Future Opportunities: Retirement Client Relationship Manager
Hybrid · Chicago, Illinois, United States or New York City, New York, United States
Chicago, Illinois, United States or New York City, New York, United StatesHybridFull TimeMid LevelNot SpecifiedFintech ServicesLarge
Type
Full Time
Level
Mid Level
Education
Not Specified
Company size
Large
Industry
Fintech Services
Job Summary
Client Relationship Manager in Gusto's Customer Experience team, focusing on owning the client relationship for B2B/SMB plan sponsors, managing inbound inquiries, proactively identifying at-risk accounts, driving retention through consultative service, collaborating cross-functionally to improve processes, translating customer interactions into actionable product insights, and leveraging AI tools to improve efficiency and outcomes.
Required Qualifications
- 3+ years of experience in customer success, account management, relationship management, or a related client-facing role
- Demonstrated ability to manage retention conversations and develop creative solutions to keep customers
- Strong analytical mindset: comfortable interpreting data, identifying trends, and using insights to guide decisions and improve outcomes
- Excellent written and verbal communication skills, with the ability to convey complex information clearly and empathetically to both customers and internal stakeholders
- Experience with customer support platforms and CRMs (e.g., Zendesk, Gong, Salesforce) and comfort learning new tools quickly
- Adaptable and calm under pressure — you adjust to shifting priorities without losing focus on the quality or customer experience
- Bonus: experience in retirement, fintech, or a startup environment; familiarity with 401(k) plans or financial products
Apply with one swipe on Sorce. We auto-fill applications and apply on your behalf — no cover letters, no 40-minute forms.
Hiring someone like this?
Get your role in front of qualified candidates on Sorce.