The opportunity
At Gusto, we're on a mission to grow the small business economy. We handle the hard stuff — payroll, health insurance, 401(k)s, and HR — so owners can focus on their craft and their customers.
What you'll do
Manage a mix of consultative inbound retirement opportunities and targeted: outbound outreach into high-propensity customer segments
Execute a structured, insight-led outbound motion into Gusto’s customer base,: tailoring outreach based on company maturity, payroll signals, benefits footprint, and prior engagement history.
Own high-volume SMB retirement sales cycles from discovery through close,: with exposure to moderately complex mid-size customer deals
Own the end-to-end sales process for high-propensity SMB accounts, from: initial discovery of retirement needs to final plan adoption and "Plan Sponsor" authorization.
Leverage AI-powered tools to prioritize opportunities, personalize follow-ups, and reduce administrative work
Conduct daily consultative retirement conversations to understand customer: goals related to hiring, retention, tax strategy, and compliance
What they're looking for
- Educate customers on 401(k) basics, plan design options, pricing, employer: match considerations, and conversion timelines
- Clearly articulate the value of Gusto’s retirement solution as a simple,: modern alternative to legacy providers
- Partner with customers who maintain existing 401(k) plans with external: providers and are seeking to migrate to Gusto’s Retirement platform
- Lead discovery to collect and review existing plan documentation, contracts,: and service agreements, ensuring a clear understanding of plan structure, pricing, and fiduciary obligations
