Full-Time

Account Coordinator

Customer Success

Confirmed live in the last 24 hours

Guideline

Guideline

201-500 employees

Affordable, automated 401(k) and IRA plans

Data & Analytics

Junior

United States

Required Skills
Communications
Zendesk
Salesforce
Requirements
  • 1+ years experience in project management, customer care
  • Experience in Finance or technology industries desirable
  • Results-driven with exemplary phone, listening, and writing skills
  • Experience with customer support platforms and CRMs (Talkdesk, Salesforce, Zendesk)
  • Adaptable with the ability to pick up new technologies, assess situations quickly, and look for smarter, better ways to achieve goals
  • Creative and analytical problem-solving skills
  • Demonstrated strong verbal and written communication skills
  • Flexible - ability to constantly adapt to new conditions
  • Enthusiastic, high energy, poised, confident, and extremely professional
  • Bachelor’s degree preferred or equivalent field-related experience
  • Ability to pass background and credit check for employment
Responsibilities
  • Act as the first point of contact for general client inquiries through phone and email inbound
  • Drive product value by maintaining internal team tools such as creating/updating documentation, general daily maintenance, and supporting clients and team success
  • Ensure timeliness and smooth processing of Customer Support team workflows
  • Drive exceptional standards for Customer Support operations to ensure efficient customer needs
  • Support collaborative communication with cross-functional teams

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

0%

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