Hybrid Retirement Operations

Posted 1 minute ago

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About the role

  • As a CX Retirement Operations Gustie, you’ll ensure operational accuracy and compliance in Gusto's 401(k) processes. Collaborate internally to resolve discrepancies and streamline workflows.

Responsibilities

  • Identify, investigate, and correct operational or data errors while mitigating downstream impact.
  • Document and improve internal processes to drive efficiency and consistency as we scale.
  • Partner cross-functionally with internal teams to resolve issues and ensure smooth operations.
  • Leverage AI to maintain and update standard operating procedures (SOPs) and internal knowledge tools.
  • Support CX initiatives such as audits, reconciliations, and data integrity reviews.
  • Analyze patterns in data errors or escalations to recommend process improvements.
  • Use tools like Salesforce, SQL, and Google Workspace to pull, validate, and update data.
  • Provide timely updates and excellent internal customer service to ensure resolution and clarity.
  • Take ownership of evolving operational workflows as business needs change.

Requirements

  • 3+ years of professional experience in an operations or compliance role in 401(k) plan administration in a high-volume environment.
  • Strong attention to detail, organization, and follow-through.
  • Skilled in problem-solving and navigating ambiguity; you naturally look for root causes and scalable fixes.
  • Experience with Google Workspace (Docs, Sheets, Gmail) or Microsoft Office.
  • Familiarity with data tools such as Excel (pivot tables, VLOOKUP), SQL, or Salesforce.
  • Proven ability to collaborate across teams and communicate clearly, both written and verbal.
  • Comfortable in a metrics-based, fast-paced environment where quality and accuracy matter.
  • Self-starter who thrives in a collaborative and continuous-improvement environment.
  • Familiarity with automation tools, analytics platforms (BigQuery, Looker, Tableau), or workflow optimization.
  • Exposure to process improvement, audit, or compliance work.

Benefits

  • Health insurance
  • Retirement plans
  • Paid time off
  • Flexible work arrangements
  • Professional development

Job title

Retirement Operations

Job type

Experience level

Mid levelSenior

Salary

Not specified

Degree requirement

No Education Requirement

Location requirements

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