Jr. Onboarding Associate

Gusto Gusto · Fintech · Atlanta, GA +1 · Remote · Sales

This role is for a Jr. Onboarding Associate at Gusto, a company focused on providing payroll, benefits, and HR services to small businesses. The role involves interacting with customers via email, chat, and phone to help them choose Gusto, match offerings to their needs, and guide them through the onboarding process. A key aspect of the role is the daily use of AI-powered workflows for sales, research, prep, and summarization, with an expectation to provide feedback for tool improvement. While AI is integrated into the workflow, the core function is customer interaction and sales, not building AI models.

What you'd actually do

  1. Handle high-volume inbound interactions across phone, chat, and email with small business owners at every stage — discovery, decision, and onboarding
  2. Treat every touchpoint as a chance to move customers forward, from onboarding milestones to their first payroll run
  3. Proactively position plan upgrades and surface cross-sell opportunities for Health Insurance, Workers' Comp, and 401(k)
  4. Build consultative selling skills tailored to small business needs
  5. Develop deep product expertise and genuine customer empathy over time

Skills

Required

  • 1+ years in a high-volume sales or customer service role where you were cross-selling, upselling, or hitting a quota/KPIs
  • A genuine commitment to empathy and ethical business practices
  • Motivation to hit your goals and continuously sharpen your craft
  • Strong skills across phone, email, and chat
  • You thrive on challenge and adjust quickly when things shift
  • Proven, day-to-day experience integrating AI into how you work — across writing, research, prep, and summarization as a core part of your workflow, with a track record of giving clear, useful feedback that helps improve your tools and processes

What the JD emphasized

  • AI-powered workflows as a core part of how you sell
  • Proven, day-to-day experience integrating AI into how you work
  • track record of giving clear, useful feedback that helps improve your tools and processes