
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.
🕒 June 5
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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 how our data and the rich insights around the market can help solve a challenge or offer a solution the client might be facing. • The role will be primarily tasked with lead generating so prospecting new business will be a significant amount of time spent. • 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 insight specific solutions can fuel their business growth, identify white space and generally educate them about the market. • 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.
• 3 to 6 years of sales experience selling subscriptions or intelligence type products. • Media experience a plus. • 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 are comfortable pitching to managers to C-Suite and can tailor your message to meet the needs of the audience you are pitching to. • You relay customer feedback in real-time and advocate for the needs of the customer internally to help fuel innovation and new solutions for real-world challenges. • You have experience or enjoy working building something from the ground up.. • 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. • While Sales will be the focus, you willingly jump in to help the team from helping build go-to-market plans, offer direction on marketing efforts, you thrive wearing multiple hats when needed. • Demonstrated, consistent top sales performance in your current and prior roles. • You take ownership of both successes and setbacks. You are strategically oriented, accomplishing a long-term goal by focusing on small, incremental wins.
• 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🕒 June 5
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