Account Executive, Emerging - Guideline

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 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 lead qualification all the way through to deal 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

Technology is the backbone of what we do. It allows us to automate many 401(k) administrative tasks, integrate with leading payroll providers, and build affordable retirement plans for the smallest businesses.

But our platform is powered by people—engineers, account managers, data analysts, retirement consultants, and many more. Together, we're creating a retirement platform that puts people first and empowers small business owners, their employees and the self-employed to not just retire, but arrive at a secure retirement.

In just a few years of operations, we've grown to 35,000+ clients and over $8 billion in assets under management—and have raised $344M with top-tier investors.

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. We are always evaluating our pay zones to be as competitive as possible, so keep in mind these may be subject to change in the future.

The OTE for this position typically ranges from $100,000 to $120,000 (depending on location, skills, education, and experience), split between set base salary and performance-driven bonus. This position also has a substantial equity component, not included in the stated OTE. 

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.

• Health
  • Medical, dental, and vision insurance — We offer multiple plan options with varying company premium contributions
  • Opt-out credit for waiving coverage
  • Health Savings Account and Flexible Spending Account
  • Company paid disability and life insurance
  • Optional Voluntary life insurance
  • Mental health benefit navigation with Rula for employees and dependents
• Parental Leave
  • Paid parental leave for birthing and non-birthing parents
• Generous Time Off
  • Flexible time off in addition to company holidays — We observe the NYSE Holiday Calendar
• 401(k) Plan
  • We use our own platform and contribute 100% of employee contributions up to 5%
• Other Benefits
  • 1-month paid 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.

Guideline is an equal opportunity employer. Applicants in need of special assistance or accommodation during the interview process can reach out to peopleops@guideline.com.

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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