Retirement Account Executive

Gusto is on a mission to grow the small business economy by providing essential services like payroll and HR. The Retirement Account Executive will work with existing customers to add retirement benefits, guiding them through sales processes and ensuring high-quality customer experiences. Responsibilities 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 escalate non-standard scenarios as needed Skills 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 Benefits Health insurance 401(k) Company Overview Gusto is an HR and payroll platform that simplifies complex tasks, empowering businesses to focus on what matters most. It was founded in 2011, and is headquartered in San Francisco, California, USA, with a workforce of 1001-5000 employees. Its website is Company H1B Sponsorship Gusto has a track record of offering H1B sponsorships, with 49 in 2025, 54 in 2024, 19 in 2023, 37 in 2022, 24 in 2021. Please note that this does not guarantee sponsorship for this specific role.