Account Specialist

At Guideline, we’re helping Americans save for a better future. Guideline is the only 401(k) provider with a fee-free, full-stack 401(k) offering that automates plan administration and compliance with a platform that directly integrates with many of the most popular payroll providers. 

By building transparent and first-of-its-kind software, the Guideline team is combatting what’s unfortunately become the retirement industry status quo -- legacy providers have put profit over the interests of employees, abandoning the goal of the programs in the first place: to give employees the opportunity to save as much as possible for retirement. 

With over 2,000 clients and hundreds of millions of dollars in assets under management, in just a couple years of operations, we’re well on our way to making smart retirement planning easy for everyone. 

Guideline is looking for an Account Specialist to manage a portfolio of clients ranging from small business owners to C-level executives. You’ll need to become a Guideline product expert so you can speak and teach intelligently on the value and usage of a Guideline 401(k).

Our ideal candidate is a collaborative self-starter who has a proven track record of success in client facing environments and project management. You’ll need to think on your feet while using your strong communication, listening and problem-solving skills. A high level of attention to detail and a passion for providing a true white glove client experience are a must.

  • Manage value-based relationships with Guideline’s clients, ensuring our product is aligned with their business strategies 
  • Lead onboarding and client implementation efforts 
  • Work collaboratively and cohesively with Operations and Customer Success 
  • Drive education and adoption by proactively engaging clients 
  • Play an active role contributing to growth and scalability through robust documentation, continuous process optimization, and capability cross-training 
  • Monitor industry trends, client news, customer experience/journey best practices for individual continuous improvement and knowledge sharing 
  • Gather intelligent product feedback and recommendations from clients to design and inform new features and capabilities 

  • 5+ years of total work experience 
  • 2+ years of experience in client implementation or technical account management - must be a client facing role 
  • Experience working with clients spanning a wide range of industries 
  • Deep knowledge that spans one or more of the following domains - SaaS, Operations, Finance 
  • Track record of delivering results in a dynamic startup environment 
  • Adaptable with the ability to pick up new technologies, assess situations quickly, and look for smarter, better ways to achieve goals 
  • Creative and analytical problem-solving skills 
  • Enthusiastic and high energy, but also poised, confident and extremely professional

  • $50k-$65k

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