Why This Job is Featured on The SaaS Jobs
This Broker Integration Advocate role sits at a common SaaS inflection point: the moment a customer moves from purchase intent to real product adoption. With benefits administration involving brokers, carriers, eligibility rules, and sensitive data, implementation quality becomes part of the product itself. The remit described is less about generic support and more about orchestrating a multi-party integration where accuracy and timelines directly affect downstream outcomes.
For a SaaS career, the work builds durable implementation and onboarding fundamentals that translate across vertical software. It develops fluency in running a repeatable process, managing risk through data validation and compliance checks, and communicating clearly across channels to keep stakeholders aligned. The emphasis on metrics, KPIs, and AI-enabled workflows also mirrors how modern SaaS operations teams are increasingly instrumented and automated.
This role is best suited to professionals who like owning a defined customer journey end to end and who take satisfaction in getting details right under real constraints. It will fit someone comfortable balancing consultative communication with structured execution, and who enjoys coordinating with external partners while staying accountable for the final handoff into an active, functioning account.
The section above is editorial commentary from The SaaS Jobs, provided to help SaaS professionals understand the role in a broader industry context.
Job Description
About the Role:
For small business owners, choosing a platform to integrate their benefits is one of the most important decisions they make. As a broker integration advocate, you'll own the customer journey from the moment a business signs up to integrate their benefits to the final implementation. Your goal: make sure every customer is ready to go when it leaves your hands, so benefits get to the finish line on time and accurately.
That means guiding small business owners through one of the most important (and most complex) decisions they make for their teams, and making the experience feel a lot less overwhelming than it sounds. It is meaningful work that directly impacts the lives of small business owners and their employees.
About the Team:
The Broker Integration team believes that great technology and great service aren't mutually exclusive. We're building both. Every team member takes real ownership of their work and makes a tangible impact every day. You'll bring your project-management instincts to keep onboarding moving, coordinate with internal and external partners, and help us continue raising the bar for what benefits at Gusto can look like.
As an AI-native company, we don't just use technology—it’s the backbone of how we work. We expect all team members to demonstrate digital fluency and a proactive approach to leveraging AI tooling to enhance accuracy, speed, and communication. At Gusto, every team member contributes to a significant daily impact on the lives of those we serve. If you take pride in getting the details right and helping customers get the coverage they deserve, this role is for you.
Here’s what you’ll do day-to-day:
- Drive consultative outreach to keep customer onboarding on track : As the point of contact for our customers during this journey, you provide exceptional consultative customer service via phone, email and other channels. You educate our customers and anticipate their needs to ensure a smooth integration. That means anticipating where customers might get stuck, surfacing blockers early, and making sure nothing stalls because a customer didn't know what to do next.
- Be a real partner to your customers. You're not afraid to pick up the phone, and whether it's a call, an email, or a screen share, you're accessible, responsive, and clear. Customers should feel like they have someone in their corner.
- Project management: As the owner of the onboarding journey, you anticipate roadblocks and work with relevant partners, both internal and external, to ensure and a smooth and accurate integration of our customer’s benefits
- Eligibility & Compliance: You review customer data against carrier eligibility standards to proactively mitigate errors and ensure both quality and compliance.
- End to end process: You own the entire onboarding journey: confirming eligibility, gathering the required information, building policies, managing enrollments and ensuring accuracy while keeping our customers informed and engaged along the way.
Here’s what we're looking for:
- Professional Experience: Minimum 3+ years of professional work experience, ideally within healthcare, health insurance brokerage, hospitality, or a fast-paced startup environment, where anticipating customers’ needs and delivering a great customer experience is a central part of the role.
- Curious about technology. AI tools and automation are part of how this team works. You don't need to be an expert, but you should be excited to learn and use tools like Glean, Gemini, and other LLM-based AI tools.
- Data-Driven Mindset: Proven success in metrics-based roles where data accuracy and hitting KPIs are central to customer success.
- Account management: Strong background in high-volume book of business under tight deadlines and seasonal peaks.
- Communication & Collaboration: Excellent customer communication skills with experience managing professional interactions with external company partners (brokers and insurance carriers) as well as customers.
- Adaptability: A skilled problem-solver who is comfortable navigating ambiguity and can pivot quickly in a dynamic operational setting.
- Self-Directed Execution: Highly self-motivated and capable of working both autonomously and collaboratively to meet individual and team goals.
At Gusto, we strive to provide rewards that empower employees to achieve their financial and personal goals. We offer competitive compensation packages with a strong emphasis on equity-based compensation (ownership in Gusto). To learn more about Gusto’s compensation philosophy and benefits offerings please view our Total Rewards Approach page.
Our cash compensation range for thisrole is $23.50/hr—26.44/hr in Denver. Final offer amounts are determined by multiple factors, including candidate location, experience, and expertise, and may vary from the amounts listed above
