26.84–32.21 USD / hour
Retirement Onboarding Specialist (New Plans)
OperationsHybrid — Denver, CO
Published on 2026-10-05
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About this role
The Retirement Onboarding Specialist manages the onboarding experience for new enterprise 401(k) plans, serving as the main contact for plan sponsors and ensuring successful setup and first contributions. The role requires strong client-facing skills and the ability to handle a high-volume of business while maintaining organization and proactive communication.
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
New Onboarding team
What you'll do
- Manage a book of business for new 401(k) plans from signing to activation.
- Serve as the primary point of contact for plan sponsors.
- Guide employers through pre-ready task dashboards.
- Monitor performance against key benchmarks.
- Partner cross-functionally to resolve setup issues.
- Surface client feedback for platform improvements.
- Use AI tools to streamline workflows.
What we're looking for
- 4+ years of work experience, with 3+ years in client-facing roles.
- Experience in managing a large book of business.
- Knowledge in SaaS, Operations, or Finance.
- Proficiency with Salesforce.
- Strong communication skills across various platforms.
- Ability to identify potential issues early.
- RPS or CRPS designation is a plus.
Nice to have
- Familiarity with 401(k) plans.
- Experience in startup and financial services.