Enterprise 401(k) Onboarding Lead

The Wrap; Denver (CO); Hybrid; USD 56.000 - 67.000; Vollzeit

Benefits dieser Stelle

Equity (RSUs)

Zusammenfassung

Gusto is seeking an Onboarding Specialist in Denver to manage end-to-end onboarding for enterprise 401(k) plans on the Gusto 401(k) platform. You will serve as the primary contact for sponsors and administrators, guiding setup and ensuring first contributions are processed on schedule.

The role requires proactive, organized, client-facing experience, handling a high-volume book of business while meeting plan start dates.

Qualifikationen

• 4+ years total work experience with 3+ years in client-facing onboarding or account management.
• Experience managing a large book of business with proactive prioritization.
• Familiarity with 401(k) plans or retirement plan administration is a plus; ERISA knowledge a plus.

Aufgaben

• Manage a dedicated book of business of new enterprise and starter 401(k) plans from signing through activation, ensuring timely plan setup 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 activation, time to ready, CSAT, and average response time
• Partner cross-functionally with Sales, Operations, and Legal to resolve setup 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 to provide accurate, confident guidance to employers
• Use AI tools to streamline workflows, improve client communications, and increase efficiency across your book of business

Kenntnisse

Client-facing onboarding

Salesforce

Communication skills

Project management

Tools

Case management tools

Calendly

Jobbeschreibung

Gusto is seeking an Onboarding Specialist in Denver to manage end-to-end onboarding for enterprise 401(k) plans on the Gusto 401(k) platform. You will serve as the primary contact for sponsors and administrators, guiding setup and ensuring first contributions are processed on schedule.

The role requires proactive, organized, client-facing experience, handling a high-volume book of business while meeting plan start dates.