23.5–26.44 USD / hour
Retirement Onboarding Coordinator
Customer successHybrid — Denver, CO
Published on 2026-09-29
These details were extracted automatically from the original listing. They may not be complete or fully up to date — it's worth checking the original job post.
About this role
The Retirement Onboarding Coordinator at Gusto will support new clients with their 401(k) plans. The role involves delivering exceptional customer service, guiding platform adoption, and educating clients on key concepts.
About the company
Gusto is a digital platform that provides payroll, benefits, and human resource management solutions for small to medium-sized businesses. The company focuses on simplifying HR processes and ensuring compliance, while also offering tools for employee engagement and retirement planning.
The team
Customer Success team
What you'll do
- Deliver exceptional service via phone and email
- Monitor onboarding progress and follow up with clients
- Guide platform adoption and usage
- Help clients understand 401(k) concepts
- Identify and escalate potential compliance issues
- Collaborate with internal teams, especially sales
- Drive continuous improvement based on client feedback
- Manage multiple platforms while handling sensitive information
What we're looking for
- 2+ years of customer service or contact center experience
- 2+ years delivering customer experiences via phone and email
- Strong team-first attitude and collaborative spirit
- Self-directed with a drive for ownership and satisfaction
- Problem-solving mindset for ambiguous situations
- Ability to multitask and work under pressure
- Clear and confident communication skills
- Curiosity about financial services
Nice to have
- Experience in Payroll, Employee Benefits, or HR Tech
- Technical proficiency with CX platforms like Salesforce