Introduction
At Guideline, we’re helping Americans save for a better future. Guideline is the only 401(k) provider with a fee-free, full-stack 401(k) offering that automates plan administration and compliance with a platform that directly integrates with many of the most popular payroll providers.
By building transparent and first-of-its-kind software, the Guideline team is combatting what’s unfortunately become the retirement industry status quo -- legacy providers have put profit over the interests of employees, abandoning the goal of the programs in the first place: to give employees the opportunity to save as much as possible for retirement.
With over 3,000 clients and hundreds of millions of dollars in assets under management, in just a couple years of operations, we’re well on our way to making smart retirement planning easy for everyone.
Job Description
Guideline is seeking a Sales Coordinator who will be responsible for supporting the sales stack. This is the perfect opportunity for a recent college graduate to grow alongside a fast-paced startup.
Responsibilities
- Support our growing team to help develop and acquire new business
- Communicate with and learn about Guideline’s prospective clients through phone calls, email, LinkedIn and other online platforms
- Help team members follow up with their daily tasks
- Manage, track, and report activities and results
- Diligently update CRM to stay organized and focused on priority prospects
- Other duties as assigned
Qualifications
- 1-2 years of work experience; SaaS experience a plus
- Experience with CRM software (Base, SalesForce, HubSpot, etc.)
- Results-driven with exemplary phone, listening, and writing skills
- Organized with strong attention to detail
- Adaptable with the ability to pick up new technologies, assess situations quickly, and look for smarter, better ways to achieve goals
- Demonstrated strong verbal and written communication
- Flexible - we’re moving fast, so the ability to constantly adapt to new conditions is a must
- Bachelor’s degree preferred or equivalent field-related experience