401(k) Conversion & Onboarding Specialist

Gusto, Inc.; Chicago (IL); Hybrid; USD 54,000 - 65,000; Full time

Benefits offered by this job

Equity (RSUs)

Competitive benefits

Job summary

Gusto is seeking a Conversion Specialist to manage the onboarding experience for transferring existing 401(k) plans to the Gusto platform. You will oversee the full conversion lifecycle from handoff to first contribution, ensuring accurate records for sponsors and administrators.

The role requires strong retirement plan knowledge, meticulous data work, and collaboration with Legal, Sales, and Operations to keep conversions compliant and on track.

Qualifications

• 4+ years of total work experience with 3+ years in client-facing implementation, technical account management, or retirement plan administration.

Responsibilities

• Manage a dedicated book 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 for a smooth asset transfer and recordkeeping transition.
• 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 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 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 proficiency

Data reconciliation

Tools

Salesforce

Calendly

Job description

Gusto is seeking a Conversion Specialist to manage the onboarding experience for transferring existing 401(k) plans to the Gusto platform. You will oversee the full conversion lifecycle from handoff to first contribution, ensuring accurate records for sponsors and administrators.

The role requires strong retirement plan knowledge, meticulous data work, and collaboration with Legal, Sales, and Operations to keep conversions compliant and on track.