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.
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