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Senior Operations Associate



United States
Posted on Tuesday, January 23, 2024

The Senior Operations Associate role is a rare opportunity to support our customers behind the scenes to provide a seamless experience and to inspire confidence in the customer journey at Guideline. We’re looking to improve our operations workflows with process improvements, scaling the business with technology and, focusing on eliminating manual work at the root. The 50+ person Operations team includes Corrections, PayrollOps, FinancialOps, ReconOps and Government filings. This role will report to the Operations Manager of our Corrections team and is available as remote in CO, FL, ME, MD, MA, NC, TX, and WA.

What You Will Work On

  • Own day to day ticketing in Salesforce supporting our customers with 401(k) administrative corrections
  • Collaborate on customer questions and active operational projects with cross functional teams
  • Support internal clients and master Guideline's core platform and workflows
  • Investigate errors to identify the cause of client issues and identify corrective actions
  • Assist the Operations team in keeping our tools, systems, and desktop procedures updated
  • Look for ways to improve processes including internal tools and partnering with R&D on product features
  • Support larger department projects such as account reconciliation while partnering with L&C to resolve

What We’re Looking For

  • Driven, has a passion for completing tickets and ensuring we hit all timeliness and quality metrics
  • Self actuating and adaptive, willing to work through problems, self prioritize and escalate as needed
  • Loves improving workflows through business systems including Salesforce, Jira, and Confluence
  • Intermediate knowledge of project management principles
  • Comfortable collaborating and working cross functionally
  • Curious, enjoys getting to the "why" and problem solving
  • Experience with basic data and analytics tools; including BigQuery, Looker, Tableau, and Data Studio
  • Intermediate to advanced Excel skills; including vlookup, index match and pivot tables
  • Thinks about scaling with a proven track record of problem solving with tech-based solutions within R&D teams
  • Experience working third-party payroll providers
  • Bachelor’s degree preferred but not required
  • 3+ years experience in 401(k) plan administration, preferably in compliance or EPCRS corrections required
  • 2+ years strategic program and project management experience required

More About Guideline

Everyone should have a simple, affordable way to save for retirement. At Guideline, our plans are low cost and highly automated. This makes it easy for companies to offer a valuable benefit—and easy for people to invest in their financial future with confidence.

Offer Package

The expected Salary Range for this position is $82000 - $109000 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 CO, FL, MA, MD, ME, 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.


Expected Salary Range
$82,000$109,000 USD