Gusto
Summer Opportunities - Retirement Sales AE
Denver, CO · Mid · Full-time
Sponsorship not specifiedDetected 26 days ago
SalesforceCRMSalesAccount ManagementPipeline ManagementOutbound SalesForecastingLeadershipCommunicationMentoring
About the role
- Offer amounts are determined by role, level, and location.
- Learn more about our Total Rewards philosophy.
- We expect all team members to actively engage with AI tools relevant to their role and grow their fluency as the technology evolves.
Responsibilities
- Lead discovery to collect and review existing plan documentation, contracts, and service agreements, ensuring a clear understanding of plan structure, pricing, and fiduciary obligations
- Support forecasting accuracy by keeping pipeline stages and close dates up to date
- Share feedback with leadership and cross-functional partners to help refine messaging, sales plays, and enablement
- Own and work toward achieving a monthly ARR quota driven by new 401(k) sales, plan switchers, and customer expansion
- Educate customers on 401(k) basics, plan design options, pricing, employer match considerations, and conversion timelines
Compensation
- All full-time employees receive competitive base pay, benefits, and equity (RSUs) — because everyone who helps build Gusto should share in its success.
Benefits
- Manage a mix of consultative inbound retirement opportunities and targeted outbound outreach into high-propensity customer segments
- Execute a structured, insight-led outbound motion into Gusto's customer base, tailoring outreach based on company maturity, payroll signals, benefits footprint, and prior engagement history.
- Own high-volume SMB retirement sales cycles from discovery through close, with exposure to moderately complex mid-size customer deals
- Own the end-to-end sales process for high-propensity SMB accounts, from initial discovery of retirement needs to final plan adoption and "Plan Sponsor" authorization.
- Conduct daily consultative retirement conversations to understand customer goals related to hiring, retention, tax strategy, and compliance
- Clearly articulate the value of Gusto's retirement solution as a simple, modern alternative to legacy providers
- Partner with customers who maintain existing 401(k) plans with external providers and are seeking to migrate to Gusto's Retirement platform
- Collaborate closely with Gusto's Legal, Compliance, and Retirement Operations teams to design a compliant switcher strategy that meets regulatory requirements and platform capabilities
- Guide customers through the end-to-end plan switcher process, setting clear expectations, mitigating risk, and ensuring a seamless transition to Gusto's retirement offering
- Maintain an organized retirement sales pipeline in Salesforce, including accurate call notes, opportunity updates, and follow-up tasks
- Partner cross-functionally with Retirement Product, Marketing, Operations, and Compliance to ensure smooth deal handoff and onboarding
Company info
- Here's What We're Looking For
Visa & Work Authorization
- s process for high-propensity SMB accounts, from initial discovery of retirement needs to final plan adoption and "Plan Sponsor" authorization
This listing is sourced directly from Gusto's careers page and normalized into a canonical job model.