Guideline is looking for an Account Executive to join the Sales team.

What You’ll Work On
You will promote Guideline’s mission of providing retirement benefit access to all employees through a high volume sales process with small-to-medium sized business (SMB) owners. You will use a consultative approach to educate prospects on 401(k) regulatory requirements and plan options, while also conveying Guideline’s value proposition, resulting in informed and well prepared clients.

 

You will be quota carrying and responsible for managing a sales pipeline, working with prospects from initial qualification all the way through to signing. Additionally, you may contribute to impactful projects to improve our best practice tactics as we continue to grow.  This is an opportunity to develop alongside a growing company. We’re looking for someone driven who brings the perfect blend of sales experience and a customer-centric mentality to work each day.

 

You will report to one of our SMB Sales leaders and manage the following:

• Work with prospects through a consultative sales approach, ready to review and improve on your process and strategies
• Manage a pipeline of over 100 leads, ensuring leads are updated throughout the sales cycle
• Forecast sales activity, revenue targets, quotas and general pipeline management
• Conduct sales demos by phone and GoogleMeet
• Monitor and report on your own sales performance
• Suggest ideas to increase sales and improve client experience

What We’re Looking For:

• You’ve worked with VP, C-levels, or owners within an organization
• You know how to exceed goals, and create plans when you’re off track
• You have a background in financial services
• You have experience with CRM (SFDC, Outreach, TalkDesk.)
• You have experience and ideas for generating new leads and pipeline

Why Guideline
Our values serve as a compass that guides our decisions and are considered non-negotiable, especially when it comes to hiring. Together with our employees, partners, and customers, we live these values every day.  Everyone has hopes and dreams for the future, but it seems like only some of us are able to financially invest in them. That’s something we’ve made it our mission to solve - to help everyone arrive at a safe, secure retirement. Whatever type of work you choose, whatever the size of your business.  

 

We’ve done this by building the easiest, most affordable, most comprehensive platform for investing in your financial future.  It replaces doubt and fear with transparency, knowledge and understanding. It makes it possible, even enjoyable, to participate in a retirement plan as an employer, employee or partner.  Because when you know how to safely, smartly invest today, you’ll be able to do more of what you love when the future arrives. And that is something everyone should be able to look forward to.

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.

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

In addition to base salary, this position is eligible for equity in the form of Incentive Stock Options (ISOs).

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
  • Medical, dental, and vision insurance — We offer multiple plan options with varying company premium contributions
    • Opt-out credit for waiving coverage
  • 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.

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