Account Executive

Summary

Join Guideline's Sales team as an Account Executive and promote retirement benefit access to SMB owners. You will use a consultative sales approach, manage a sales pipeline of over 100 leads, and forecast sales activity. Responsibilities include conducting sales demos, monitoring performance, and suggesting sales improvements. The ideal candidate possesses experience in financial services, CRM software, and exceeding sales goals. Guideline offers a competitive compensation package including base salary, equity, comprehensive benefits, and professional development opportunities.

Requirements

• You've worked with VP, C-levels, or owners within an organization
• You know how to exceed goals, and create plans when you're off track
• You have a background in financial services
• You have experience with CRM (SFDC, Outreach, TalkDesk.)
• You have experience and ideas for generating new leads and pipeline

Responsibilities

• Work with prospects through a consultative sales approach, ready to review and improve on your process and strategies
• Manage a pipeline of over 100 leads, ensuring leads are updated throughout the sales cycle
• Forecast sales activity, revenue targets, quotas and general pipeline management
• Conduct sales demos by phone and GoogleMeet
• Monitor and report on your own sales performance
• Suggest ideas to increase sales and improve client experience

Benefits

• Health Medical, dental, and vision insurance — We offer multiple plan options with varying company premium contributions Opt-out credit for waiving coverage
• Health Savings Account and Flexible Spending Account
• Company paid disability and life insurance
• Optional Voluntary life insurance
• Mental health benefit navigation with Rula for employees and dependents
• Parental Leave Paid parental leave for birthing and non-birthing parents
• Generous Time Off Flexible time off in addition to company holidays — We observe the NYSE Holiday Calendar
• 401(k) Plan We use our own platform and contribute 100% of employee contributions up to 5%
• 1-month paid Sabbatical after 5 years of employment
• Annual learning and development stipend — We reimburse approved professional development expenses, up to $750 per employee per year
• The expected OTE for this role is $ 120,000
• In addition to base salary, this position is eligible for equity in the form of Incentive Stock Options (ISOs)