Onboarding Specialist, Guideline
$70-80.5k
More information about location
Retirement plans for small business
Job no longer available
Retirement plans for small business
201-500 employees
Job no longer available
$70-80.5k
More information about location
201-500 employees
Company mission
To help everyone arrive at a safe, secure retirement, whether they're a small business owner, an employee, or self-employed.
Role
Who you are
- Our ideal candidate is a collaborative self-starter who has a proven track record of success in client-facing environments. You’ll need to think on your feet while using your strong communication, listening, and problem-solving skills
- A high level of attention to detail and a passion for providing a confidence-inspiring client experience are musts
- 4+ years of total work experience; startup and/or financial services experience a plus
- 3+ years of experience in client-facing implementation and/or technical account management
- Experience working with clients spanning a wide range of industries
- Deep knowledge that spans one or more of the following domains: SaaS, Operations, or Finance
- Proven track record of delivering results in a dynamic startup environment
- Adaptable with the ability to pick up new technologies, assess situations quickly, and look for smarter, better ways to achieve goals
- Creative and analytical problem-solving skills
- Enthusiastic and high energy, but also poised, confident and extremely professional
What the job involves
- Guideline is seeking an Onboarding Specialist to manage a portfolio of clients ranging from small business owners to C-level executives. This individual will quickly become an expert on Guideline’s suite of products so that they can clearly explain the value that Guideline will provide to organizations of all kinds
- This is an opportunity to grow alongside a fast-paced startup. We’re looking for a highly motivated individual who brings the perfect blend of client focused mentality with a project management drive
- Manage value-based relationships with Guideline’s clients, ensuring clients are set-up in a timely manner and transfer of assets are scheduled accordingly
- Work collaboratively and cohesively with Sales, Conversion Operations, and other Customer Operations teams
- Drive education and adoption by proactively engaging clients
- Play an active role in contributing to growth and scalability through robust documentation, consistent process optimization, and capability cross-training
- Monitor industry trends, client news, customer experience/journey best practices for consistent improvement and knowledge sharing
- Gather intelligent product feedback and recommendations from clients to design and inform new features and capabilities
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
-6% employee growth in 12 months
Company
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
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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