Broker Integration Advocate
Gusto is a payroll and HR platform that helps small businesses pay domestic and international employees, manage benefits, and automate compliance.
Projects
About Gusto
Gusto serves small and mid-sized businesses with payroll processing, employee benefits administration, and HR tools in one platform. Users can run payroll, manage health insurance, hire globally, and pay international contractors in local currency or USDC stablecoins. The platform automates payroll tax filings across multiple states and integrates with tools like QuickBooks and Xero.
Skills
About the Role
As a Broker Integration Advocate, you will own the customer journey from the moment a business signs up to integrate their benefits through final implementation. You will guide small business owners through one of the most important decisions they make for their teams, providing consultative support via phone, email, and screen shares. You will anticipate roadblocks, coordinate with internal and external partners such as brokers and insurance carriers, review customer data against carrier eligibility standards, and manage the entire onboarding process — confirming eligibility, gathering information, building policies, and managing enrollments — while keeping customers informed every step of the way.
Requirements
- Minimum 3+ years of professional work experience, ideally within healthcare, health insurance brokerage, hospitality, or a fast-paced startup environment
- Excitement to learn and use AI tools like Glean, Gemini, and other LLM-based AI tools
- Proven success in metrics-based roles where data accuracy and hitting KPIs are central to customer success
- Strong background managing a high-volume book of business under tight deadlines and seasonal peaks
- Excellent customer communication skills with experience managing professional interactions with external partners such as brokers and insurance carriers
- Skilled problem-solver comfortable navigating ambiguity in a dynamic operational setting
- Highly self-motivated and capable of working both autonomously and collaboratively
Responsibilities
- Drive consultative outreach to keep customer onboarding on track
- Provide exceptional customer service via phone, email, and other channels
- Educate customers and anticipate their needs to ensure smooth integration
- Surface blockers early and prevent onboarding stalls
- Manage the onboarding project with internal and external partners
- Review customer data against carrier eligibility standards to ensure quality and compliance
- Confirm eligibility and gather required information
- Build policies and manage enrollments accurately
- Keep customers informed and engaged throughout the onboarding journey
Benefits
- Health insurance
- 401(k)
- Equity (RSUs)