Future Opportunities: Retirement Advocate

Gusto Gusto · Fintech · Chicago, IL +2 · Customer Experience

This role is for a customer experience professional focused on retirement benefits at Gusto. While the role utilizes AI-assisted tools, the core function is customer support and relationship management within the fintech domain, not direct AI/ML development.

What you'd actually do

  1. Own the customer journey by building trust, rapport, and partnership with customers through inbound and outbound phone, email, and Zoom interactions.
  2. Provide passionate, opinionated, consistent, expert, reliable support as a point of contact for retirement benefits inquiries.
  3. Leverage AI‑assisted tools to accelerate research and communication while upholding accuracy, compliance, and Gusto’s voice.
  4. Identify churn risk and quickly act to deliver solutions to mitigate the risk of churn, using your product knowledge and unique understanding of each individual customer.
  5. Build and maintain relationships built on trust and collaboration with admins to better understand and anticipate their needs.

Skills

Required

  • 3-6 years of customer experience with 1+ years of full-time experience in retirement benefits.
  • Experience with Salesforce, Zoom, Google Suite, Google Calendar, Gmail, and Chili Piper.
  • Ability to synthesize and communicate complex subjects clearly and effectively, both verbally and in writing, with customers and internal partners.
  • Excels in balancing inbound calls, scheduled meetings, and email inquiries while managing and prioritizing multiple high-priority resolutions effectively.

Nice to have

  • Experience with 401k retirement plans
  • Account Management experience

What the JD emphasized

  • AI-assisted tools