.
• Deep knowledge in one or more of the following: SaaS, Operations, or Finance; retirement plan experience strongly preferred.
• Strong analytical skills and meticulous attention to detail, particularly around data accuracy and reconciliation.

Responsibilities

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

Skills

Client-facing experience

Salesforce

Analytical skills

Data reconciliation

Attention to detail

Communication skills

Tools

Salesforce

Job description

Gusto is hiring a Conversion Specialist to oversee onboarding for 401(k) plan conversions onto the Gusto platform. You will manage the full lifecycle from handoff through asset transfer and first contribution, ensuring accurate recordkeeping and a smooth transition for plan sponsors and administrators.

The role requires 2+ years of total experience with 1+ year in client-facing implementation, robust data accuracy, and comfort with Salesforce.