Account Specialist

Guideline strives to fix retirement programs in the U.S., starting with delivering the lowest retirement savings fees in the industry, all within well designed and user-friendly software. With your work at Guideline, you’ll empower employees to enjoy a lasting and happy retirement.

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