Guideline is looking for an Account Executive to join the Sales team.

What You’ll Work On

You will 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. You will use a consultative approach to educate prospects on 401(k) regulatory requirements and plan options, while also conveying Guideline’s value proposition, resulting in informed and well prepared clients.

You will be quota carrying and responsible for managing a sales pipeline, working with prospects from initial qualification all the way through to signing. Additionally, you may contribute to impactful projects to improve our best practice tactics as we continue to grow.

This is an opportunity to develop alongside a growing company. We’re looking for someone driven who brings the perfect blend of sales experience and a customer-centric mentality to work each day.

You will report to one of our SMB Sales leaders and manage the following:

• Work with prospects through a consultative sales approach, ready to review and improve on your process and strategies
• Manage a pipeline of over 100 leads, ensuring leads are updated throughout the sales cycle
• Forecast sales activity, revenue targets, quotas and general pipeline management
• Conduct sales demos by phone and GoogleMeet
• Monitor and report on your own sales performance
• Suggest ideas to increase sales and improve client experience

What We’re Looking For

• You’ve worked with VP, C-levels, or owners within an organization
• You know how to exceed goals, and create plans when you’re off track
• You have a background in financial services
• You have experience with CRM (SFDC, Outreach, TalkDesk)
• You have experience and ideas for generating new leads and pipeline

More About Guideline 

Everyone should have a simple, affordable way to save for retirement. At Guideline, our plans are low cost and highly automated. This makes it easy for companies to offer a valuable benefit—and easy for people to invest in their financial future with confidence.

Compensation

At Guideline, we believe compensation should be fair and equitable. We take a data-driven approach to set our compensation bands; the successful candidate’s starting pay will be determined based on job-related skills, experience, qualifications, and work location. These pay zones may be modified in the future.

Please speak with a recruiter for additional information regarding our tier locations.

• Metro+:
  The base salary for this position is $75,000 annually.
• Metro:
  The base salary for this position is $70,000 annually.
• National:  
  The base salary for this position is $70,000 annually.

In addition to base salary, this position is eligible to participate in a sales incentive program and equity in the form of Incentive Stock Options (ISOs). Incentive compensation is not guaranteed.

At Guideline, base salary is just one component of the overall Total Rewards package offered to employees.  All employees are offered comprehensive benefits and perks to help support you and your family.

• Flexible time off in addition to company holidays — We observe the NYSE Holiday Calendar
• 401(k) with matching contributions — We use our own platform and match 100% of the first 3% contributed, and 50% of the next 2% (for a max employer contribution of 4%)
• 100% employer-paid healthcare, vision, and dental insurance for employees and 70% coverage for dependents
• Opt-out credit if all three plans are waived
• Health Savings Account and Flexible Spending Accounts
• Disability and life insurance options
• Mental health benefits, including therapy and coaching through Modern Health, for employees and their dependents
• Paid parental leave for birthing and non-birthing parents
• Sabbatical after 5 years of employment
• Annual learning and development stipend — We reimburse approved professional development expenses, up to $750 per employee per year.

Guideline provides equal employment opportunities to all employees and applicants for employment without regard to race, religion, color, national origin, gender, sexual orientation, age, marital status, veteran status, or disability status. Pursuant to the San Francisco Fair Chance Ordinance, we will consider for employment qualified applicants with arrest and conviction records.  Additionally, Guideline participates in the E-Verify program in certain locations, as required by law. 

If you have a disability or special need that requires accommodation, please don’t be shy and contact us at [email protected].

Guideline is committed to protecting the privacy and security of the personal information of our applicants. Please refer to Guideline’s Privacy Policy for information about our privacy and security practices.

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