Guideline is seeking an Account Executive to join our Market Development segment.

What You Will Work On

You will be an ambassador in advocating for Guideline's mission of expanding retirement benefit access to employees, working specifically with owners and leaders in our Conversions (Plan Transfers) segment.

You will use a consultative, but tactical approach to create leads (outbound and inbound) and educate prospects on 401(k) regulatory requirements and plan options, while also clearly conveying Guideline's value proposition, resulting in clearly informed and well prepared clients. You will be quota carrying and responsible for managing a sales pipeline of qualified outbound and inbound leads, working with prospects from initial qualification all the way through to signing. Additionally, you will lead important projects and enhance our best practice tactics as we continue to grow.

This is an exciting opportunity to grow alongside a dynamic startup. We're looking for a motivated person who brings the perfect blend of customer-centric sales mentality with a team first approach

Strong prospecting, qualifying, negotiating and closing skills with a preemptive mindset
Hunt and qualify leads using lead generation tools while achieving a high win rate of closed deals
Partner with SDRs/BDRs to develop targeted plans to find the best prospects to fit with Guideline
Manage a robust pipeline of inbound 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 with important partners such as C-Suite and senior leadership
Monitor and report on sales performance weekly
Suggest and build creative ideas to increase sales and improve client experience

What We're Looking For

2+ years experience in a customer-facing role; experience in a quota-carrying SaaS
Experience selling to C-Suite and senior leadership within an organization
Can translate succinct ideas and use cases into execution
Experience in meeting and exceeding goals stretch goals
Has the ability to pick up new technologies, assess situations quickly, and look for smarter, more efficient methods
Strong experience with CRM (SFDC, LinkedIn Sales Navigator, Outreach, Gong etc.)

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 40,000+ clients and over $6 billion in assets under management—and have raised $344M with top-tier investors.

Offer Package

The expected Base Salary Range for this position is $89,000 - $109,750 annually. Compensation is determined by numerous factors such as your qualifications, experience, and work location.

Additional benefits:

Flexible vacation policy
Company equity
401(k) with matching contributions
100% paid employee insurance coverage
Annual learning and development stipend
Parental leave
Sabbatical after 5 years of employment

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 CA, CO, FL, ME, MD, MA, NY, NC, TX, 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.

#LI-Remote

Expected Salary Range

$89,000—$109,750 USD

Apply for this Job

* Required

First Name *

Last Name *

Email *

Phone

Resume/CV

(File types: pdf, doc, docx, txt, rtf)

Cover Letter

(File types: pdf, doc, docx, txt, rtf)

Do you have a Bachelor's Degree or higher? *

Do you have professional experience in Financial Regulation & Compliance, Personal Finance, Financial Planning, or 401(k)/Retirement Planning Services? *

Do you have experience developing/managing a sales funnel through a combination of inbound AND outbound leads? *

Do you have experience selling in the fintech/personal finance space? *

How many years of B2B SaaS sales experience do you have in a closing/quota-carrying role? *

Out of the past 8 quarters, how many times have you hit or exceeded your ARR quota? *

LinkedIn Profile *

Are you currently living in or planning to relocate to CA, CO, FL, MA, MD, ME, NC, NY, TX, or WA? *

Are you authorized to work in the U.S. without restriction? *

Voluntary Self-Identification

For government reporting purposes, we ask candidates to respond to the below self-identification survey. Completion of the form is entirely voluntary. Whatever your decision, it will not be considered in the hiring process or thereafter. Any information that you do provide will be recorded and maintained in a confidential file.

As set forth in Guideline, Inc.’s Equal Employment Opportunity policy, we do not discriminate on the basis of any protected group status under any applicable law.

Gender

Are you Hispanic/Latino?

Please identify your race

Race & Ethnicity Definitions

If you believe you belong to any of the categories of protected veterans listed below, please indicate by making the appropriate selection. As a government contractor subject to the Vietnam Era Veterans Readjustment Assistance Act (VEVRAA), we request this information in order to measure the effectiveness of the outreach and positive recruitment efforts we undertake pursuant to VEVRAA. Classification of protected categories is as follows:

A "disabled veteran" is one of the following: a veteran of the U.S. military, ground, naval or air service who is entitled to compensation (or who but for the receipt of military retired pay would be entitled to compensation) under laws administered by the Secretary of Veterans Affairs; or a person who was discharged or released from active duty because of a service-connected disability.

A "recently separated veteran" means any veteran during the three-year period beginning on the date of such veteran's discharge or release from active duty in the U.S. military, ground, naval, or air service.

An "active duty wartime or campaign badge veteran" means a veteran who served on active duty in the U.S. military, ground, naval or air service during a war, or in a campaign or expedition for which a campaign badge has been authorized under the laws administered by the Department of Defense.

An "Armed forces service medal veteran" means a veteran who, while serving on active duty in the U.S. military, ground, naval or air service, participated in a United States military operation for which an Armed Forces service medal was awarded pursuant to Executive Order 12985.

Veteran Status

Form CC-305

OMB Control Number 1250-0005

Expires 05/31/2023

Voluntary Self-Identification of Disability

Why are you being asked to complete this form?

We are a federal contractor or subcontractor required by law to provide equal employment opportunity to qualified people with disabilities. We are also required to measure our progress toward having at least 7% of our workforce be individuals with disabilities. To do this, we must ask applicants and employees if they have a disability or have ever had a disability. Because a person may become disabled at any time, we ask all of our employees to update their information at least every five years.

Identifying yourself as an individual with a disability is voluntary, and we hope that you will choose to do so. Your answer will be maintained confidentially and not be seen by selecting officials or anyone else involved in making personnel decisions. Completing the form will not negatively impact you in any way, regardless of whether you have self-identified in the past. For more information about this form or the equal employment obligations of federal contractors under Section 503 of the Rehabilitation Act, visit the U.S. Department of Labor’s Office of Federal Contract Compliance Programs (OFCCP) website at www.dol.gov/ofccp.

How do you know if you have a disability?

You are considered to have a disability if you have a physical or mental impairment or medical condition that substantially limits a major life activity, or if you have a history or record of such an impairment or medical condition.

Disabilities include, but are not limited to:

Autism
Autoimmune disorder, for example, lupus, fibromyalgia, rheumatoid arthritis, or HIV/AIDS
Blind or low vision
Cancer
Cardiovascular or heart disease
Celiac disease
Cerebral palsy
Deaf or hard of hearing
Depression or anxiety
Diabetes
Epilepsy
Gastrointestinal disorders, for example, Crohn's Disease, or irritable bowel syndrome
Intellectual disability
Missing limbs or partially missing limbs
Nervous system condition for example, migraine headaches, Parkinson’s disease, or Multiple sclerosis (MS)
Psychiatric condition, for example, bipolar disorder, schizophrenia, PTSD, or major depression

Disability Status

PUBLIC BURDEN STATEMENT: According to the Paperwork Reduction Act of 1995 no persons are required to respond to a collection of information unless such collection displays a valid OMB control number. This survey should take about 5 minutes to complete.

Please reach out to our support team via our help center.