Sales Coordinator

  • Guideline
  • San Mateo, CA, USA
  • Sep 13, 2018
Full time Sales

Job Description

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. 
  • 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
  • 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