About Guideline
Affordable retirement plans for small businesses
Key Highlights
- Over $8 billion in assets under management
- Serves 40,000+ companies and hundreds of thousands of individuals
- $339 million raised in Series D funding
- Flat monthly fee per participant model
Guideline is a fintech company based in Burlingame, CA, that specializes in affordable retirement plans for small businesses. With over 40,000 companies and hundreds of thousands of individuals relying on its services, Guideline manages more than $8 billion in assets under management. The company ha...
🎁 Benefits
Guideline offers comprehensive benefits including 100% coverage for employee medical, dental, and vision plans, a generous 401(k) match, unlimited vac...
🌟 Culture
Guideline's culture is centered around empowering small businesses by providing accessible retirement solutions. The company values financial security...
Overview
Guideline is hiring a Manager for Client Relationship Management to lead a team focused on providing exceptional support to B2B customers. You'll optimize support processes and oversee team performance. This position is remote and can be located in various states across the Western U.S.
Job Description
Who you are
You have a strong background in client relationship management, with experience leading teams that provide exceptional support to B2B customers. You thrive in a collaborative environment and are driven to ensure customer satisfaction and retention. Your strategic planning skills are complemented by your hands-on execution, allowing you to directly impact the company's reputation as a customer-first organization. You are adept at defining processes, tools, and best practices that optimize support functions and enhance team performance.
You possess excellent communication skills, enabling you to manage escalations and troubleshoot platform issues effectively. Your ability to balance daily operations with long-term strategic goals is key to fostering a high-performing team culture. You are motivated by the opportunity to see the impact of your work on customer satisfaction and the overall success of the company.
What you'll do
As the Manager of Client Relationship Management, you will lead a team of Client Relationship Managers responsible for providing exceptional support to our B2B customers. You will define and optimize processes, tools, and best practices to enhance the support function. Your role will involve overseeing team performance, offering training, and ensuring efficient resolution of customer inquiries through various channels such as email and phone.
You will work closely with cross-functional teams, including Sales, Marketing, and Engineering, to ensure a seamless customer experience. Your leadership will enable the continuation of a collaborative and innovative team culture, where team members feel empowered to contribute to the company's mission of transforming the retirement industry. You will also be responsible for managing escalations and troubleshooting platform issues, ensuring that customer inquiries are addressed promptly and effectively.
What we offer
Guideline offers a competitive salary range of $106,000 to $137,500 USD, along with a remote work environment that allows flexibility in your work location. You will be part of a fast-growing technology company that is committed to helping everyone achieve a secure retirement. Join us in our mission to bring transparency, accessibility, and affordability to the retirement planning industry.
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