Gusto

Future Opportunities: Retirement Client Relationship Manager

Gusto$70K — $95K *
Finance & Insurance
Less than 5 years of experience
Job Overview by Ladders

Qualifications

  • 3+ years of experience in customer success or a related client-facing role
  • Ability to manage retention conversations and develop creative solutions
  • Strong analytical skills to interpret data and identify trends
  • Excellent written and verbal communication skills
  • Experience with customer support platforms and CRMs like Zendesk or Salesforce
  • Adaptable and calm under pressure
  • Bonus: familiarity with retirement or fintech products

Responsibilities

  • Own the client relationship as the primary contact for B2B/SMB plan sponsors
  • Drive retention proactively by identifying at-risk customers and implementing save strategies
  • Resolve complex issues by triaging and troubleshooting customer challenges
  • Collaborate cross-functionally with Sales, Product, Engineering, and Operations
  • Translate customer feedback into actionable product insights
  • Leverage AI tools to enhance efficiency and support swift resolutions
  • Maintain accurate client interaction logs and CRM data

Benefits

  • Flexible work location with remote and hybrid options
  • Collaborative team culture with a focus on customer satisfaction
  • Opportunities for professional growth within a fast-paced environment
  • Access to cutting-edge customer service technology
  • Engagement with diverse teams across Sales, Product, and Engineering
Full Job Description
Gusto is seeking Client Relationship Managers who thrive in a fast-paced, consultative environment and are interested in being considered for future start dates in 2026. If you'd like to be considered for future opportunities with our team, please complete the form below and upload your resume. While start dates are still being determined for 2026, we'd love to connect! Does this sound like you? Apply below About the Role We're looking for a client advocate who puts customers first and thrives on solving complex problems. As a Client Relationship Manager, you'll be the go-to partner for our B2B plan sponsors, managing inbound inquiries, proactively reaching out to at-risk accounts, and driving retention through consultative, thoughtful service. You'll sit at the intersection of customer experience, product feedback, and cross-functional collaboration, making a visible impact on both client satisfaction and business outcomes. This role is ideal for someone who brings empathy and analytical rigor in equal measure. About the Team Our Customer Experience team is the backbone of the client experience at Gusto, a high-energy group that takes pride in maintaining industry-leading response times and meaningful relationships with our customers. We work closely with Sales, Product, Engineering, and Operations to continuously improve how we serve small businesses. We move fast, give and receive direct feedback, and genuinely believe that happy, retained customers are the best measure of our success. Here's what you'll do day-to-day • Own the client relationship: Serve as the primary point of contact for B2B/SMB plan sponsors, managing inbound inquiries via email and phone with a strong emphasis on quality resolution and relationship continuity • Drive retention proactively: Identify at-risk customers and develop customized save strategies - including pricing flexibility, service improvements, or product enhancements - to retain and strengthen accounts • Resolve complex issues end-to-end: Triage, troubleshoot, and resolve customer issues, escalating technical bugs to Engineering with clear, well-documented tickets and following through to resolution • Collaborate cross-functionally: Partner with Sales, Product, Engineering, and Operations to troubleshoot client issues and improve internal processes - serving as the voice of the customer in every room • Turn feedback into insight: Translate customer interactions into actionable product insights, using data and patterns to proactively surface improvements and inform team decisions • Leverage AI tools: Use AI-assisted tools to summarize case history, draft customer communications, and identify trends in ticket data to work more efficiently and deliver faster resolutions • Maintain accurate records: Keep client interaction logs and CRM data up to date to ensure consistency, support team KPIs, and enable data-driven decision-making Here's what we're looking for • 3+ years of experience in customer success, account management, relationship management, or a related client-facing role • Demonstrated ability to manage retention conversations and develop creative solutions to keep customers - you know how to turn a difficult conversation into a win • Strong analytical mindset: comfortable interpreting data, identifying trends, and using insights to guide decisions and improve outcomes • Excellent written and verbal communication skills, with the ability to convey complex information clearly and empathetically to both customers and internal stakeholders • Experience with customer support platforms and CRMs (e.g., Zendesk, Gong, Salesforce) and comfort learning new tools quickly • Adaptable and calm under pressure - you adjust to shifting priorities without losing focus on quality or the customer experience • Bonus: experience in retirement, fintech, or a startup environment; familiarity with 401(k) plans or financial products Gusto has physical office spaces in Denver, San Francisco, and New York City. Employees who are based in those locations will be expected to work from the office on designated days approximately 2-3 days per week (or more depending on role). The same office expectations apply to all Symmetry roles, Gusto's subsidiary, whose physical office is in Scottsdale. Note: The San Francisco office expectations encompass both the San Francisco and San Jose metro areas. When approved to work from a location other than a Gusto office, a secure, reliable, and consistent internet connection is required. This includes non-office days for hybrid employees.

About Gusto

Gusto is a cloud-based human resources software platform that provides payroll, benefits, and HR management services to small businesses. The company was founded in 2011 and is headquartered in San Francisco, California. Gusto's platform automates many of the administrative tasks associated with HR, such as payroll processing, tax filings, and benefits administration. The company also offers a range of HR services, including compliance support, employee onboarding, and time tracking. Gusto is committed to helping small businesses succeed by providing them with the tools and resources they need to manage their HR operations more efficiently.
Learn more about Gusto
Size
1,000 employees
Industry
Founded
2012

Similar Jobs

More Jobs at Gusto

More Finance & Insurance Jobs

Find similar Future Opportunities: Retirement Client Relationship Manager jobs: