Logo
job logo

Retirement Account Executive

Gusto, San Francisco, California, United States, 94199

Save Job

Join to apply for the

Retirement Account Executive

role at

Gusto .

At Gusto, we’re on a mission to grow the small business economy. We handle the hard stuff—like payroll, health insurance, 401(k)s, and HR—so owners can focus on their craft and customers. With teams in Denver, San Francisco, and New York, we support more than 400,000 small businesses across the country while building a workplace that reflects and celebrates the customers we serve.

About the Role As an Account Executive on the Gusto 401(k) team, you will work with existing Gusto customers who have expressed interest in adding a retirement benefit. You’ll lead structured, compliant sales conversations, guide customers through decision steps, and move opportunities toward closure using defined workflows and AI‑enabled tools. This role is ideal for someone motivated by achieving sales targets while delivering consistent, high‑quality customer experiences.

About the Team The Gusto 401(k) Sales team helps small businesses offer meaningful retirement benefits through a simple, accessible experience. We operate with an AI‑native mindset, using technology to improve consistency, reduce manual work, and enable Gusties to focus on impactful customer interactions.

Here’s What You’ll Do Day-to-day

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 elevate non‑standard scenarios as needed

Here’s What We’re Looking For

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

Equal Opportunity Employer Gusto is proud to be an equal opportunity employer. We do not discriminate in hiring or any employment decision based on race, color, religion, national origin, age, sex (including pregnancy, childbirth, or related medical conditions), marital status, ancestry, physical or mental disability, genetic information, veteran status, gender identity or expression, sexual orientation, or other applicable legally protected characteristic. Gusto considers qualified applicants with criminal histories, consistent with applicable federal, state and local law. We are committed to providing reasonable accommodations for qualified individuals with disabilities and disabled veterans in our job application procedures.

#J-18808-Ljbffr