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Full-Time

Account Executive

Updated on 7/19/2024

Guideline

Guideline

201-500 employees

Affordable, automated 401(k) and IRA plans

Data & Analytics

Compensation Overview

$70k - $75kAnnually

+ Sales Incentives + Equity Options

Junior

Remote in USA

Category
Field Sales
Strategic Account Management
Sales & Account Management
Required Skills
Sales
Requirements
  • Worked with VP, C-levels, or owners within an organization
  • Exceed goals and create plans when off track
  • Background in financial services
  • Experience with CRM (SFDC, Outreach, TalkDesk)
  • Experience in generating new leads and pipeline
Responsibilities
  • Work with prospects through a consultative sales approach
  • Manage a pipeline of over 100 leads
  • Forecast sales activity, revenue targets, quotas, and pipeline management
  • Conduct sales demos by phone and GoogleMeet
  • Monitor and report on own sales performance
  • Suggest ideas to increase sales and improve client experience

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

1%

1 year growth

1%

2 year growth

7%

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