Relationship Manager, Franchise

Summary

Join Guideline as a Relationship Manager and spearhead the expansion of our Payroll sales channels. This role demands a passionate, results-oriented individual with a builder mindset to identify and cultivate new business opportunities within the Payroll sector. You will leverage your retirement industry expertise and ability to balance customer needs with company objectives. This highly visible position necessitates strong cross-functional collaboration and operational excellence, driving both long-term strategy and tactical execution. The role offers significant upward mobility and the chance to directly impact a growing company. This remote position is available in several states.

Requirements

• 2+ years of experience in a client-facing sales, marketing, or business development role in the B2B SaaS space
• 2+ years of experience in a quota-carrying role, preferably within the HR tech or employee benefits market
• Proactive approach to growth, experimenting with a variety of tactics to discover how to generate leads and sell you have the analytical ability to identify which strategies warrant more investment and which we should avoid
• Ability to effectively communicate Guideline’s value propositions to Payroll partners and understand their challenges and needs
• Ability to thrive in a collaborative environment in which you actively listen, provide meaningful feedback, and positively motivate yourself and others
• Customer-obsessed sales approach, demonstrating a deep commitment to understanding and addressing the unique needs of our platform
• Demonstrated communication and relationship-building skills to effectively engage potential partners, position Guideline’s value propositions, and create a positive first impression
• Proven track record of maintaining and nurturing existing strategic partner/affiliate relationships with the goal of strengthening and growing sales channels uncovering new opportunities

Responsibilities

• Build Relationships That Matter Demonstrate flexibility in managing Payroll relationships and resolving issues, adapting your approach to different situations while focusing on results
• Serve as the first point of contact for organizations to learn about Guideline by sharing the value we provide to their customers and their development team
• Drive Success with Product Expertise Promptly respond to inbound leads generated from payroll partners, assessing their needs, and determining fit
• Assist with coordinating payroll-focused event materials, presentations, and follow-up communications; this role will be responsible for contacting attendees to book post-event sales meetings
• Support conference, seminar, and other industry-focused event planning, logistics, and related activities to maximize brand visibility and lead generation
• Expand and Elevate Payroll Opportunities Develop a close relationships with Payroll teams to create more opportunities and business for the Sales Team
• Research and understand potential customers and identify prospects using tools like Zoominfo, LinkedIn and online research
• Work with the broader Channels Sales Team to understand our customers’ needs and create long-term strategies to identify, surface and address potential buying obstacles
• Track and Deliver Results Deliver strong business results by leading revenue-generating initiatives and optimizing performance across key metrics

Benefits

• 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
• Parental Leave
• Paid parental leave for birthing and non-birthing parents
• 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
• Health Opt-out credit for waiving coverage