Operations Associate

Summary

Join Guideline as an Operations Associate and contribute to their mission of making affordable retirement benefits accessible. You will play a key role in supporting behind-the-scenes servicing for clients, ensuring a seamless experience. This role involves developing scalable processes, collaborating with cross-functional teams, refining best practices, investigating errors, and maintaining tools and systems. You will also contribute to company-wide projects, enhance plan compliance, and provide internal support. Guideline seeks a results-driven individual with strong organizational and documentation skills, a passion for leveraging technology, and a problem-solving mindset. The ideal candidate will have technical proficiency in Excel, G-suite, SQL, and Salesforce, as well as experience with data and analytics tools. This position is open to candidates in CO, FL, MA, ME, NC, TX, and UT.

Requirements

• A results-driven individual who takes ownership and works backward from outcomes to deliver results in a fast-paced environment, effectively prioritizing scope, quality, time, and resources
• Someone who is process-oriented with strong organizational and documentation skills
• Someone passionate about leveraging technology to improve processes and outcomes
• A natural curiosity with a problem-solving mindset, always asking "why" to drive better solutions
• A systems thinker with the ability to analyze and learn complex systems
• A person with technical proficiency in Excel, G-suite, SQL, and Salesforce
• Intermediate to advanced Excel skills, including proficiency with VLOOKUP, INDEX MATCH and, pivot tables
• Experience with basic data and analytics tools, including BigQuery, Looker, Tableau, and Data Studio
• A team player who is comfortable engaging with different teams and stakeholders at all levels
• Experience and deep understanding of 401(k) rules and regulations pertaining to corrections, testing and limits
• Client-facing experience, with the ability to deescalate challenging situations and find mutually agreeable solutions

Responsibilities

• Develop scalable processes to drive efficiency as the business grows
• Collaborate with cross-functional teams to address customer questions and support active operational projects
• Collect and refine best practice recommendations, and continuously look for ways to improve processes, internal tools, and external product features
• Investigate errors to determine the cause of client issues and recommend corrective actions
• Assist the Operations team in maintaining and updating tools, systems, and standard operating procedures (SOPs)
• Contribute to company-wide projects, such as account reconciliation and plan compliance
• Enhance plan compliance by facilitating corrective actions in accordance with rules and regulations
• Provide internal support and become proficient in Guideline’s core platform and workflows
• Take on additional responsibilities as needed

Preferred Qualifications

Bachelor’s degree preferred, but not required

Benefits

• Flexible time off in addition to company holidays — We observe the NYSE Holiday Calendar
• 401(k) with matching contributions — We use our own platform and match 100% of the first 3% contributed, and 50% of the next 2% (for a max employer contribution of 4%)
• 100% employer-paid healthcare, vision, and dental insurance for employees and 70% coverage for dependents
• Opt-out credit if all three plans are waived
• Health Savings Account and Flexible Spending Accounts
• Disability and life insurance options
• Mental health benefits, including therapy and coaching through Modern Health, for employees and their dependents
• Paid parental leave for birthing and non-birthing parents
• Sabbatical after 5 years of employment
• Annual learning and development stipend — We reimburse approved professional development expenses, up to $750 per employee per year