Guideline is looking for an Operations Associate to join the Customer Operations team.

We are seeking an Operations Associate to join our team. You are a collaborative individual who is excited to help Guideline make affordable retirement benefits accessible to American workers, and would love to grow in an exciting space with a tight-knit, collaborative team. You will directly contribute to the best-in-class client experience, and you will report to the Onboarding Manager.

What You Will Be Working On

  • Increase company efficiency by helping complete core operational transactions, specifically within client onboarding
  • Operationally support clients converting retirement plans to Guideline by collaborating with the Onboarding, Customer Success, Engineering and Compliance teams to ensure a smooth transfer and allocating participant assets
  • Accurately record 401(k) plan and participant data while reconciling any discrepancies
  • Lead cross-functional company project(s) on behalf of Customer Operations, such as scaling existing operational processes, building analytics reporting
  • Serve as a subject matter expert for internal clients in using Guideline's core platform and processes
  • Presents ideas and recommendations, continuously look for ways to improve processes
  • Other duties as assigned

The Team

We are a high-energy group and work closely with Onboarding, Retirement Consulting, Customer Success, Government Filings and Product.

What We're Looking For

  • 2+ years experience in a finance, operations, or account management role
  • Process oriented: experience with documentation and an eye for details
  • Demonstrated ability to juggle and prioritize among multiple tasks
  • Comfort level with Excel (pivot tables, vlookup, etc) with an interest in data manipulation, SQL experience preferred
  • Strong collaboration skills: comfort level talking to different teams and levels
  • Passionate about technology
  • Bachelor's degree required
  • Exposure to 401(k), retirement, or finance industry

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 over 30,000 clients and $6 billion in assets under management—and have raised $344M with top-tier investors.

Offer Package

  • Great compensation + Equity in the Company
  • Flexible Vacation Policy
  • 401(k) Matching
  • 100% coverage of Health / Vision / Dental
  • Generous parental leave policy

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.

Employment open to residents of AZ, CA, CO, CT, FL, GA, IA, ID, IL, IN, KY, MA, MD, ME, MI, MO, NC, NH, NJ, NY, NV, OH, OR, PA, RI, SC, TN, TX, UT, and WA.

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.


Account Management
SQL (Programming Language)
Data Manipulation
Excel Pivot Tables And Charts
Customer Success
Administrative Functions