Guideline

About Guideline

Affordable retirement plans for small businesses

🏢 Finance, Financial Services👥 201-500 employees📅 Founded 2015📍 Downtown, Burlingame, CA💰 $339m3.2
FintechB2BHRPersonal financeFinancial ServicesSaaS

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...

Guideline

Operations Associate Entry-Level

GuidelineUnited States - Remote

Posted 6 months ago🏠 RemoteEntry-LevelOperations Associate📍 United States💰 $71,500 - $86,500 / yearly
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Overview

Guideline is hiring an Operations Associate to support operational workflows and enhance client servicing. You'll collaborate with cross-functional teams and contribute to process improvements. This role is ideal for detail-oriented professionals eager to grow in their careers.

Job Description

Who you are

You are a detail-oriented professional eager to contribute to Guideline's mission of making affordable retirement benefits accessible to American workers. You thrive in a collaborative environment and are excited to grow in your career. Your ability to analyze data and improve processes will be key in this role. You enjoy working behind the scenes to ensure a seamless experience for clients and are committed to supporting operational workflows.

What you'll do

As an Operations Associate, you will develop scalable processes to drive efficiency as the business grows. You will collaborate with cross-functional teams to address customer questions and support active operational projects. Your role will involve collecting and refining best practice recommendations, continuously looking for ways to improve processes, internal tools, and external product features. You will investigate errors to determine the cause of client issues and recommend corrective actions. Additionally, you will assist the Operations team in maintaining and updating tools, systems, and standard operating procedures (SOPs), contributing to company-wide projects such as account reconciliation and plan compliance.

What we offer

Guideline offers a supportive team environment where you can thrive and grow in your career. You will have the opportunity to work on meaningful projects that impact the accessibility of retirement benefits for American workers. We encourage you to apply even if your experience doesn't match every requirement, as we value diverse backgrounds and perspectives.

Interested in this role?

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