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Retirement Offboarding Specialist

Gusto · Denver, CO - Hybrid; Scottsdale, AZ - Hybrid

Employment

Full-time

Workplace

Hybrid

About the role

Join Gusto as a primary point of contact for plan sponsors and employers navigating plan terminations and provider transfers. In this role, you will manage inbound inquiries via phone and email, guide customers through complex offboarding processes, and collaborate with internal teams to improve the customer experience.

Key requirements

  • 1+ years of customer service or contact center experience, preferably in B2B SaaS
  • 1+ years delivering outstanding customer experiences via phone and email
  • Experience with CX platforms like Salesforce, Zendesk, Intercom, Freshdesk, or similar tools
  • Ability to manage multiple platforms simultaneously including Talkdesk, Salesforce, Slack, Google Suite, Confluence, and Jira
  • Engagement with AI tools relevant to the role

Who should apply

Candidates who thrive in complexity, possess strong problem-solving and communication skills, and stay calm under pressure while managing sensitive customer conversations will excel in this position.

Key skills

Customer ServiceB2B SaaSPhone SupportEmail SupportProcess ComplexityCross-Functional CollaborationProblem SolvingComposure Under PressureTechnical ProficiencySalesforce

Application guidance

Candidates apply on the employer's official site.