401(k) Onboarding Advocate

📋 Description

• Drive consultative outreach to keep customer onboarding on track.
• Guide customers through the 401(k) automation onboarding process and act as their advocate
• Partner with customers via calls, email, or screen shares to ensure clear, responsive support.
• Own the onboarding journey: confirm plan eligibility, gather details, test in Pay(k)onnect, and

🎯 Requirements

• At least 3 years of professional experience in retirement, payroll, financial services, or
• Curious about technology; eager to learn and use AI tools like Glean and Gemini.
• Data-driven with a track record of hitting KPIs in customer-success roles.
• Account management experience with high-volume book of business and tight deadlines.
• Excellent communication and collaboration with external partners and customers.
• Adaptable problem-solver skilled at navigating ambiguity in dynamic environments.

🎁 Benefits

• Competitive base pay, benefits, and equity (RSUs); total rewards philosophy.
• Hybrid work at Denver office with 2-3 days in-office per week (subject to role).
• Gusto is an equal opportunity employer and supports accommodations.