Operations Associate, Guideline
Client Transition Operations
$67.5-85k
Salary dependent on location and is eligible to receive equity in the form of Incentive Stock Options
Retirement plans for small business
Open for applications
Retirement plans for small business
201-500 employees
Open for applications
$67.5-85k
Salary dependent on location and is eligible to receive equity in the form of Incentive Stock Options
201-500 employees
Company mission
To help everyone arrive at a secure retirement.
Role
Who you are
- An accountable results-oriented driver who works backward from outcome to deliver results in a fast-paced environment by prioritizing scope, quality, time, and resources
- Process oriented: organization and documentation are natural skills
- Ability to juggle and prioritize across multiple tasks
- Collaboration skills: comfort level talking to different teams and levels
- Technical proficiency in Excel, G-suite, SQL, & Salesforce
- A systems thinker with experience unpacking and learning complex systems
- Passionate about leveraging technology
- Experience working in a tech start-up environment is preferred
What the job involves
- This role reports directly to the Client Transition Operations manager
- The 60-person Operations organization includes Corrections, Client Ops, Annual Compliance Ops, Data Reconciliation, and Client Transition Ops
- Responsible for processing client offboarding requests in a timely manner
- Identify opportunities for operational process enhancements
- Partner with our Corrections, Data Reconciliation and Customer Success teams to complete offboarding requests
- Respond to escalations and time-sensitive requests
- Communicate effectively and influence the direct team on routine, non-routine, and escalated issues
- Manage cross functional client transition projects as needed
Our take
When businesses offer a 401(K) plan, a message is sent to employees and potential employees that their future is valued by their employer. However, small businesses are often left behind, being charged extortionate fees or ignored by 401(K) providers altogether, leaving many American families with no retirement savings and the potential of retiring into poverty.
Guideline spotted this oversight as an opportunity to jump in and offer small businesses an affordable 401(K). It generates income by charging each business a flat monthly fee per participant.
The company now manages retirement plans for hundreds of thousands of people in over 40,000 companies and has accumulated over $8 billion in assets under management. Benefits providers Intuit, Gusto, and Square all use Guideline as their 401(K) partners.
Freddie
Company Specialist at Welcome to the Jungle
Insights
Few candidates hear
back within 2 weeks
-6% employee growth in 12 months
Company
Employee endorsements
Nice people
"The people at Guideline are really nice, friendly, and helpful. We get to know other members a little better outside of work, and there is an effort..."
Funding (last 2 of 6 rounds)
Jun 2021
$200m
SERIES E
Jul 2020
$80m
SERIES D
Total funding: $339m
Company benefits
- Comprehensive medical, dental and vision plans—100% for employees, 70% for dependents
- Generous 401(k) match
- Paid time off + unlimited vacation days
- Paid parental leave
- Mental health coaching and therapy
- Learning and development stipend
- Cash referral bonus
- Commuter benefits
Company HQ
Downtown, Burlingame, CA
Articles
Leadership
Kevin Busque
(CEO)Majored in Computer Information Science at Fitchburg State University. Started out as an Advisory Unix Systems Administrator at IBM and then founded LinkedUp.net, an Open Source consulting company, in 1996. Acted as Chief Information Security Officer at the Institute for Health Metrics and was Director of IT at Humedica. Co-founded TaskRabbit in 2008, acting as its VP of Technology until 2015.
Mike Nelson
(CTO)Majored in Mechanical Engineering at the University of Southern Maine. Was Mobile Developer and CTO at TechStars-backed Accelgolf from 2007 to 2010. Joined SkillSlate as Rails Engineer and CTO, before being hired by TaskRabbit as Staff Engineer in 2012.
Jeremy Caballero
(Co-Founder & CPO)Started out as a Junior Programmer at Mail Boxes Etc. Worked as a Photographer and Videographer from 2007 to 2011, and then as a Freelance Digital Designer. Was Lead Designer at lifestyle adventure brand Targa Trophy before joining TargetSafety's UX team. Was made Lead Product Designer at TaskRabbit in 2012.
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