Relationship Manager @ Guideline

Sales & Account Management (1)

As a Relationship Manager, you’ll be on the front line of expanding our Payroll sales channels through top of funnel sales motions. We are looking for a passionate and results-driven candidate with a builder mindset who is enthusiastic about identifying, targeting, and creating new business opportunities within the Payroll space.

Our Relationship Manager will possess demonstrated knowledge of the retirement industry and a proven ability to excel in balancing customer needs with company business objectives. In this new role, you’ll have an instrumental impact as Guideline strengthens our commitment to making retirement more accessible.

This is a highly visible role that requires strong cross-functional collaboration, operational excellence, and the ability to drive both long-term strategy and tactical execution. As a young company, there’s a tremendous amount of upward mobility and the ability to have a direct impact on the business.

This position is remote and can be located in CA, CO, FL, MA, ME, NC, NY, TX, UT, or WA

What will you be doing?

Build Relationships That Matter
- Demonstrate flexibility in managing Payroll relationships and resolving issues, adapting your approach to different situations while focusing on results
- Serve as the first point of contact for organizations to learn about Guideline by sharing the value we provide to their customers and their development team
Drive Success with Product Expertise
- Promptly respond to inbound leads generated from payroll partners, assessing their needs, and determining fit
- Assist with coordinating payroll-focused event materials, presentations, and follow-up communications; this role will be responsible for contacting attendees to book post-event sales meetings
- Support conference, seminar, and other industry-focused event planning, logistics, and related activities to maximize brand visibility and lead generation
Expand and Elevate Payroll Opportunities
- Develop a close relationships with Payroll teams to create more opportunities and business for the Sales Team
- Research and understand potential customers and identify prospects using tools like Zoominfo, LinkedIn and online research
- Work with the broader Channels Sales Team to understand our customers’ needs and create long-term strategies to identify, surface and address potential buying obstacles
Track and Deliver Results
- Deliver strong business results by leading revenue-generating initiatives and optimizing performance across key metrics

What Experience is Required?

2+ years of experience in a client-facing sales, marketing, or business development role in the B2B SaaS space
2+ years of experience in a quota-carrying role, preferably within the HR tech or employee benefits market
Proactive approach to growth, experimenting with a variety of tactics to discover how to generate leads and sell you have the analytical ability to identify which strategies warrant more investment and which we should avoid
Ability to effectively communicate Guideline’s value propositions to Payroll partners and understand their challenges and needs
Ability to thrive in a collaborative environment in which you actively listen, provide meaningful feedback, and positively motivate yourself and others
Customer-obsessed sales approach, demonstrating a deep commitment to understanding and addressing the unique needs of our platform
Demonstrated communication and relationship-building skills to effectively engage potential partners, position Guideline’s value propositions, and create a positive first impression
Proven track record of maintaining and nurturing existing strategic partner/affiliate relationships with the goal of strengthening and growing sales channels uncovering new opportunities

Compensation:At Guideline, we believe compensation should be fair and equitable. We take a data-driven approach to set our compensation bands; the successful candidate’s starting pay will be determined based on job-related skills, experience, qualifications, and work location. We are always evaluating our pay zones to be as competitive as possible, so keep in mind these may be subject to change in the future.

The expected OTE for this role is $120,000.

In addition to salary, this position is eligible to participate in a sales incentive program and equity in the form of Incentive Stock Options (ISOs). Incentive compensation is not guaranteed.

At Guideline, base salary is just one component of the overall Total Rewards package offered to employees. All employees are offered comprehensive benefits and perks to help support you and your family.

Health
- Opt-out credit for waiving coverage

Medical, dental, and vision insurance — We offer multiple plan options with varying company premium contributions
Health Savings Account and Flexible Spending Account
Company paid disability and life insurance
Optional Voluntary life insurance
Mental health benefit navigation with Rula for employees and dependents

Parental Leave

Paid parental leave for birthing and non-birthing parents

Generous Time Off

Flexible time off in addition to company holidays — We observe the NYSE Holiday Calendar

401(k) Plan

We use our own platform and contribute 100% of employee contributions up to 5%

Other Benefits

1-month paid Sabbatical after 5 years of employment
Annual learning and development stipend — We reimburse approved professional development expenses, up to $750 per employee per year

Guideline provides equal employment opportunities to all employees and applicants for employment without regard to race, religion, color, national origin, gender, sexual orientation, age, marital status, veteran status, or disability status. Pursuant to the San Francisco Fair Chance Ordinance, we will consider for employment qualified applicants with arrest and conviction records. Additionally, Guideline participates in the E-Verify program in certain locations, as required by law.

Guideline is an equal opportunity employer. Applicants in need of special assistance or accommodation during the interview process can reach out to [email protected].

Guideline is committed to protecting the privacy and security of the personal information of our applicants. Please refer to Guideline's Privacy Policy for information about our privacy and security practices.

#LI-Remote

Relationship Manager

Payroll Channel Partners

Guideline

Compensation Overview

Simplify's Take

What believers are saying

What critics are saying

What makes Guideline unique

Benefits

Growth & Insights and Company News

6 month growth

1 year growth

2 year growth