Retirement Implementation Specialist

Gusto

. Manage a dedicated book of business of 401(k) plan conversions from signing through completed asset transfer and first contribution .

Posted 10/12/2026full-timeAtlanta • Colorado • United StatesJuniorMid-Level💰 $53,750 - $64,500 per yearWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in managing 401(k) plan conversions, ensuring accurate data submission, and maintaining client relationships through effective communication. Proficient in utilizing AI tools and Salesforce to enhance operational efficiency and client satisfaction.

Highest-signal resume keywords

401(K) Plan Conversions ManagementClient-Facing ImplementationSaaS KnowledgeSalesforce ProficiencyRPS or CRPS Designation

ATS Keywords

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Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills

Data ReconciliationRetirement Plan AdministrationAnalytical SkillsComplex Process ManagementAI Tool Utilization

Soft Skills

Strong Communication SkillsClient-First MindsetAttention to DetailReliabilityResponsiveness

Tools & Technologies

SalesforceCalendlyCase Management ToolsCollaboration Tools

Certifications & Qualifications

RPS DesignationCRPS Designation

Industry Keywords

ERISA RequirementsPayroll SystemsBundled vs. Unbundled ProvidersSafe Harbor ComplianceFinancial Services Experience

About the role

Key responsibilities & impact

Manage a dedicated book of business of 401(k) plan conversions from signing through completed asset transfer and first contribution
Gather required documentation from plan sponsors and administrators and ensure accurate data submission
Serve as the primary point of contact via email, phone, and video, including inbound scheduling through Calendly
Guide employers through pre-ready task dashboards and prevent stalls
Keep plans on track for their plan start date
Monitor and drive performance against time to activation, time to ready, CSAT, and average response time benchmarks
Partner with Operations, Sales, and Legal on asset transfers, client expectations, and complex plan changes
Use AI tools to streamline workflows, improve client communications, and increase efficiency
Oversee the full conversion lifecycle from initial handoff through asset transfer, data reconciliation, and first contribution
Support plan sponsors and administrators through complex retirement-plan transitions to the Gusto 401k platform

Requirements

What you’ll need

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
Ability to manage a large, active book of business involving complex, multi-step processes simultaneously
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
Proficiency with Salesforce and comfort working across case management and collaboration tools
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
Active engagement with AI tools relevant to the role and ongoing AI fluency development
Reliable, predictable attendance and responsiveness
Must work from Atlanta, Georgia or Denver, Colorado in a hybrid arrangement

Benefits

Comp & perks

Competitive base pay
Benefits
Equity (RSUs)
Secure, reliable, and consistent internet connection required when approved to work from a non-office location
Equal opportunity employer
Reasonable accommodations for qualified individuals with disabilities and disabled veterans