Account Executive on Gusto's 401(k) team engaging customers to add retirement benefits. Leading sales conversations while ensuring compliance and utilizing AI tools for effectiveness.
Responsibilities
Engage inbound Gusto customers interested in adding a 401(k) and conduct structured discovery conversations
Guide customers through decision-making using approved sales frameworks, materials, and eligibility criteria
Progress and close inbound opportunities by following defined workflows and sales processes
Leverage AI-powered tools to prioritize opportunities, personalize follow-ups, and reduce administrative work
Maintain accurate CRM records in Salesforce and ensure pipeline data integrity
Meet established activity, responsiveness, and conversion metrics within assigned lead queues
Coordinate smooth handoffs to onboarding teams and escalate non-standard scenarios as needed
Requirements
18+ months of experience in a closing, benefits, or customer-facing sales role
Experience guiding customers through multi-step purchasing decisions in a structured environment
Comfort following defined sales processes, scripts, and compliance guidelines
Experience using CRM systems (Salesforce preferred) and AI-enabled sales tools
Strong written and verbal communication skills
High attention to detail and reliability in completing structured workflows
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