Retirement Account Executive

Gusto, Inc. • Chicago, IL

8h • Hybrid

About The Position

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.

Requirements

• 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

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

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: No Education Listed
• Number of Employees: 1,001-5,000 employees