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Customer Success Associate

Guideline, Inc.

in Remote / Austin TX / Solana Beach CA / Portland ME / San Mateo CA / CO / FL / GA

Logo for Guideline, Inc.

Guideline is looking for a Customer Success Associate to join the Customer Success team.

What You Will Be Working On

This is the perfect opportunity for someone who loves to troubleshoot and assist others with finding the best solution. You may not know what the answer is, but you are determined and will stop at nothing to get to the bottom of things! You are highly organized and know nothing but Inbox Zero in Gmail. Most of all, you’re a people person, and thrive in helping others and building relationships!

  • Support customers with multiple channels, including: email, live chat, and phone
  • Be the go-to person once plan has signed up - handling any questions and educating clients and participants as needed 
  • Ensuring that our customers are supported and satisfied 
  • Act as the voice of our customers - identify trends and gaps based on communication and feedback from customers 
  • Collaborate interdepartmentally with sales, engineering, operations, and our in-house financial planners in order to troubleshoot and help customers

The Team

Customer Success makes sure that our customers have a great user experience.  We are a high energy group and work closely with the Client Development and Customer Operations teams.  The company relies on us to maintain customer satisfaction and high retention rate.

What We’re Looking For

  • BA/BS degree 
  • 2+ years experience in customer care or success 
  • Experience with customer support platforms and CRMs (Zendesk, JIRA, Salesforce) 
  • Excellent verbal and written communication 
  • Highly proficient with Google Apps and macOS 
  • Naturally empathetic individual who genuinely loves helping people 
  • Benefits and/or 401(k) experience a plus 
  • Multi-tasking and organization are innate skills
  • Cover West Coast Hours

More About Guideline

At Guideline, we're helping people save for a better future. In an industry full of complicated pricing and excessive fees, we offer affordable 401(k) plans with no transaction fees.

With over 25,000 clients and 5 billion dollars in assets under management, in just a few years of operations, we're well on our way to making smart retirement planning easy for everyone.

We have raised $344M to date with top-tier investors, including our most recent $200 million dollar Series E round with General Atlantic.

Offer Package

  • Competitive Salary + Equity in the Company
  • Flexible Vacation Policy
  • 401(k) Matching
  • 100% coverage of Health / Vision / Dental
  • Generous parental leave policy

Guideline provides equal employment opportunities to all employees and applicants for employment without regard to race, religion, color, national origin, gender, sexual orientation, age, marital status, veteran status, or disability status.

How to Apply

Apply Now


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