Account Coordinator - Sales

Guideline

Austin, TX, US
  • Job Type: Full-Time
  • Function: Sales
  • Post Date: 01/01/2021
  • Website: guideline.com
  • Company Address: 3050 S Delaware St, #202, San Mateo, CA, 94403

About Guideline

Guideline. Helping people save for a better future.

Guideline is the only 401(k) provider that doesn’t charge participants any fees on investments, regardless of the value of their assets or retirement account balance. And for employers, Guideline charges a low, flat rate fee per participant, in contrast to the asset-based fee model predominant in the industry.

Job Description

As a member of the Guideline Sales team, the Account Coordinator is a sales development role.  This role will be responsible for streamlining the sales process as a key role in qualifying and educating prospective clients to programmatically identify sales qualified leads for Account Executives. You will own lead qualification to optimize lead handoff between sales development level and account executives. Success in this role will manifest by maximizing the Lead Velocity, which means the number of Qualified Leads per rep within a given period of time is constantly growing.

The ultimate goal is to expand our retirement platform technology footprint with new clients through our ecosystem partners and present Guideline’s solutions to new prospects and leads, and help drive the growth of Guideline.

  • Support our growing team to help develop and acquire new business
  • Communicate with and learn about Guideline’s prospective clients through phone calls, email, other online platforms
  • Perform outreach calls to small business owners and prospective clients
  • Help team members follow up with their daily tasks
  • Manage, track, and report activities and results
  • Diligently update CRM to stay organized and focused on priority prospects
  • Other duties as assigned

The Team

The Guideline Sales Team is not the traditional sales team.  We are in charge of turning all inbound leads (generated by marketing) into live customers. The sales process is fast and customer-centric.  Our close rate is high because we are truly offering a superior product and a solution that companies need. 

Required Qualifications

  • 1-2 years of work experience; SaaS experience a plus
  • Ability to work west coast hours
  • Experience with CRM software (Zendesk Sell, SalesForce, HubSpot, etc.)
  • Results-driven with exemplary phone, listening, and writing skills
  • Highly organized with strong attention to detail
  • Adaptable with the ability to pick up new technologies, assess situations quickly, and look for smarter, better ways to achieve goals
  • Demonstrated strong verbal and written communication
  • Flexible - we’re moving fast, so the ability to constantly adapt to new conditions is a must
  • Bachelor’s degree preferred or equivalent field-related experience

More about Guideline

At Guideline, we’re helping people save for a better future.  Guideline is the only 401(k) provider that doesn’t charge participants any fees on investments, regardless of the value of their assets or retirement account balance.  And for employers, Guideline charges a low, flat rate fee per participant, in contrast to the asset-based fee model predominant in the industry.

With over 10,000 clients and billions of dollars in assets under management, in just a few years of operations, we’re well on our way to making smart retirement planning easy for everyone.

We have raised $144M to date with top-tier investors.

Employee Benefits

  • Flexible Vacation Policy
  • 401(k) Matching
  • 100% coverage of Health / Vision / Dental
  • Generous parental leave policy

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.

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Disclaimer: Local Candidates Only
This company does NOT accept candidates from outside recruiting firms. Agency contacts are not welcome.