Full-Time

Account Executive

Core

Confirmed live in the last 24 hours

Guideline

Guideline

201-500 employees

Affordable 401(k) and IRA retirement plans

Fintech
Financial Services

Compensation Overview

$120kAnnually

+ Equity (ISOs)

Junior, Mid

Remote in USA

Category
Inside Sales
Sales & Account Management
Requirements
  • 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
Responsibilities
  • 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

Guideline provides affordable and customizable 401(k) retirement plans and Individual Retirement Accounts (IRAs) for businesses of all sizes, particularly targeting small to medium-sized enterprises and specific sectors like dental practices. Their service includes end-to-end management of retirement plans, which features automatic enrollment, low monthly fees, and compliance testing. As a 3(38) fiduciary, Guideline manages investment options to ensure they benefit employees. The company operates on a subscription-based model, charging a low monthly fee that covers essential services, with options for additional features like profit sharing and matching. Guideline also offers a user-friendly platform called Guideline Pro, which equips financial professionals with tools to assist clients in retirement planning. The goal of Guideline is to make retirement plans more accessible and affordable, helping more individuals save for their future.

Company Stage

Series E

Total Funding

$329.8M

Headquarters

San Mateo, California

Founded

2015

Growth & Insights
Headcount

6 month growth

-1%

1 year growth

-1%

2 year growth

-3%
Simplify Jobs

Simplify's Take

What believers are saying

  • Increased demand for digital financial services boosts Guideline's digital-first approach.
  • Partnership with QuickBooks Payroll enhances retirement benefits for small businesses.
  • Guideline's new mobile app increases accessibility and user engagement.

What critics are saying

  • Increased competition from QuickBooks Payroll could shift market share.
  • Reliance on Vanguard poses a risk if fee structures change.
  • New Starter plan and Enterprise tier may increase operational complexity.

What makes Guideline unique

  • Guideline offers a flat fee per participant, unlike asset-based fee models.
  • Guideline acts as a 3(38) fiduciary, managing investment options for clients.
  • Guideline provides end-to-end retirement plan management, including compliance and reporting.

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Benefits

Flexible vacation policy

Company equity

401(k) with matching contributions

100% paid employee insurance coverage

Annual learning & development stipend

Parental leave

Sabbatical after 5 years of employment