Full-Time
Account Executive
Posted on 4/5/2024
Automated 401(k) and IRA provider with payroll integration
Compensation Overview
$70,000Annually
Senior, Expert
Remote in USA
- 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 and ideas for generating new leads and pipeline
- Promote Guideline's mission of providing retirement benefit access to all employees through a high volume sales process with small-to-medium sized business (SMB) owners
- Use a consultative approach to educate prospects on 401(k) regulatory requirements and plan options
- Convey Guideline's value proposition resulting in informed and well-prepared clients
- Manage a sales pipeline and work with prospects from initial qualification to signing
- Contribute to impactful projects to improve best practice tactics
- Work with prospects through a consultative sales approach
- Manage a pipeline of over 100 leads
- Forecast sales activity, revenue targets, quotas, and general 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 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