Retirement Onboarding Coordinator

Gusto

Retirement Onboarding Coordinator helping small businesses set up Gusto 401(k) plans. Guiding clients through onboarding, platform adoption, compliance, and customer education.

Posted 8/15/2026full-timeDenver • Colorado • 🇺🇸 United StatesJuniorMid-Level💰 $24 - $26 per hourWebsite

Core Competencies

Role fit

Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates expertise in client onboarding and support for Gusto 401(k), with a strong focus on clear communication, problem-solving, and collaboration with internal teams. Proficient in managing customer experiences through various platforms while ensuring compliance and addressing client needs effectively.

Highest-signal resume keywords

Customer Service ExperienceB2B SaaS ExperienceSalesforce ProficiencyOnboarding Process Management401(k) Regulatory Knowledge

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Customer Experience Management401(k) Plan SetupTechnical ProficiencyCompliance IdentificationProblem Solving

Soft Skills

Clear CommunicationCollaborationAdaptabilityProfessional IntegrityCuriosity

Tools & Technologies

SalesforceTalkdeskSlackGoogle SuiteConfluenceJira

Industry Keywords

PayrollEmployee BenefitsHR TechB2BFinancial Services

About the role

Key responsibilities & impact

Support new clients as they begin their journey with Gusto 401(k)
Help small businesses set up their 401(k) plans through timely guidance, clear communication, and education
Serve as the first voice and face of Gusto 401(k) for B2B customers via phone and email
Monitor onboarding progress and proactively follow up with clients
Guide clients through plan setup and use of the Gusto 401(k) platform
Explain 401(k) concepts and regulatory requirements accessibly
Identify and escalate potential compliance or setup issues
Collaborate with internal teams, especially Sales, to ensure a seamless onboarding experience
Share client feedback to improve processes and products
Manage Talkdesk, Salesforce, Slack, Google Suite, Confluence, and Jira while handling sensitive information carefully

Requirements

What you’ll need

2+ years of customer service or contact center experience
2+ years delivering customer experiences via phone and email
B2B SaaS experience preferred
Payroll, Employee Benefits, or HR Tech experience is a plus
Experience with CX platforms such as Salesforce, Zendesk, Intercom, Freshdesk, or similar
Technical proficiency with multiple platforms
Ability to collaborate, take ownership, solve problems, multitask, adapt, and communicate clearly
Curiosity about financial services and industry trends
Ability to identify customer feedback patterns and translate them into improvements
Professional integrity and respectful communication across channels
Bachelor's degree preferred or equivalent field-related experience

Benefits

Comp & perks

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