More jobs:
Retirement Implementation Specialist; Conversion Plans
Job in
San Francisco, San Francisco County, California, 94102, USA
Listed on 2026-07-26
Listing for:
Colorwave
Full Time
position Listed on 2026-07-26
Job specializations:
-
IT/Tech
Business Systems & Technology Analysis
Job Description & How to Apply Below
Retirement Implementation Specialist
Gusto is seeking retirement implementation specialists who thrive in a fast-paced, consultative environment and are interested in being considered for future start dates in 2026. If you'd like to be considered for future opportunities with our team, please complete the form below and upload your resume.
While start dates are still being determined for 2026, we'd love to connect! Does this sound like you? Apply below.
Here's 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 — from signing through activation, asset transfer, 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 activate, time to ready, CSAT, and average response time
- For conversion plans: gather required documentation, support accurate data submission, and partner with Operations to ensure smooth asset transfers and recordkeeping transitions
- Partner cross-functionally with Sales, Operations, and Legal to resolve setup and compliance 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
- Use AI tools to streamline workflows, improve client communications, and increase efficiency across your book of business
- 4+ years of total work experience with 3+ years in client-facing implementation, account management, technical onboarding, or retirement plan administration; startup and/or financial services experience a plus
- Proven ability to manage a large, active book of business involving complex, multi-step processes simultaneously while staying organized and proactive across competing priorities
- Deep knowledge in one or more of the following:
SaaS, Operations, or Finance; retirement plan experience strongly preferred; familiarity with 401(k) plans, ERISA requirements, payroll systems, bundled vs. unbundled providers, or Safe Harbor compliance is a plus - Strong analytical skills and meticulous attention to detail, particularly around data accuracy and reconciliation
- Proficiency with Salesforce and comfort working across case management and collaboration tools in a fast-paced environment
- Strong communication skills across email, phone, and video with a client-first mindset
- Ability to identify and escalate potential setup or compliance issues early, partnering with the right internal teams to resolve them
- RPS or CRPS designation a plus, or active pursuit of either
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