Future Opportunities: Retirement Client Relationship Manager

Gusto Gusto · Fintech · Denver, CO +3 · Customer Experience

This role is for a Client Relationship Manager on the CX team at Gusto, a fintech company focused on small businesses. The role involves managing client relationships, driving retention, resolving complex issues, and collaborating cross-functionally. A key aspect is leveraging AI-assisted tools to improve efficiency and customer service, but the core function is not building or researching AI.

What you'd actually do

  1. Serve as the primary point of contact for B2B/SMB plan sponsors, managing inbound inquiries via email and phone with a strong emphasis on quality resolution and relationship continuity
  2. Identify at-risk customers and develop customized save strategies — including pricing flexibility, service improvements, or product enhancements — to retain and strengthen accounts
  3. Triage, troubleshoot, and resolve customer issues, escalating technical bugs to Engineering with clear, well-documented tickets and following through to resolution
  4. Partner with Sales, Product, Engineering, and Operations to troubleshoot client issues and improve internal processes — serving as the voice of the customer in every room
  5. Translate customer interactions into actionable product insights, using data and patterns to proactively surface improvements and inform team decisions
  6. Use AI-assisted tools to summarize case history, draft customer communications, and identify trends in ticket data to work more efficiently and deliver faster resolutions
  7. Keep client interaction logs and CRM data up to date to ensure consistency, support team KPIs, and enable data-driven decision-making

Skills

Required

  • 3+ years of experience in customer success, account management, relationship management, or a related client-facing role
  • Demonstrated ability to manage retention conversations and develop creative solutions to keep customers
  • Strong analytical mindset: comfortable interpreting data, identifying trends, and using insights to guide decisions and improve outcomes
  • Excellent written and verbal communication skills, with the ability to convey complex information clearly and empathetically to both customers and internal stakeholders
  • Experience with customer support platforms and CRMs (e.g., Zendesk, Gong, Salesforce) and comfort learning new tools quickly
  • Adaptable and calm under pressure — you adjust to shifting priorities without losing focus on quality or the customer experience

Nice to have

  • experience in retirement, fintech, or a startup environment
  • familiarity with 401(k) plans or financial products

What the JD emphasized

  • AI-assisted tools