398 jobs found

Responsibilities Prospect daily for new logo business and also within the assigned install base accounts. Assist in establishing effective sales strategies and tactics that result in new business generation and expanding current business within assigned territory. Schedule and complete weekly activities which include cold calling, phone prospecting and face-to-face meetings. Document daily activity in SalesForce to track performance. Update sales business plans on a monthly basis to optimize sales results. Work closely with other departments and support staff to assist with coordination of RFPs, demos, legal contracts, implementation of software and ensure client satisfaction. Achieve annual sales targets and average monthly revenue quotas on a consistent basis. Qualifications 5+ years of experience selling enterprise, finance/accounting and/or SaaS solutions People-oriented professional with strong relationship building skills and a proven track record of growing a territory Ability to be a knowledgeable adviser to clients and prospects with a well-developed consultative selling style Proven history of meeting quota consistently Excellent verbal and written communication skills Demonstrated success in understanding the Value-Based sales cycle (Discovery to Close) Strong negotiation skills Must be able to travel up to 50% of the time Adhere to the highest standards of integrity and professionalism Preferred A strong background in selling into the CFO’s organization and Accounting/Finance departments Experience selling SaaS software to large corporations Bachelor’s degree

This Christmas a huge Houses for sale in Markham at very minimum cost. Sold by anil helping to buying and selling the houses in near areas. For knowing more details get to touch with the firm. Address: Brokerage #88–7393 Markham Road, Markham, ON L3S0B5 Contact No: 6478923198

EXANTE is a next-generation investment company and our products are used worldwide. We service customers and operate globally from 10+ offices in Europe and Asia. Our company continues to grow in numbers and coverage year by year. Now we are expanding in many regions and we are searching for sales talents with prior background in the financial services industry.   Join our team as a Senior Sales Manager! The job of Senior Sales Manager consists of actively selling and promoting our products to clients, acquiring new clients and managing relationships with them.   We pay extra for quick results! Get a client fund his EXANTE account within a month, pass probation instantly and receive exceptional rewards!   Key tasks: Actively sell our products and focus on achieving net sales targets across the region; Attract new clients and develop relationships with them; Manage your clients’ portfolios in the most efficient way; Maintain consistent sales performance across the year.   Qualifications and experience: Good command of spoken English; Knowledge and understanding of the securities market; 5 years+ experience in banking / financial / fintech industry; 5 years+ experience in sales / customer acquisition; Strong track record as highly performing sales individual; Excellent communication and negotiation skills. The presence of contacts / acquaintances among HNWI is an advantage. Join EXANTE to: become a part of a leading global fintech company get immense performance-based bonuses work flexible hours from a flexible location get free lunch and snacks at the office gain extra medical insurance after the probation period boost your career Click "APPLY NOW" and choose your region! Learn more about the EXANTE trading platform and financial solutions

EXANTE is a next-generation investment company and our products are used worldwide. We service customers and operate globally from 10+ offices in Europe and Asia. Our company continues to grow in numbers and coverage year by year. Now we are expanding in many regions and we are searching for sales talents with prior background in the financial services industry.   Join our team as a Sales Manager! Sales Manager is in charge of acquiring clients and managing relationships with them.   Key tasks: Actively sell our products and focus on achieving net sales targets across the region; Attract new clients; Manage your clients’ portfolios; Maintain consistent sales performance across the year.   Qualifications and experience: Good command of spoken English Knowledge and understanding of the securities market 2 years+ experience in banking / financial / fintech industry; 2 years+ experience in sales / customer acquisition. The presence of contacts / acquaintances among HNWI is an advantage   Join EXANTE to: become a part of a leading global fintech company get performance-based bonuses work flexible hours from a flexible location get free lunch and snacks at the office gain extra medical insurance after the probation period boost your career Click "APPLY NOW" and choose your region! Learn more about the EXANTE trading platform and financial solutions

Job Description We are looking for an Account Manager for an e-wallet payments product. As an Account Manager, you will have to use your analytical and communication skills by providing personalized professional advice on different payment options to our top clients from different industries including travel, e-learning, dating, and SaaS sites. You will become an expert in payment options from all over the world and will use this expertise with clients to help them increase revenue and improve their monetization strategy. Candidates must that have a commercial and entrepreneurial mindset with an analytical background, and must have interest in the Tech and Payments industry. About FasterPay FasterPay is a global e-wallet solution that helps businesses expand globally and allows users to store and manage funds digitally. It handles Customer to Business payments with world-class user support and a checkout experience optimized for the highest conversions. Users can register with a FasterPay account to purchase goods and services from merchants online, and manage their personal finances via FasterPay’s User Area, which is easily accessible both on desktop and mobile. What you'll do: Serve as the merchants' main point of contact, provide merchants with positive client experience by properly managing all communication with merchants and resolving their issues in a timely manner; Grow the merchant’s business with FasterPay through revenue management and continuously seeking and pitching opportunities to increase their processing and conversion; Have a deep knowledge in all aspects of FasterPay and its associated products and services and up-sell these to merchants; Expand the relationships with existing customers by continuously proposing solutions that meet their objectives, needs and requirements; Maximize merchants' potential for revenue by recommending improvements in their payment options and/or payment flow; Establish rapport and good relationship with the merchants to maintain positive working relationships and ensure merchant satisfaction and retention. What you'll need to be: Customer-focused and able to find fulfilment in helping your merchants grow their business Ability to have serious conversations around technical subjects Detail oriented and be able to prioritize tasks to fit deadlines Sales and results driven Able to work with cross-functional and had an experience working in a diverse team Confident, fun, friendly and most importantly business savvy in understanding different business models and business needs What you'll need to have: Bachelor's Degree At least a year of experience in business to business (B2B) account management, client services, or relationship management Experience in the payments or IT industry is a plus Have excellent multicultural competencies Job Types: Full-time, Commission Salary: £20,000.00 to £26,000.00 /year + Commissions

We are looking for a Sales Executive for an e-wallet payments product. For this role, you will work in an exciting and fast growing industry at a time when many verticals in payments are being disrupted and transformed. FasterPay's unique payment products are designed to service the needs of many merchants in different verticals, making this an unlimited opportunity for you. About FasterPay FasterPay is a global e-wallet solution that helps businesses expand globally and allows users to store and manage funds digitally. It handles Customer to Business payments with world-class user support and a checkout experience optimized for the highest conversions. Users can register with a FasterPay account to purchase goods and services from merchants online, and manage their personal finances via FasterPay’s User Area, which is easily accessible both on desktop and mobile. What you'll do: Learn about the industry and how FasterPay provides a competitive solution for your potential customers. Source potential leads or utilize lead lists provided to you by the team. Attend conferences to source more leads, schedule meetings, and have face-to-face meetings. Fly and meet customers in person to sell them FasterPay solutions. Do your homework, explore the pain points of customers on calls, understand their needs, and propose solutions in a "high value" and "consultative sales" style. What you need to be: Someone with natural propensity for business and entrepreneurship Ambitious and willing to take on projects that may even be outside this job description to help the company grow Looking to work hard and see the opportunity to be beyond that of a 9-to-5 job Passionate for innovation and loves startup culture and community they are located in What you need to have: University Bachelor's degree or above is required One to three years of Business Development experience. Experience in the payments or online technology industry highly preferred. Excellent presentation and communication skills through different medium Can easily grasp technical details especially involving the financial and digital space. Strong sense of work ethic and business etiquette. Have excellent intercultural competencies and experience working in diverse teams. Job Type: Full-time Salary: £24,000.00 to £36,000.00 /year + Commissions

About the Role: As a key member of LenddoEFL's growing sales team your primary goal is revenue generation through prospecting, presenting LenddoEFL and its services to prospects and closing commercial agreements.   Primary Responsibilities: Facilitate transition of new clients to project delivery team Maintain high level relationship with clients and up sell other LenddoEFL services. Assist in building the LenddoEFL brand. Provide market research feedback to the product teams Lead generation– reach out and secure introductions to decision makers at leading target financial institutions within assigned region Sales and negotiation– pitch and evangelize LenddoEFL’s tools to risk, business and analytics team within lending institutions. Navigate complex institutions’ decision-making processes and sales cycles. Manage all aspects of the closing process, including price negotiation and legal/compliance reviews. Develop the sales pipeline through outbound initiatives and respond to inbound inquiries and referrals. Implementation planning– deeply understand prospects’ business and develop compelling implementation strategies and corresponding value propositions that maximize the impact of LenddoEFL’s tools. Successfully transition closed deals to client servicing team. Renewals and upsell – partner with LenddoEFL’s executive and Account Management teams to secure on-going renewals. Marketing Brand building – partner with Marketing to build awareness of LenddoEFL across target market through soliciting invitations to conferences and securing press coverage. Know the product and explain LenddoEFL advantages in casual conversations, industry events, blogs, speaking opportunities and social media. Sales materials – partner with Marketing to develop regional specific sales materials and proposals. Be able to explain complex concepts to multiple, varied constituencies. Package insights into a compelling story.   Required Qualifications: 5+ years of sales or management consulting experience, with a history of overachieving targets, preferably in new business acquisition into financial institutions. Regional Travel 50% of the time BA/BS or equivalent, preferably with an MBA from a leading business school. Proficiency in English verbal and written communication skills is a must. Bright, dynamic, and proven ability to work independently  

About the Role: As a key member of LenddoEFL's growing sales team your primary goal is revenue generation through prospecting, presenting LenddoEFL and its services to prospects and closing commercial agreements.   Primary Responsibilities: Facilitate transition of new clients to project delivery team Maintain high level relationship with clients and up sell other LenddoEFL services. Assist in building the LenddoEFL brand. Provide market research feedback to the product teams Lead generation– reach out and secure introductions to decision makers at leading target financial institutions within assigned region Sales and negotiation– pitch and evangelize LenddoEFL’s tools to risk, business and analytics team within lending institutions. Navigate complex institutions’ decision-making processes and sales cycles. Manage all aspects of the closing process, including price negotiation and legal/compliance reviews. Develop the sales pipeline through outbound initiatives and respond to inbound inquiries and referrals. Implementation planning– deeply understand prospects’ business and develop compelling implementation strategies and corresponding value propositions that maximize the impact of LenddoEFL’s tools. Successfully transition closed deals to client servicing team. Renewals and upsell – partner with LenddoEFL’s executive and Account Management teams to secure on-going renewals. Marketing Brand building – partner with Marketing to build awareness of LenddoEFL across target market through soliciting invitations to conferences and securing press coverage. Know the product and explain LenddoEFL advantages in casual conversations, industry events, blogs, speaking opportunities and social media. Sales materials – partner with Marketing to develop regional specific sales materials and proposals. Be able to explain complex concepts to multiple, varied constituencies. Package insights into a compelling story.   Required Qualifications: 5+ years of sales or management consulting experience, with a history of overachieving targets, preferably in new business acquisition into financial institutions. Regional Travel 50% of the time BA/BS or equivalent, preferably with an MBA from a leading business school. Proficiency in English verbal and written communication skills is a must. Bright, dynamic, and proven ability to work independently

Description   This person must have experience in consultative sales and must understand various call center sales techniques, CRM systems and should have proven experience building sales related training.  By joining SoFi, you're joining a new kind of finance company based around speed, transparency, and alignment with our members’ interests. Our goal is to be the center of our members’ financial lives. We created student loan refinancing, addressing the biggest financial challenge this new generation has through a new approach to lending. We expanded into other types of loans, and then into insurance and wealth management with similarly inventive products. As the company has grown, we’ve been able to help more people with these tools.  Requirements:   • Knowledge of effective consultative sales approaches and resources to train these skills.  • Strong knowledge adult learning principles, methods, and techniques.  • Problem solving and organizational skills.  • High degree of flexibility and ability to effectively prioritize and complete multiple tasks.  • Ability to work independently and in a collaborative team environment.  • Effectively communicates with multiple levels of leadership.  • Excellent presentation and public speaking skills.  • Proficiency in Microsoft Office.  • Professional demeanor and attitude.  • Must be willing to travel for weeks at a time.  Essential Functions & Responsibilities   • Facilitate training to ensure consistent and complete understanding of the programs.  • Planning, coordinating and conducting training for new and existing personnel.  • Assess and monitor the progress of learners during training.  • Coach and develop learners for improvement and retention.  • Identify performance gaps, root cause, and provide solutions to training peers.  • Research and answer inquiries from learners to improve knowledge and understating.  • Assist in the evaluation of the effectiveness of training based on learner feedback.  • Attend weekly conference calls, workgroups and other meetings.  • Other duties, as assigned.  Supervisory Responsibility   The trainer role is responsible for classroom time and is considered the leader in the organization at that time. New hires will report to the trainer and payroll will be approved through the training function for the duration of training.  Work Environment  This job operates in a professional office environment. This role routinely uses standard office equipment.  Physical Demands   The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job.  While performing the duties of this job, the employee is regularly required to talk or hear. The employee frequently is required to sit; stand; walk; use hands to finger, handle or feel; and reach with hands and arms. The employee must frequently lift and/or move up to 10 pounds and occasionally lift and/or move up to 25 pounds. Specific vision abilities required by this job include close vision, distance vision, color vision, peripheral vision, depth perception and ability to adjust focus.  Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.  Position Type/Expected Hours of Work  This is a full-time position and hours of work and days are Monday through Friday, 8:00 a.m. to 5 p.m. Occasional evening and weekend work may be required as job duties demand.  EEO Statement  SoFi provides equal employment opportunities (EEO) to all employees and applicants for employment without regard to race, color, religion, sex, national origin, age, disability or genetics. In addition to federal law requirements, SoFi complies with applicable state and local laws governing nondiscrimination in employment in every location in which the company has facilities. This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation and training.  SoFi expressly prohibits any form of workplace harassment based on race, color, religion, gender, sexual orientation, gender identity or expression, national origin, age, genetic information, disability, or veteran status. Improper interference with the ability of SoFi’s employees to perform their job duties may result in discipline up to and including discharge.  Other Duties  Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee for this job. Duties, responsibilities and activities may change at any time with or without notice.

Description   About the Role Employee will make judgmental lending decisions to approve applications and credit line modification requests while identifying and minimizing potential credit and fraud losses. The role requires the candidate to provide quality service to all customers both internal and external via inbound and outbound phone calls, email and chat. We are looking for a creative and dedicated individual who will fit our innovative, transparent, collaborative culture. Our ideal candidate is structured, but flexible, and applies credit policy in a uniform manner to yield consistent results. If you enjoy working with other professionals who believe in creating innovative solutions to problems, we encourage you to apply. By joining SoFi, you're joining a new kind of finance company based around speed, transparency, and alignment with our members’ interests. Our goal is to be the center of our members’ financial lives. We created student loan refinancing, addressing the biggest financial challenge this new generation has through a new approach to lending. We expanded into other types of loans, and then into insurance and wealth management with similarly inventive products. As the company has grown, we’ve been able to help more people with these tools. SoFi is a new kind of finance company taking a radical approach to lending, wealth management and insurance. From unprecedented products and tools to faster service and open conversations, we’re all about helping our members get ahead and find success. Whether they’re looking to buy a home, save money on student loans, ascend in their careers, or invest in the future, the SoFi community works to empower our members to accomplish the goals they set and achieve financial greatness as a result. Having raised nearly $2 billion in funding since 2011 and boasting over 500,000 members and 1,500 employees, SoFi’s future is bright. Responsibilities Responsible for judgmentally decisioning new consumer loan applications and credit line modifications requests using SoFi’s lending philosophy and applying our credit policy Assess credit/fraud risk on each application Analyze, process and review consumer credit applications to determine creditworthiness Render credit decisions based on various financial metrics and scores like FICO, debt-to-income ratios, credit reports, employment, ability to pay, income, payment to income ratios and capacity of applicant(s) Make outbound calls as necessary to develop credit and risk profile, ascertain additional information and to facilitate final disposition of applications Process inbound calls from Members and/or other SoFi associates Consistently meet performance standards set by the department Contribute ideas and recommendations for process improvements to the department or SoFi. Identify trends/issues on a daily basis and bring to the attention of the management staff Participate in side by sides with newly hired colleagues Skills Formal credit training and education with; 3-5+ years of credit underwriting experience within consumer loan products Preferred Qualifications/Skills College level education Prior judgmental lending experience in unsecured consumer products Knowledge of MS Office applications Excellent oral communication skills (grammar, positive tone, active listening, etiquette, empathy, confidence) Excellent written skills (spelling, logical thought processes and sentence construction, appropriate word choice) Extremely customer-focused; positive, professional attitude Intelligent, self-motivated, quick learner and detail oriented Strong PC skills Very good organization and work prioritization skills Ability to work independently as well as collaboratively Benefits Lunch on Sofi daily, a fully stocked kitchen, and subsidized gym membership. Competitive salary packages and bonuses. A flexible vacation policy allows you to truly relax and reboot.  Comprehensive health, vision, dental, and life insurance as well as disability benefits. 100% of health, vision, and dental premiums paid by SoFi for employees and their dependents.  401(k) and education on retirement planning. 
 Tuition reimbursement on approved programs, up to $5,250 a year.

Description   About the Role SoFi is hiring an experienced credit analyst to join our operations department. The successful candidate will be responsible for various judgmental lending functions including: application processing for consumer loan products, decisions on qualifying loan/commitment amounts, loan structuring, high risk account management functions, and interacting with Members via the phone as it relates to credit underwriting decisions and adverse action. They will make judgmental lending decisions to approve applications and credit line modification requests while identifying and minimizing potential credit and fraud losses. The role requires the candidate to provide quality service to all customers both internal and external via inbound and outbound phone calls, email and chat. We are looking for a creative and dedicated individual who will fit our innovative, transparent, collaborative culture. Our ideal candidate is structured, but flexible, and applies credit policy in a uniform manner to yield consistent results. If you enjoy working with other professionals who believe in creating innovative solutions to problems, we encourage you to apply. By joining SoFi, you're joining a new kind of finance company based around speed, transparency, and alignment with our members’ interests. Our goal is to be the center of our members’ financial lives. We created student loan refinancing, addressing the biggest financial challenge this new generation has through a new approach to lending. We expanded into other types of loans, and then into insurance and wealth management with similarly inventive products. As the company has grown, we’ve been able to help more people with these tools. SoFi is a new kind of finance company taking a radical approach to lending, wealth management and insurance. From unprecedented products and tools to faster service and open conversations, we’re all about helping our members get ahead and find success. Whether they’re looking to buy a home, save money on student loans, ascend in their careers, or invest in the future, the SoFi community works to empower our members to accomplish the goals they set and achieve financial greatness as a result. Having raised nearly $2 billion in funding since 2011 and boasting over 500,000 members and 1,500 employees, SoFi’s future is bright. Responsibilities Responsible for judgmentally decisioning new consumer loan applications and credit line modifications requests using SoFi’s lending philosophy and applying our credit policy Assess credit/fraud risk on each application Analyze, process and review consumer credit applications to determine creditworthiness Render credit decisions based on various financial metrics and scores like FICO, debt-to-income ratios, credit reports, employment, ability to pay, income, payment to income ratios and capacity of applicant(s) Make outbound calls as necessary to develop credit and risk profile, ascertain additional information and to facilitate final disposition of applications Process inbound calls from Members and/or other SoFi associates Consistently meet performance standards set by the department Contribute ideas and recommendations for process improvements to the department or SoFi. Identify trends/issues on a daily basis and bring to the attention of the management staff Participate in side by sides with newly hired colleagues Skills Formal credit training and education with; 3-5+ years of credit underwriting experience within consumer loan products Preferred Qualifications/Skills College level education Prior judgmental lending experience in unsecured consumer products Knowledge of MS Office applications Excellent oral communication skills (grammar, positive tone, active listening, etiquette, empathy, confidence) Excellent written skills (spelling, logical thought processes and sentence construction, appropriate word choice) Extremely customer-focused; positive, professional attitude Intelligent, self-motivated, quick learner and detail oriented Strong PC skills Very good organization and work prioritization skills Ability to work independently as well as collaboratively Benefits Lunch on Sofi daily, a fully stocked kitchen, and subsidized gym membership. Competitive salary packages and bonuses. A flexible vacation policy allows you to truly relax and reboot.  Comprehensive health, vision, dental, and life insurance as well as disability benefits. 100% of health, vision, and dental premiums paid by SoFi for employees and their dependents.  401(k) and education on retirement planning.  Tuition reimbursement on approved programs, up to $5,250 a year.

Robinhood is changing the way America invests. We believe our financial system should work for everyone and not just a few. We offer commission-free trading for stocks, ETFs, options, and cryptocurrencies—all in one, user-friendly platform. Since our public launch in 2015, we’ve enabled millions of people to participate in the markets, cementing us as the fastest-growing brokerage ever. About the Role: Robinhood is seeking a leader for its New Accounts team. You’ll be responsible for supervising our account analyst team, opening new accounts, and performing general account maintenance duties. You’ll be responsible for ensuring service levels are met and for maintaining our processes and guidelines for opening new accounts. This is a unique opportunity to pilot one of the most important and efficient pillars of Robinhood’s business. As our New Accounts Specialist you will: Lead a team responsible for reviewing new accounts Approve new accounts Activate and deactivate accounts Analyze metrics to ensure we’re hitting key benchmarks Ensure our training programs remain effective Keep documentation up to date with new account opening procedures Adhere to regulatory requirements Some things we consider critical to being our New Accounts Specialist: Bachelor’s Degree or equivalent work experience 2+ years working in a brokerage operation Series 7 & 24 or ability to attain within 3 months Excellent interpersonal skills Self-starter with the ability to work independently Ability to adapt to a changing environment

As a Sales Director at Enigma, you'll be responsible for driving the strategy for identifying, cultivating, and forging new client relationships with the world’s preeminent companies and organizations. In this dynamic role, you will be opening up strategic dialogues with Fortune 500 executives and leading hedge funds around their key business priorities, particularly as they pertain to data, and working closely with their executives as a trusted advisor to identify how Enigma’s unique data and technology can address their pressing challenges and deliver value. Ultimately your success will be measured by your ability to close large and complex enterprise deals with some of the most preeminent organizations in the world, adding to the stable of Fortune 500 companies and leading hedge funds Enigma already counts among our clients. About you:  You believe in the transformative power of data and are excited by its potential to drive impactful change. You embrace responsibility: the bucks stops with you. You love sales and have a track record of performance. You are consultative in your commercial approach. You are entrepreneurial, resourceful, and self-motivated, able to execute autonomously and at a high-level without directions and resources being served up on a silver platter. You have top­-notch business sense and communications skills such that you are highly credible with senior executives at large organizations. You are adept at putting yourself in the shoes of the buyer and the end­-user, and understand how to execute on proposal development, negotiation strategy, and deal economics. You have extremely high attention to detail and project management skills. You are a great listener, communicator and teammate. You are high energy and take pride in your craft. The role:  You will become asked to become a domain expert in areas ranging from alternative data use in quantitative investing to pharmaceutical safety. You will resourcefully network and forge relationships with industry leaders, building Enigma’s reputation, developing smart proposals that get to the heart of value delivery, designing detailed client engagement programs, leading complex negotiations, and closing millions of dollars in large enterprise sales, building true partnerships with our clients. You will also work closely with our product team to continually identify new problems Enigma can solve in a world­-class manner. You will play a critical role in helping Enigma grow into the leading data technology company. The ideal candidate: Bachelor’s degree, advanced technical degree or MBA is a plus 7+ years work experience, with past success in sales or business development, ideally in startup or growth-stage companies Prior experience closing large (high six and seven-figures) and complex sales or strategic partnerships, ideally with Fortune 1000 companies Strong understanding of and passion for how enterprises can use data to operate more intelligently and efficiently, with significant technical acumen Experience selling complex products / enterprise software Experience with the data operations of companies in financial services, life sciences, manufacturing, insurance and hedge funds a major plus Strong written and verbal communication skills Self­-starter with ability to multi­task and manage time effectively under tight deadlines True entrepreneurial mindset with the ability to operate successfully in a growth­ company environment Significant experience working directly with C­-level executives Generosity, curiosity and hustle (our values) Our Story: Enigma is a rapidly growing enterprise technology company based in the Flatiron neighborhood of New York City. We are Series B funded, partnering with some of the best investors in the world: New Enterprise Associates, Two Sigma Ventures, Comcast Ventures, Crosslink Capital, American Express Ventures, and others. Founded in 2012, Enigma was started based on the realization that there was tremendous potential in using public data to understand how the world works, but that it was untapped because the data is highly fragmented and disconnected. Enigma set out to change that by building and organizing one of the largest collections of public data in the world, and our big coming out party was winning TechCrunch Disrupts Battlefield in 2013. Our vision has remained steadfast, we want to empower people to interpret, and improve, the world around them. However, we have expanded our ability to realize this vision by combining our massive public data repository with an ecosystem of software and tools designed to link, resolve, enhance and apply data to help global-scale companies take on some of their hardest problems, ranging from preventing money laundering to ensuring patient safety.

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 Customer Success Manager to join its growing Customer Success Team. This individual will be responsible for developing and maintaining client relationships, serving as the go-to person for clients after onboarding, ensuring they get the most our product has to offer. We are seeking a natural client advocate who will go to great lengths to provide clients with nothing short of a positive experience. This is a perfect opportunity for someone who loves to build relationships.    Responsibilities Act as the primary point of contact for our clients Own the client experience after the point of onboarding, ensuring our clients are supported and satisfied  Drive product value by introducing new features and products to our clients Execute routine analyses for onboarded plans to ensure plan client success Manage 401(k) plan design changes and upgrades for Guideline clients  Advocate for client product features; provide user feedback for new product features Collaborate cross functionally with sales, engineering, operations, and our in-house financial planners in order to troubleshoot and help clients   Qualifications 3+ years experience in project management, account management, customer care, or Fintech Results-driven with exemplary phone, listening, and writing skills Experience with customer support platforms and CRMs (Zendesk, Desk.com, Salesforce) 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 Demonstrated strong verbal and written communication skills Flexible - we’re moving fast, so the ability to constantly adapt to new conditions is a must Enthusiastic and high energy, but also poised, confident and extremely professional CRPS a plus Bachelor’s degree preferred or equivalent field-related experience Ability to pass background and credit check for employment   As a full-time employee at Guideline, you’ll enjoy:  An industry-competitive salary  Full health benefits, with 100% premium coverage for health, vision, and dental  The freedom to take time when you need it, with an unlimited vacation policy  Generous paid maternity/paternity leave policies as well as short and long-term disability benefits  An employer-matched Guideline 401(k)  Daily catered lunch, in addition to more snacks, coffee, and beverages than you could ever consume  Computer and monitor setup of your choosing  A spacious office in San Mateo, steps away from the Caltrain station, that happens to have an on-site beer garden, two Bocce Ball courts, and is conveniently across the street from Blue Bottle and Tin Cup The opportunity to work coast to coast: in addition to our HQ in San Mateo, we have a centrally-located office in Portland, Maine

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 We’re looking to grow our Customer Success team. This is the perfect opportunity for someone who loves to troubleshoot and assist others with finding the best solution. You may not know what the answer is, but you are determined and will stop at nothing to get to the bottom of things! You are highly organized and know nothing but Inbox Zero in Gmail. Most of all, you’re a people person, and thrive in helping others and building relationships! Responsibilities: • Own the customer experience once the deal is signed, ensuring that our customers are supported and satisfied  • Be the frontline, oftentimes the first interaction a participant has with Guideline  • Act as the voice of our customers - identify trends and gaps based on communication and feedback from customers  • Support customers with multiple channels, including: email, live chat, and phone  • Be the go-to person once plan has signed up - handling any questions and educating clients and participants as needed  • Collaborate interdepartmentally with sales, engineering, operations, and our in-house financial planners in order to troubleshoot and help customers Desired Skills and Experience: • BA/BS degree  • 1-2 years experience in customer care or success  • Experience with customer support platforms and CRMs (Zendesk, Desk.com, Salesforce)  • Excellent verbal and written communication  • Highly proficient with Google Apps and macOS  • Naturally empathetic individual who genuinely loves helping people  • Benefits and/or 401(k) experience a plus  • Multi-tasking and organization are innate skills • Ability to pass background and credit check for employment

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 We’re looking to grow our Customer Success team. This is the perfect opportunity for someone who loves to troubleshoot and assist others with finding the best solution. You may not know what the answer is, but you are determined and will stop at nothing to get to the bottom of things! You are highly organized and know nothing but Inbox Zero in Gmail. Most of all, you’re a people person, and thrive in helping others and building relationships! Responsibilities • Own the customer experience once the deal is signed, ensuring that our customers are supported and satisfied  • Be the frontline, oftentimes the first interaction a participant has with Guideline  • Act as the voice of our customers - identify trends and gaps based on communication and feedback from customers  • Support customers with multiple channels, including: email, live chat, and phone  • Be the go-to person once plan has signed up - handling any questions and educating clients and participants as needed  • Collaborate interdepartmentally with sales, engineering, operations, and our in-house financial planners in order to troubleshoot and help customers Desired Skills and Experience • BA/BS degree  • 1-2 years experience in customer care or success  • Experience with customer support platforms and CRMs (Zendesk, Desk.com, Salesforce)  • Excellent verbal and written communication  • Highly proficient with Google Apps and macOS  • Naturally empathetic individual who genuinely loves helping people  • Benefits and/or 401(k) experience a plus  • Multi-tasking and organization are innate skills • Ability to pass background and credit check for employment

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 Customer Success Business Analyst to join its growing Customer Success Team. In this role, you will be responsible for the implementation and continual optimization of the Customer Success team’s technical infrastructure and associated processes.  This role is highly collaborative and impactful, working cross functionally with key stakeholders and teams across the organization to directly impact top level business metrics and KPIs.   Responsibilities Implement and provide ongoing support for the Customer Success team's tools and platforms Collaborate with team SMEs to update and maintain team SOPs and workflows Monitor and streamline our customer feedback loop (NPS and CSAT) Collaborate cross functionally with product, operations, compliance, engineering, sales and our CFPs in order to identify areas for improvement of the customer experience Perform in depth reviews of customer trends and building out reporting for interdepartmental transparency Execute routine analyses for onboarded plans to ensure the Customer Success team is supported to achieve client success Report CS team metrics on a regular cadence Qualifications 3+ years experience in project management, customer support, customer success Experience administering customer support platforms and CRMs (Zendesk, Desk.com, Salesforce) Adaptable, with the ability to pick up new technologies Creative, with analytical problem-solving skills 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) Experience with SFDC, Looker a plus Ability to pass background and credit check for employment   As a full-time employee at Guideline, you’ll enjoy:  An industry-competitive salary  Full health benefits, with 100% premium coverage for health, vision, and dental  The freedom to take time when you need it, with an unlimited vacation policy  Generous paid maternity/paternity leave policies as well as short and long-term disability benefits  An employer-matched Guideline 401(k)  Daily catered lunch, in addition to more snacks, coffee, and beverages than you could ever consume  Computer and monitor setup of your choosing  A spacious office in San Mateo, steps away from the Caltrain station, that happens to have an on-site beer garden, two Bocce Ball courts, and is conveniently across the street from Blue Bottle and Tin Cup The opportunity to work coast to coast: in addition to our HQ in San Mateo, we have a centrally-located office in Portland, Maine

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

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 We’re looking for highly motivated individuals who have that perfect blend of sales drive coupled with a customer-service mentality that will help us gain loyal, happy clients. Our ideal candidate is an organized and focused full-lifecycle sales professional who has a verifiable track record of success in achieving new-business quota, while retaining a current book of business. The right person will have a natural ability to build rapport and trust quickly with prospective clients and clearly convey the value proposition of a Guideline 401(k). Responsibilities Execute a hybrid inside and outside sales model, where you’ll establish and develop a strategy for selling directly to targeted key accounts and new prospects  Maintain and grow prospective client base with out of the box sales techniques  Forecast sales activity and revenue achievement while creating satisfied and referenceable customers  Develop sales strategies/models and evaluate their effectiveness  Generate leads, identify needs and pain points, and conduct sales via phone, web demos, and in person East Coast hours may be required Qualifications 2-5 years of quota carrying SaaS sales and account management experience (at a tech startup or financial services firm is a plus)  Consistent earnings over-achievement in past sales roles Experience selling to multiple personas at VP and C-levels Strong understanding of full life cycle sales from lead generation to deal closing as well as customer service best practices  Experience with a CRM (Base, SalesForce, HubSpot)  Proficient with productivity and web presentation tools  Solid interpersonal skills  Demonstrated strong verbal and written communication  Bachelor’s degree preferred or equivalent field related experience Ability to pass background and credit check for employment   Classification Exempt

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 We’re looking for highly motivated individuals who have that perfect blend of sales drive coupled with a customer-service mentality that will help us gain loyal, happy clients. Our ideal candidate is an organized and focused full-lifecycle sales professional who has a verifiable track record of success in achieving new-business quota, while retaining a current book of business. The right person will have a natural ability to build rapport and trust quickly with prospective clients and clearly convey the value proposition of a Guideline 401(k). Responsibilities Execute a hybrid inside and outside sales model, where you’ll establish and develop a strategy for selling directly to targeted key accounts and new prospects  Maintain and grow prospective client base with out of the box sales techniques  Forecast sales activity and revenue achievement while creating satisfied and referenceable customers  Develop sales strategies/models and evaluate their effectiveness  Generate leads, identify needs and pain points, and conduct sales via phone, web demos, and in person East Coast hours may be required Qualifications 2-5 years of quota carrying SaaS sales and account management experience (at a tech startup or financial services firm is a plus)  Consistent earnings over-achievement in past sales roles Experience selling to multiple personas at VP and C-levels Strong understanding of full life cycle sales from lead generation to deal closing as well as customer service best practices  Experience with a CRM (Base, SalesForce, HubSpot)  Proficient with productivity and web presentation tools  Solid interpersonal skills  Demonstrated strong verbal and written communication  Bachelor’s degree preferred or equivalent field related experience Ability to pass background and credit check for employment   Classification Exempt