Account Executive - Core (West)

Guideline is looking for an Account Executive to join the Sales team.

What You'll Work On
You will promote Guideline's mission of providing retirement benefit access to all employees through a high volume sales process with small-to-medium sized business (SMB) owners. You will use a consultative approach to educate prospects on 401(k) regulatory requirements and plan options, while also conveying Guideline's value proposition, resulting in informed and well prepared clients. You will be quota carrying and responsible for managing a sales pipeline, working with prospects from initial qualification all the way through to signing. Additionally, you may contribute to impactful projects to improve our best practice tactics as we continue to grow. This is an opportunity to develop alongside a growing company. We're looking for someone driven who brings the perfect blend of sales experience and a customer-centric mentality to work each day.  

You will report to one of our SMB Sales leaders and manage the following:

• 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

What We're Looking For:

• 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

Why Guideline
Our values serve as a compass that guides our decisions and are considered non-negotiable, especially when it comes to hiring. Together with our employees, partners, and customers, we live these values every day. Everyone has hopes and dreams for the future, but it seems like only some of us are able to financially invest in them. That’s something we’ve made it our mission to solve - to help everyone arrive at a safe, secure retirement. Whatever type of work you choose, whatever the size of your business.    

We’ve done this by building the easiest, most affordable, most comprehensive platform for investing in your …