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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. Applicants in need of special assistance or accommodation during the interview process can reach out to People Operations.

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.