Full-Time

Customer Onboarding Coordinator

Posted on 4/27/2024

Guideline

Guideline

201-500 employees

Affordable, automated 401(k) and IRA plans

Data & Analytics

Compensation Overview

$70,000Annually

+ Flexible vacation policy + Company equity + 401(k) with matching contributions + Annual learning and development stipend + Parental leave + Sabbatical after 5 years of employment

Mid

Remote in USA

Required Skills
Sales
Salesforce
Requirements
  • 2+ years of client-facing support experience
  • Experience with customer support platforms and CRMs (JIRA, Salesforce, Talkdesk)
  • Ability to pick up new technologies and assess situations quickly
  • Creative and analytical problem-solving abilities
  • Exemplary phone, listening, and writing skills
  • Bachelor's degree preferred or equivalent field-related experience
Responsibilities
  • Be the first point of contact for Guideline's clients through phone calls and email
  • Assist with new client onboarding and education
  • Work collaboratively with Sales, Operations, and Customer Success teams
  • Aggregate feedback and recommendations from clients to define product roadmap
  • Assist with monthly projects and ad-hoc projects
  • Support documentation of processes and procedures

Guideline offers affordable and highly automated 401(k) plans and IRAs for businesses and individuals, featuring seamless payroll integrations and professionally designed investment portfolios that automatically rebalance, leveraging powerful technology.

Company Stage

Series E

Total Funding

$339M

Headquarters

Burlingame, California

Founded

2015

Growth & Insights
Headcount

6 month growth

2%

1 year growth

2%

2 year growth

17%

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