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Account Executive



Sales & Business Development
United States
Posted on Wednesday, January 5, 2022

Guideline is looking for an Account Executive to join the Sales team.

What You'll Work On

You will promote Guideline's mission of providing retirement benefit access to all employees through a high volume sales process with small-to-medium sized business (SMB) owners. You will use a consultative approach to educate prospects on 401(k) regulatory requirements and plan options, while also conveying Guideline's value proposition, resulting in informed and well prepared clients.

You will be quota carrying and responsible for managing a sales pipeline, working with prospects from initial qualification all the way through to signing. Additionally, you may contribute to impactful projects to improve our best practice tactics as we continue to grow.

This is an opportunity to develop alongside a growing company. We're looking for someone driven who brings the perfect blend of sales experience and a customer-centric mentality to work each day.

You will report to one of our SMB Sales leaders and manage the following:

  • Work with prospects through a consultative sales approach, ready to review and improve on your process and strategies
  • Manage a pipeline of over 100 leads, ensuring leads are updated throughout the sales cycle
  • Forecast sales activity, revenue targets, quotas and general pipeline management
  • Conduct sales demos by phone and GoogleMeet
  • Monitor and report on your own sales performance
  • Suggest ideas to increase sales and improve client experience

What We're Looking For

  • You've worked with VP, C-levels, or owners within an organization
  • You know how to exceed goals, and create plans when you're off track
  • You have a background in financial services
  • You have experience with CRM (SFDC, Outreach, TalkDesk)
  • You have experience and ideas for generating new leads and pipeline

More About Guideline

Technology is the backbone of what we do. It allows us to automate many 401(k) administrative tasks, integrate with leading payroll providers, and build affordable retirement plans for the smallest businesses.

But our platform is powered by people—engineers, account managers, data analysts, retirement consultants, and many more. Together, we're creating a retirement platform that puts people first and empowers small business owners, their employees and the self-employed to not just retire, but arrive at a secure retirement.

In just a few years of operations, we've grown to 35,000+ clients and over $8 billion in assets under management—and have raised $344M with top-tier investors.

Offer Package

The base salary for this position is $70,000; there is an additional variable, unguaranteed compensation portion that is tied to performance-driven quarterly bonuses.

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
$70,000$70,000 USD