Account Executive - Core

Summary

Join Guideline's Sales team as an Account Executive and promote retirement benefit access to SMB owners. You will use a consultative approach to educate prospects on 401(k) requirements and plan options, while conveying Guideline's value proposition. Manage a sales pipeline, working with prospects from initial qualification to signing. Contribute to projects improving sales tactics. Develop alongside a growing company, blending sales experience with a customer-centric mentality. Report to an SMB Sales leader and manage a pipeline of over 50 leads. This remote position is available in CA, CO, UT, WA, and El Paso/Hudspeth Counties (TX).

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 (Salesforce, Outreach, Gong, Talkdesk, Calendly, and Alysio)
• 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 50 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 Opt-out credit for waiving coverage
• Medical, dental, and vision insurance — We offer multiple plan options with varying company premium contributions
• 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
• Paid parental leave for birthing and non-birthing parents
• Flexible time off in addition to company holidays — We observe the NYSE Holiday Calendar
• 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