New Retirement Implementation Specialist

About the Role:

• Manage a dedicated book of business of 401(k) plans from signing through activation, asset transfer, and first contribution processing.
• Serve as the primary point of contact for plan sponsors and administrators, guiding them through pre-ready task dashboards and proactively following up to prevent stalls.
• Monitor and drive performance against key benchmarks including time to activate, time to ready, CSAT, and average response time.

About the Team:

• The Retirement Onboarding team oversees two key moments: launching new plans and transitioning existing ones to Gusto.
• The New Plans pod designs a seamless implementation experience, while the Conversion pod handles operationally complex asset transfers.
• Both pods combine operational excellence with a client-first approach to ensure long-term client success.

What You'll Do Day-to-Day:

• Manage a dedicated book of business of 401(k) plans — new enterprise/starter plans, conversion plans, or both.
• Guide employers through pre-ready task dashboards, proactively following up to keep plans on track.
• Partner cross-functionally with Sales, Operations, and Legal to resolve setup and compliance issues.

What We're Looking For:

• 4+ years of total work experience with 3+ years in client-facing implementation, account management, or retirement plan administration.
• Deep knowledge in SaaS, Operations, or Finance; retirement plan experience strongly preferred.
• Strong analytical skills and meticulous attention to detail, particularly around data accuracy and reconciliation.