Account Executive, Guideline
Core, East
$120k
OTE
+ Incentive Stock Options
Retirement plans for small business
Open for applications
Retirement plans for small business
201-500 employees
Open for applications
$120k
OTE
+ Incentive Stock Options
201-500 employees
Company mission
To help everyone arrive at a secure retirement.
Role
Who you are
- We're looking for someone driven who brings the perfect blend of sales experience and a customer-centric mentality to work each day
- 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
What the job involves
- You will promote Guideline's mission of providing retirement benefit access to all employees through a high volume sales process with small-to-medium sized 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 initial qualification all the way through to 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
- 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
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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