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Retirement Implementation Specialist

Manage the onboarding experience for 401(k) plans transferring to Gusto's platform, ensuring smooth transitions for clients.

Location
Atlanta, GA, United States
Compensation
$53.8k–$64.5k/yr
Level
mid
Type
full time · Hybrid

Posted by employer 1 day ago

First seen on Joblaze 6 hours ago

Last verified on the company career page 6 hours ago

Skills & Technologies

What you'll build

  • Manage a dedicated book of business of 401(k) plan conversions
  • Gather required documentation from plan sponsors and administrators
  • Serve as the primary point of contact for plan sponsors and administrators
  • Monitor and drive performance against key benchmarks
  • Partner closely with Operations and cross-functional teams

Must have

  • 2+ years of total work experience
  • 1+ years in client-facing implementation, technical account management, or retirement plan administration
  • Proven ability to manage a large, active book of business
  • Strong analytical skills and meticulous attention to detail
  • Proficiency with Salesforce

Nice to have

  • Startup and/or financial services experience
  • Deep knowledge in SaaS, Operations, or Finance
  • RPS or CRPS designation
  • Familiarity with ERISA requirements
  • Active pursuit of RPS or CRPS designation

AI in the day-to-day

Use AI tools to streamline workflows, improve client communications, and increase efficiency across your book of business.

Requirements

Experience
2+ years

Not disclosed in this posting: visa sponsorship.

Benefits

401k Match Equity/Stock Options Health Insurance

Joblaze summary

The Retirement Implementation Specialist at Gusto is responsible for managing the onboarding process for 401(k) plan conversions, ensuring a seamless transition for plan sponsors and administrators. This role requires a solid understanding of retirement plan mechanics, strong analytical skills, and proficiency in tools like Salesforce to maintain data accuracy and client communication. Ideal candidates have at least two years of experience in client-facing roles, particularly in financial services or retirement plan administration. The position is part of a team that emphasizes operational rigor while prioritizing client support throughout complex transitions.

Joblaze insights

  • Listed today — first seen on Joblaze October 14, 2026. Last confirmed on Gusto's careers page October 14, 2026.
  • Salary band is below the typical range for comparable tech roles (median ~$130,000).
  • Starts at or below all 28 comparable mid other roles in United States that list Salesforce we track (median $116,483 across 22 companies). See Salesforce salary trends
  • Salesforce appears in 1.8% of 3080 comparable mid other roles in United States.

Quick facts

Is the Retirement Implementation Specialist role remote?
It's hybrid — Gusto expects some on-site time in Atlanta, GA, United States.
What's the salary range?
Gusto lists $53,750–$64,500 for this role.
How much experience is required?
At least 2 years of relevant experience for this Retirement Implementation Specialist role.
Where is the role based?
Gusto is hiring for this position in Atlanta, GA, United States.
What's the tech stack?
Joblaze extracted these technologies from the posting: Salesforce.
What seniority level is this role?
Gusto targets mid-level candidates for this position.
Is this full-time or contract?
Full-time for this Retirement Implementation Specialist role at Gusto.

From the original posting


About Gusto

About the Role:

The Conversion Specialist manages the onboarding experience for 401(k) plans transferring an existing plan to the Gusto 401k platform. This role oversees the full conversion lifecycle — from initial handoff through asset transfer, data reconciliation, and first contribution — ensuring accurate recordkeeping and a smooth transition for plan sponsors and administrators. The ideal candidate brings a strong understanding of retirement plan mechanics, meticulous attention to detail, and the confidence to guide employers through a complex, multi-step process. They work exclusively with plan sponsors and administrators and partner closely with Legal, Sales, and Operations to keep conversions on track and compliant.

About the Team:

The Conversion Onboarding team handles one of the most operationally complex moments in a client's journey: moving an existing retirement plan to a new provider. We combine operational rigor with a client-first approach, ensuring sponsors and administrators feel supported and informed at every step — and that assets are transferred accurately and on time.

Here’s what you’ll do day-to-day:

  • Manage a dedicated book of business of 401(k) plan conversions from signing through completed asset transfer and first contribution
  • Work with plan sponsors and administrators to gather required documentation and ensure accurate data is submitted to support a smooth asset transfer and recordkeeping transition
  • 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 preventing stalls and keeping plans on track for their plan start date
  • Monitor and drive performance against key benchmarks including time to activation, time to ready, CSAT, and average response time
  • Partner closely with Operations and cross-functional teams including Sales and Legal to support asset transfers, client expectations, and complex plan changes
  • Use AI tools to streamline workflows, improve client communications, and increase efficiency across your book of business

Here’s what we're looking for:

  • 2+ years of total work experience with 1+ years in client-facing implementation, technical account management, 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
  • Deep knowledge in one or more of the following: SaaS, Operations, or Finance; retirement plan experience strongly preferred
  • 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
  • RPS or CRPS designation a plus, or active pursuit of either; familiarity with ERISA requirements, payroll systems, bundled vs. unbundled providers, or Safe Harbor compliance is a plus.

Our cash compensation range for this role is $53,750.00/year to 64,500.00/year in Denver and Atlanta. Final offer amounts are determined by multiple factors, including candidate location, experience and expertise, and may vary from the amounts listed above.


At Gusto, we don't use titles the traditional way, as a signal of rank or hierarchy. Instead, our titles describe two things at once — your craft (what you do, e.g. Engineering, Design) and your scope of ownership (what you're accountable for) — which is why you'll see something like "Head of X" instead of a rank word like "Director" that tells you neither. Because of this, the title on this posting may look different from what you'd expect based on the scope and seniority of the role, and from how similar roles are typically titled elsewhere. If you have questions about how this role compares to your current title or level, your recruiter can help translate.

Standard company text repeated across Gusto's postings is omitted here.

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