Introduction At Guideline, were 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 whats 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, were 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 Guidelines 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 - were moving fast, so the ability to constantly adapt to new conditions is a must Bachelors degree preferred or equivalent field-related experience