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Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in managing the onboarding process for 401(k) plans, ensuring compliance with regulations and delivering exceptional client service. Proficient in utilizing AI tools and Salesforce to enhance operational efficiency and client communication.
Highest-signal resume keywords
Client-Facing Implementation401(k) Plan AdministrationSalesforce ProficiencyAI Tool EngagementOrganizational Skills
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Client ManagementOnboarding ExperienceSaaS KnowledgeOperations KnowledgeFinance Knowledge
Soft Skills
Strong Communication SkillsProactive Problem SolvingOrganizational Skills
Tools & Technologies
SalesforceCase Management ToolsCollaboration Tools
Certifications & Qualifications
RPS DesignationCRPS Designation
Industry Keywords
401(k) RegulationsERISA RequirementsRetirement Plan AdministrationPayroll Systems
About the role
Key responsibilities & impact- Manage the end-to-end onboarding experience for new enterprise and starter 401(k) plans from signing through activation
- Serve as the primary point of contact for plan sponsors and administrators via email, phone, and video
- Manage a dedicated book of business and ensure timely plan setup and first contribution processing
- Guide employers through pre-ready task dashboards and proactively follow up to prevent stalls
- Monitor and drive performance against time to activation, time to ready, CSAT, and average response time benchmarks
- Partner with Sales, Operations, and Legal to resolve setup issues and align on client expectations
- Surface client feedback to product and leadership to inform platform improvements
- Stay current on 401(k) regulations and best practices to provide accurate guidance
- Use AI tools to streamline workflows, improve client communications, and increase efficiency
Requirements
What you’ll need- 4+ years of total work experience
- 3+ years in client-facing implementation, account management, or technical onboarding
- Proven ability to manage a large, active book of business while staying organized and proactive across competing priorities
- Deep knowledge in one or more of SaaS, Operations, or Finance
- Proficiency with Salesforce
- Comfort working across case management and collaboration tools in a fast-paced environment
- Strong communication skills across email, phone, and video
- Ability to identify and escalate potential setup or compliance issues early
- RPS or CRPS designation is a plus, or active pursuit of either
- Familiarity with 401(k) plans or retirement plan administration is a plus
- Familiarity with ERISA requirements and payroll systems is a plus
- Active engagement with AI tools relevant to the role and continued growth in AI fluency
- Ability to work from the Denver, Colorado office approximately 2–3 days per week or more depending on role
Benefits
Comp & perks- Competitive base pay
- Health insurance
- 401(k) benefits
- Equity (RSUs)
- Benefits and equity for full-time employees
- Secure, reliable, and consistent internet connection required when working outside a Gusto office