Enterprise 401(k) Onboarding Specialist

Human Resources Exam SHRM; Denver (CO); Hybrid; USD 36,000 - 42,000; Full time

Benefits offered by this job

Equity (RSUs)

Competitive base pay and benefits

Job summary

Gusto is hiring a Retirement Onboarding Specialist to manage end-to-end onboarding for enterprise 401(k) plans. You will serve as the primary contact for sponsors and administrators, guiding setup and first contributions, while maintaining a high-volume book of business and meeting plan start dates.

Ideal candidates have 4+ years of total work experience with 3+ years in client-facing implementation, account management, or technical onboarding, plus strong communication and organizational

Qualifications

• 4+ years total work experience with 3+ years in client-facing implementation, account management, or technical onboarding.
• Startup and/or financial services experience is a plus.
• Familiarity with ERISA requirements and payroll systems is a plus.

Responsibilities

• Manage a dedicated book of business of new enterprise and starter 401(k) plans from signing through activation.
• Serve as the primary point of contact for plan sponsors and administrators via email, phone, and video.
• Guide employers through pre-ready task dashboards and proactively follow up to keep plans on track for start date.
• Monitor and drive performance against benchmarks including time to activation, time to ready, CSAT, and 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.
• Use AI tools to streamline workflows and improve client communications.

Skills

Client-facing onboarding

Communication

Time management

Problem solving

Tools

Salesforce

Calendly

Job description

Gusto is hiring a Retirement Onboarding Specialist to manage end-to-end onboarding for enterprise 401(k) plans. You will serve as the primary contact for sponsors and administrators, guiding setup and first contributions, while maintaining a high-volume book of business and meeting plan start dates.

Ideal candidates have 4+ years of total work experience with 3+ years in client-facing implementation, account management, or technical onboarding, plus strong communication and organizational