Future Opportunities: Retirement Advocate

Gusto Gusto · Fintech · Chicago, IL +1 · Remote · Customer Experience

This role is for a customer experience professional focused on retirement benefits at Gusto. While the company emphasizes AI integration, this specific role is customer-facing and uses AI tools to assist, rather than build, AI systems. The primary focus is on customer support and optimization of retirement plans.

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.

Nice to have

  • Experience with 401k retirement plans
  • Account Management experience