Backed by General Catalyst, Kleiner Perkins and Y Combinator.
About the role
We're looking for a detail driven problem solver who thrives on precision. As a ConversionOps Associate, you'll independently manage the transfer of retirement plans from prior providers onto our platform. That means validating asset allocations, reconciling trust data, and establishing participant loan records before going live. You'll partner closely with CX Onboarding, Compliance, and Reconciliations to catch discrepancies before they become downstream problems.
What they're looking for
- 3+ years of experience in retirement plan administration, financial operations, or onboarding focused operational roles
- Strong understanding of contribution types (pre tax, Roth, employer), loan structures, and participant level retirement data
- Advanced proficiency in Excel , including lookup functions, pivot tables, data validation, and error analysis
- Ability to independently manage competing priorities in a high volume, deadline driven environment
- Adaptability to shift with changing priorities without losing focus on quality
- Quick product mastery to pick up new tools and platforms fast and can speak to them with confidence
More about this role
At Gusto, we're on a mission to grow the small business economy. We handle the hard stuff — payroll, health insurance, 401(k)s, and HR — so owners can focus on their craft and their customers. With teams in Denver, San Francisco, and New York, we support more than 500,000 small businesses nationwide and are building a workplace that reflects the people we serve.
All full-time employees receive competitive base pay, benefits, and equity (RSUs) — because everyone who helps build Gusto should share in its success. Offer amounts are determined by role, level, and location. Learn more about our Total Rewards philosophy .
AI is a fundamental part of how work gets done at Gusto. We expect all team members to actively engage with AI tools relevant to their role and grow their fluency as the technology evolves. AI experience requirements vary by role and will be assessed during the interview process.
We're looking for a detail driven problem solver who thrives on precision. As a ConversionOps Associate, you'll independently manage the transfer of retirement plans from prior providers onto our platform. That means validating asset allocations, reconciling trust data, and establishing...
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