
201 - 500 employees
Founded 2015
💸 Finance
☁️ SaaS
🤝 B2B
💰 $200M Series E - Guideline on 2021-06
Finance • SaaS • B2B
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.
🕒 May 1
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201 - 500 employees
Founded 2015
💸 Finance
☁️ SaaS
🤝 B2B
💰 $200M Series E - Guideline on 2021-06
Finance • SaaS • B2B
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.
• Articulate the value of both our media planning management and data plus insights solutions to agencies and brands, tailoring your message to each prospect’s specific needs. • Prospect into accounts that may or may not have prior experience with our offerings. Be creative and persistent in finding new paths to revenue. • Build and manage a robust pipeline of inbound and self-sourced leads, nurturing relationships and advancing potential buyers through each stage with discipline and rigor. • Educate and guide prospects through the buyer’s journey, demonstrating how our solutions can fuel their business growth. • Analyze prospects’ business goals and challenges to determine strategic fit and prioritize your time on the highest-impact opportunities. • Close new business and existing customer upsell deals, consistently meeting or exceeding quota targets. • Work closely with marketing, technology, and sales development teams to execute the sales strategy, keeping pace with a fast cadence of product enhancements and new releases. • Build strong partnerships with sales development representatives to collectively develop pipeline opportunities. • Bring unique perspectives, strategies, and ideas that contribute to our culture and future vision.
• 8 to 10 years of full-cycle SaaS sales experience with deep knowledge of media planning and the advertising ecosystem. • You are a hard worker with a relentless drive to build pipeline, find opportunities, and close business. • You follow a repeatable, structured sales process with strong attention to detail at every stage, from prospecting through contract close. • You lead with the customer’s business challenges. You listen, diagnose, and position solutions that genuinely fit. • You thrive in environments where the playbook is still being written. You can navigate complexity, make smart decisions with imperfect information, and keep moving forward. • Expertise in consultative selling, with the ability to build trust and credibility with senior decision-makers. • Strong ability to communicate and collaborate with internal teams while working remotely and autonomously. • Demonstrated, consistent top sales performance in your current and prior roles. • You take ownership of both successes and setbacks, and you believe that daily discipline compounds into long-term results.
• 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🕒 May 1
51 - 200
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