Future Opportunities: Retirement Client Relationship Manager
Gusto - Greater Chicago Area
Hiring: Future Opportunities: Retirement Client Relationship Manager Company: Gusto Location: Greater Chicago Area Job Posted Time: 2026-09-16 11:51:14 Employment Type: Full-time / Hybrid Target Skills & Keywords : Salesforce, Zendesk About the job Experience: •3+ years of experience in customer success, account management, relationship management, or a related client-facing role Required Skills: •Here's What You'll Do Day-to-day •Own the client relationship: Serve as the primary point of contact for B2B/SMB plan sponsors, managing inbound inquiries via email and phone with a strong emphasis on quality resolution and relationship continuity •Drive retention proactively: Identify at-risk customers and develop customized save strategies — including pricing flexibility, service improvements, or product enhancements — to retain and strengthen accounts •Resolve complex issues end-to-end: Triage, troubleshoot, and resolve customer issues, escalating technical bugs to Engineering with clear, well-documented tickets and following through to resolution •Collaborate cross-functionally: Partner with Sales, Product, Engineering, and Operations to troubleshoot client issues and improve internal processes — serving as the voice of the customer in every room •Turn feedback into insight: Translate customer interactions into actionable product insights, using data and patterns to proactively surface improvements and inform team decisions •Leverage AI tools: Use AI-assisted tools to summarize case history, draft customer communications, and identify trends in ticket data to work more efficiently and deliver faster resolutions •Maintain accurate records: Keep client interaction logs and CRM data up to date to ensure consistency, support team KPIs, and enable data-driven decision-making Compensation: •Flexible work environment (work from home / hybrid options) •We handle the hard stuff — payroll, health insurance, 401(k)s, and HR — so owners can focus on their craft and their customers Interested candidates, please apply directly through the job posting on company's career page or try via AI auto apply on this platform. Don't miss this opportunity to join a forward-thinking team!