
201 - 500 employees
Founded 2015
💼 Consulting
🛡️ Insurance
💸 Finance
💰 $200M Series E - Guideline on 2021-06
Consulting • Insurance • Finance
Guideline is a provider of employer retirement plan services and online platform that delivers automated 401(k) plan administration, recordkeeping, and guided investment portfolios. It offers investment advisory services through Guideline Investments, an SEC-registered adviser, and integrates tightly with payroll systems (notably Gusto) to automate deductions, contributions, compliance, and reporting. The company targets employers with a self-serve SaaS portal and B2B offerings to simplify retirement benefits for small and mid-sized businesses.
🕒 July 7
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201 - 500 employees
Founded 2015
💼 Consulting
🛡️ Insurance
💸 Finance
💰 $200M Series E - Guideline on 2021-06
Consulting • Insurance • Finance
Guideline is a provider of employer retirement plan services and online platform that delivers automated 401(k) plan administration, recordkeeping, and guided investment portfolios. It offers investment advisory services through Guideline Investments, an SEC-registered adviser, and integrates tightly with payroll systems (notably Gusto) to automate deductions, contributions, compliance, and reporting. The company targets employers with a self-serve SaaS portal and B2B offerings to simplify retirement benefits for small and mid-sized businesses.
• Represent Guideline's powerful data solutions to media owners, publishers, platforms, and consulting firms. • Proactively reach out to (and engage) high-value prospects, cultivating a robust pipeline of fresh opportunities. • Navigate diverse sales cycles with finesse, confidently steering intricate negotiations. • Employ MEDDICC and Value-Selling methodologies to forge profound partnerships and enduring relationships. • Embrace a cross-functional approach, demonstrating a keen grasp of the omni-channel advertising landscape, market needs, and the unique value Guideline brings. • Offer precise forecasts and weekly insights, leveraging Salesforce and Gong to manage and enhance your business strategies.
• A proven track record of more than seven years in data, SaaS, or ad tech sales, with a preference for experience selling to publishers and media owners. • Expertise in crafting winning sales strategies for advanced advertising, technology, and data products and services. • An in-depth comprehension of the media, advertising, currency, and measurement markets. • A background in aiding clients to leverage intricate data sets for analytics and business intelligence. • Proficiency in consultative, solution-based sales, consistently surpassing quarterly quotas. • Established contacts within media companies, publishers, or consulting firms. • A skilled negotiator, with strong presentation skills and a track record of sealing deals. • An adept identifier of new business prospects and a builder of dynamic pipelines within Salesforce. • Devoted to addressing clients' pivotal business challenges and needs. • Exceptional communication, organization, and presentation skills. • Advanced proficiency in Excel, Word, PowerPoint, Gong, and Salesforce.
• Medical, Dental, Vision, Health Savings Account, Flexible Spending Account • STD, Life, LTD and AD&D • 401(k) with a company match program • Unlimited Paid Time Off (PTO) • Paid Parental Leave • Commuter Benefits • Employee Recognition Program • Referral Bonus Program
Apply Now🕒 July 7
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