Gusto
Future Opportunities: Retirement Client Relationship Manager
Denver, CO - Hybrid +1 · Manager · Full-time · Posted Jun 4, 2026
- Location
- Denver, CO - Hybrid
New York, NY - Hybrid - Experience
- 3+ years in customer success, account management, relationship management, or a related client-facing role.
About the job
Manage relationships with B2B plan sponsors, resolve client issues, and improve retention through consultative service and cross-functional collaboration.
What you'll do
- Manage inbound client inquiries and serve as the primary contact for plan sponsors.
- Identify at-risk accounts and develop strategies to retain customers.
- Resolve complex issues, escalate technical bugs, and share customer feedback and trends with internal teams.
What they ask for
- 3+ years of experience in customer success, account management, relationship management, or a related client-facing role.
- Ability to manage retention conversations and develop customer-retention solutions.
- Strong analytical, written communication, and verbal communication skills.
- Experience with customer support platforms and CRMs.
Nice to have
- Experience in retirement, fintech, or a startup environment.
- Familiarity with 401(k) plans or financial products.
Tools
Zendesk, Gong, Salesforce
AI focus
Use AI-assisted tools to summarize case history, draft customer communications, and identify trends in ticket data.
Model-written summary · the original posting is authoritative