• Master complex software applications, integrations and reports and their use within the clinical research industry • Work with new customers to fully understand their current business processes and workflows while assisting with the implementation of technological solutions • Map current state workflows into new, future state application workflows using process flow charting • Develop and utilize use cases to analyze, define and document business requirements and application scenarios • Provide guidance to internal stakeholders on customer enhancement requests • Coordinate with other internal teams as necessary, to develop Statements of Work (SOWs) required to support new and implementing customers • Assist in the completion of technical RFP questions for prospective customers • Build a strong relationship with the customer project team to help ensure the success of the implementation • Provide guidance to customers on best practices for integrating Advarra technology solutions into their research operations environment • Work closely with the implementation project manager to ensure on-time delivery of all milestones • Perform other job-related duties as assigned.

About Gusto 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. Submit your interest to join our CX team! Gusto is seeking retirement implementation specialists who thrive in a fast-paced, consultative environment and are interested in being considered for future start dates in 2026. If you’d like to be considered for future opportunities with our team, please complete the form below and upload your resume. While start dates are still being determined for 2026, we’d love to connect! Does this sound like you? Apply below About the Role: The Implementation Specialist manages the end-to-end onboarding experience for 401(k) plans on the Gusto platform, spanning both new plan implementations and conversions from existing retirement plan providers. Depending on team assignment, this role guides plan sponsors and administrators through either a new plan setup or a full conversion lifecycle (from initial handoff through asset transfer, data reconciliation, and first contribution). The ideal candidate is proactive, organized, and experienced in client-facing implementation — comfortable managing a high-volume book of business, maintaining meticulous attention to detail, and confidently guiding employers through complex, multi-step processes. They work exclusively with plan sponsors and administrators and bring both operational rigor and a client-first mindset to every interaction. About the Team: The Retirement Onboarding team oversees two of the most consequential moments in a client's journey with Gusto 401(k): launching a brand-new plan and transitioning an existing one to a new provider. The New Plans pod designs a seamless implementation experience from day one, instilling trust and laying the foundation for long-term client success. The Conversion pod handles operationally complex asset transfers with precision, ensuring sponsors and administrators feel supported at every step and that assets move accurately and on time. Across both, we combine operational excellence with a client-first approach. Here's what you'll do day-to-day - Manage a dedicated book of business of 401(k) plans — new enterprise/starter plans, conversion plans, or both — from signing through activation, asset transfer, and first contribution processing - Serve as the primary point of contact for plan sponsors and administrators via email, phone, and video — including inbound scheduling through Calendly - Guide employers through pre-ready task dashboards, proactively following up to prevent stalls and keep plans on track for their plan start date - Monitor and drive performance against key benchmarks including time to activate, time to ready, CSAT, and average response time - For conversion plans: gather required documentation, support accurate data submission, and partner with Operations to ensure smooth asset transfers and recordkeeping transitions - Partner cross-functionally with Sales, Operations, and Legal to resolve setup and compliance issues and align on client expectations - Surface client feedback to product and leadership to inform platform improvements, and stay current on 401(k) regulations and best practices - Use AI tools to streamline workflows, improve client communications, and increase efficiency across your book of business Here's what we're looking for - 4+ years of total work experience with 3+ years in client-facing implementation, account management, technical onboarding, or retirement plan administration; startup and/or financial services experience a plus - Proven ability to manage a large, active book of business involving complex, multi-step processes simultaneously while staying organized and proactive across competing priorities - Deep knowledge in one or more of the following: SaaS, Operations, or Finance; retirement plan experience strongly preferred; familiarity with 401(k) plans, ERISA requirements, payroll systems, bundled vs. unbundled providers, or Safe Harbor compliance is a plus - Strong analytical skills and meticulous attention to detail, particularly around data accuracy and reconciliation - Proficiency with Salesforce and comfort working across case management and collaboration tools in a fast-paced environment - Strong communication skills across email, phone, and video with a client-first mindset - Ability to identify and escalate potential setup or compliance issues early, partnering with the right internal teams to resolve them - RPS or CRPS designation a plus, or active pursuit of either Gusto has physical office spaces in Denver, San Francisco, and New York City. Employees who are based in those locations will be expected to work from the office on designated days approximately 2-3 days per week (or more depending on role). The same office expectations apply to all Symmetry roles, Gusto's subsidiary, whose physical office is in Scottsdale. Note: The San Francisco office expectations encompass both the San Francisco and San Jose metro areas. When approved to work from a location other than a Gusto office, a secure, reliable, and consistent internet connection is required. This includes non-office days for hybrid employees. Our customers come from all walks of life and so do we. We hire great people from a wide variety of backgrounds, not just because it's the right thing to do, but because it makes our company stronger. If you share our values and our enthusiasm for small businesses, you will find a home at Gusto. Gusto is proud to be an equal opportunity employer. We do not discriminate in hiring or any employment decision based on race, color, religion, national origin, age, sex (including pregnancy, childbirth, or related medical conditions), marital status, ancestry, physical or mental disability, genetic information, veteran status, gender identity or expression, sexual orientation, or other applicable legally protected characteristic. Gusto considers qualified applicants with criminal histories, consistent with applicable federal, state and local law. Gusto is also committed to providing reasonable accommodations for qualified individuals with disabilities and disabled veterans in our job application procedures. We want to see our candidates perform to the best of their ability. If you require a medical or religious accommodation at any time throughout your candidate journey, please fill out this form and a member of our team will get in touch with you. Gusto takes security and protection of your personal information very seriously. Please review our Fraudulent Activity Disclaimer. Personal information collected and processed as part of your Gusto application will be subject to Gusto's Applicant Privacy Notice.

• Lead end-to-end implementation for BookNook programs by serving as a strategic consultant to district and school leaders. • Provide implementation guidance, best practices, and solutions while leading onboarding, launch planning, training, rostering, change management, and ongoing program delivery aligned to district goals and customer outcomes. • Monitor implementation performance, analyze customer feedback and program data, and identify opportunities to improve delivery processes, customer experience, and student outcomes. • Independently manage multiple complex implementations by proactively identifying risks, resolving issues, coordinating stakeholders, and ensuring delivery commitments are met. • Serve as the primary point of contact for district leaders, providing strategic guidance throughout implementation and ongoing partnership management. • Partner closely with Regional Directors of Partnerships to support customer retention, renewals, expansion opportunities, and seamless customer transitions throughout the partnership lifecycle. • Track and report on key implementation metrics, customer adoption, and partnership outcomes to ensure successful delivery and identify opportunities for continuous improvement. • Other responsibilities as assigned

• Consultants work as members of a team or as an individual, providing critical process review, system design and configuration, infrastructure validation, system deployment, and user training as well as product knowledge expertise. • Assist with planning the implementation and developing the implementation project plan to meet client expectations, timeframes, and budget. • Review existing technology, systems, infrastructure, and data integrity. • Work with client personnel to ensure these areas are ready to support deployment of Hyphen Solutions’ applications and help to resolve any issues that arise in these areas. • Set up and configure Hyphen Solutions’ applications to meet the business needs of the client. • Conduct Conference Room Pilots to verify new business processes, system configuration, and integration. • Train client personnel, including management and field users. • Provide on-going training and application support for application users. • Assist with identifying, tracking, and resolving issues that arise during the implementation process. • Develop and maintain quality relationships and communication with project team members through the implementation process. • Adhere to all Hyphen Solutions’ policies and procedures as well as implementation methodology and policies.