Don't See the Perfect Fit for You? We encourage you to apply anyway! Becoming a part of Guideline’s Talent Pool will enable you to : Stand out from the crowd: Help us match your profile by telling us a bit more about yourself. Job subscriptions :Be the first to know about our job openings. We are actively building a pool of skilled professionals for future Revenue-related opportunities. If you are detail-oriented, process-driven, and enjoy supporting business functions to enhance efficiency and effectiveness, we encourage you to apply and be considered for upcoming roles. Be a Part of our Team! Guideline was founded in 2015 with the mission to help everyone arrive at a secure retirement. We are transforming the retirement industry with more transparency, seamless technology integrations, accessibility and affordability. We are a fast-growing technology company looking for exceptionally motivated people who love to see their work’s impact daily, are driven to ensure the company’s success, and want to be a part of the next generation of retirement planning. Key Revenue Roles and Areas of Expertise Account Executive : Present and demonstrate software solutions, highlighting technical features and integration capabilities; gather feedback from clients to contribute to product development and improvement; collaborate with other members of the sales team to develop strategies that address client needs and close deals Sales Development Representative : Identify and engage with potential customers through cold calls and emails to book meetings; qualifying prospects and generate a steady pipeline for our sales team; use Salesforce to track leads and manage sales activities; stay up-to-date with market trends and competitive intelligence Relationship Manager : Proactive at identifying and motivating channel partners; drive channel sales to meet and/or exceed revenue goals Revenue Operations Manager : Analyze and optimize the full sales funnel to increase conversion rates, accelerate the sales cycle, and drive more closed revenue from both inbound and outbound sources; streamline sales workflows and automate repetitive tasks to reduce friction and speed up deal cycles Must haves Excellent communication and presentation skills, with the ability to convey technical information to a non-technical audience Proficiency with cold calling, outbound prospecting, and using tools like LinkedIn Sales Navigator, Apollo, or similar Ability to work independently and as part of a team, managing multiple projects simultaneously A customer-first attitude with a deep desire to solve real business problems Motivation to achieve performance targets on a monthly, quarterly, and annual basis Nice to haves Knowledge or experience in the startup space or fintech market is a plus This is an evergreen job posting; by applying, you are joining our talent pool for current and upcoming opportunities with Guideline. While we review applications on an ongoing basis, please note that you may not hear from us immediately. We will reach out to candidates whose qualifications align with specific opportunities needs as they arise. We appreciate your interest and patience in being considered for exciting opportunities with Guideline in the future. All Guideline job opportunities are managed solely by our Talent Acquisition team. Check for current job listings here . 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. Pursuant to the San Francisco Fair Chance Ordinance, we will consider for employment qualified applicants with arrest and conviction records. Additionally, Guideline participates in the E-Verify program in certain locations, as required by law. Guideline is an equal opportunity employer. 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Qualifications, skills, and all relevant experience needed for this role can be found in the full description below. Why are you being asked to complete this form? We are a federal contractor or subcontractor. The law requires us to provide equal employment opportunity to qualified people with disabilities. We have a goal of having at least 7% of our workers as people with disabilities. The law says we must measure our progress towards this goal. To do this, we must ask applicants and employees if they have a disability or have ever had one. People can become disabled, so we need to ask this question at least every five years. Completing this form is voluntary, and we hope that you will choose to do so. Your answer is confidential. No one who makes hiring decisions will see it. Your decision to complete the form and your answer will not harm you in any way. If you want to learn more about the law or this form, visit the U.S. Department of Labor’s Office of Federal Contract Compliance Programs (OFCCP) website at www.dol.gov/ofccp . How do you know if you have a disability? A disability is a condition that substantially limits one or more of your “major life activities.” If you have or have ever had such a condition, you are a person with a disability. Disabilities include, but are not limited to: Alcohol or other substance use disorder (not currently using drugs illegally) Autoimmune disorder, for example, lupus, fibromyalgia, rheumatoid arthritis, HIV/AIDS Blind or low vision Cancer (past or present) Cardiovascular or heart disease Celiac disease Cerebral palsy Deaf or serious difficulty hearing Diabetes Disfigurement, for example, disfigurement caused by burns, wounds, accidents, or congenital disorders Epilepsy or other seizure disorder Gastrointestinal disorders, for example, Crohn's Disease, irritable bowel syndrome Intellectual or developmental disability Mental health conditions, for example, depression, bipolar disorder, anxiety disorder, schizophrenia, PTSD Missing limbs or partially missing limbs Mobility impairment, benefiting from the use of a wheelchair, scooter, walker, leg brace(s) and/or other supports Nervous system condition, for example, migraine headaches, Parkinson’s disease, multiple sclerosis (MS) Neurodivergence, for example, attention-deficit/hyperactivity disorder (ADHD), autism spectrum disorder, dyslexia, dyspraxia, other learning disabilities Partial or complete paralysis (any cause) Pulmonary or respiratory conditions, for example, tuberculosis, asthma, emphysema Short stature (dwarfism) Traumatic brain injury Disability Status Select... PUBLIC BURDEN STATEMENT: According to the Paperwork Reduction Act of 1995 no persons are required to respond to a collection of information unless such collection displays a valid OMB control number. This survey should take about 5 minutes to complete.

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