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...
Relationship Manager • Mid-Level
Overview
Guideline is hiring a Relationship Manager to expand their Payroll sales channels. You'll focus on building relationships and driving new business opportunities in the retirement industry. This role requires strong collaboration and operational excellence.
Job Description
Who you are
You have a proven track record in relationship management, particularly within the Payroll or retirement industry — your experience has equipped you with the skills to identify and create new business opportunities effectively. You possess a builder mindset, demonstrating flexibility in managing relationships and resolving issues while focusing on results. Your ability to balance customer needs with company objectives is a key strength, allowing you to thrive in a fast-paced environment.
You are enthusiastic about the retirement industry and have a deep understanding of its dynamics — this knowledge enables you to serve as the first point of contact for organizations interested in Guideline's offerings. Your strong communication skills allow you to articulate the value of Guideline to potential partners and their development teams. You are results-driven and passionate about making retirement more accessible for everyone.
What you'll do
In this role, you will be responsible for expanding Guideline's Payroll sales channels through top-of-funnel sales motions. You will build and maintain relationships that matter, adapting your approach to different situations while ensuring that both customer satisfaction and company goals are met. You will respond promptly to inbound leads generated from payroll partners, assessing their needs and determining the best fit for Guideline's services.
You will assist in coordinating payroll-focused events, ensuring that Guideline's value proposition is effectively communicated to potential partners. Your role will require strong cross-functional collaboration, working closely with various teams to drive both long-term strategy and tactical execution. As a young company, Guideline offers tremendous upward mobility, and your contributions will have a direct impact on the business.
What we offer
Guideline is committed to creating a supportive and inclusive work environment. As a remote position, you will have the flexibility to work from anywhere in the United States, with opportunities for professional growth and development. You will be part of a team that values collaboration and innovation, and your efforts will play a crucial role in shaping the future of retirement accessibility.
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