Full-Time
Customer Onboarding Coordinator
Posted on 4/27/2024
Automated 401(k) and IRA provider with payroll integration
Junior
Remote in USA
- 2+ years of client-facing support experience
- Experience with customer support platforms and CRMs (JIRA, Salesforce, Talkdesk)
- Ability to pick up new technologies, assess situations quickly, and look for smarter, more efficient ways to provide an educational client experience
- Creative and analytical problem-solving abilities
- Exemplary phone, listening, and writing skills
- Bachelor's degree preferred or equivalent field-related experience
- Be the first point of contact for Guideline's clients through phone calls and email
- Assist with new client onboarding and education
- Work collaboratively and cohesively with Sales, Operations and Customer Success
- Aggregate feedback and recommendations from clients to define our product roadmap
- Assist with monthly projects, or any ad-hoc projects
- Support documentation of processes & procedures
Guideline provides automated 401(k) plans and IRAs that feature seamless payroll integrations and professionally designed investment portfolios that auto-rebalance. This fintech company places a firm emphasis on harnessing powerful technology to offer accessible and efficient retirement solutions for businesses and individuals. Working here means being at the forefront of financial technology innovation and contributing to a service that supports financial security and well-being for many.
Company Stage
Series E
Total Funding
$339M
Headquarters
Burlingame, California
Founded
2015
6 month growth
↑ 2%1 year growth
↑ 1%2 year growth
↑ 21%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