What You Will Work On

As a member of Guideline's Sales team, you will engage and educate prospective clients to identify sales qualified leads for Account Executives. You will facilitate lead handoffs between the sales development team and our account executives. You will report to a Sales Manager. Your success will be determined by maximizing Lead Velocity and by qualifying as many leads as possible in a responsible manner.

The ultimate goal is to expand our retirement platform's reach by presenting Guideline's solutions to small business owners and large companies alike. Ways you will support this mission include:

  • Develop and acquire new business
  • Communicate with prospective clients by email, and both inbound and outreach phone calls
  • Track and report sales activities and results
  • Diligently update CRM and focus on priority prospects

What We're Looking For

  • 1+ years of work or internship experience
  • Bachelor's degree preferred or equivalent experience
  • Experience with CRM software (SalesForce, Outreach, etc.)
  • Enjoy working with people and excel at building relationships
  • Exemplary verbal and written communication skills
  • Highly organized with strong attention to detail
  • Eye for efficiency gains and process improvement
  • Desire to learn new processes and technologies

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

Offer Package

  • Flexible Vacation Policy
  • Great Compensation Package + Equity in the Company
  • 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, 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.