Retirement Sales Account Executive
Gusto is a payroll and HR platform that helps small businesses pay domestic and international employees, manage benefits, and automate compliance.
Maintainer signals as of 8/12/2026
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
Candidate Availability
Required and preferred rules are kept separate and reflect the wording in the original posting.
About the Role
You will sell 401(k) and retirement plans to small and mid-sized businesses through inbound opportunities and targeted outbound outreach. You will conduct consultative conversations, educate customers, manage plan migrations, maintain Salesforce pipelines, coordinate handoffs, capture market insight, own quota, and improve sales execution.
Requirements
- 2-4 years of quota-carrying sales experience
- Account Executive or Account Manager experience
- Outbound prospecting
- SaaS, benefits, fintech, or financial services experience preferred
- 401(k), retirement, or benefits sales exposure is a plus
- Salesforce CRM
- Sales engagement tools
- Communication
- Organization
- Time management
Responsibilities
- Manage inbound retirement opportunities
- Conduct targeted outbound outreach
- Own SMB retirement sales cycles from discovery through close
- Guide plan adoption and authorization
- Use AI tools to prioritize opportunities and personalize follow-ups
- Conduct consultative retirement conversations
- Educate customers on 401(k) plans and benefits
- Lead plan migration discovery
- Review plan documentation and agreements
- Collaborate with Legal, Compliance, and Retirement Operations
- Guide customers through plan switching
- Maintain the Salesforce sales pipeline
- Update pipeline stages and close dates
- Coordinate deal handoffs and onboarding
- Capture customer objections and competitive insights
- Own and work toward monthly ARR quota
- Participate in team meetings and coaching
- Share sales learnings and wins
Benefits
- Equity (RSUs)
