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Client Relationship Manager

Guideline, Inc.

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

Logo for Guideline, Inc.

Guideline is seeking an Account Manager to join our growing team.

What You Will Be Working On

This individual will be responsible for developing and maintaining client relationships, serving as the go-to person for clients after onboarding, ensuring they get the most our product has to offer. We are seeking a natural client advocate who will go to great lengths to provide clients with nothing short of a positive experience. This is a perfect opportunity for someone who loves to build relationships.

  • Act as the primary point of contact for our clients
  • Own the client experience after the point of onboarding, ensuring our clients are supported and satisfied 
  • Drive product value by introducing new features and products to our clients
  • Execute routine analyses for onboarded plans to ensure plan client success
  • Manage 401(k) plan design changes and upgrades for Guideline clients 
  • Advocate for client product features; provide user feedback for new product features
  • Collaborate cross functionally with sales, engineering, operations, and our in-house financial planners in order to troubleshoot and help clients

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 departments in Customer Operations.  The company relies on us to maintain customer satisfaction and high retention rate.

What We’re Looking For

  • 3+ years experience in project management, account management, customer care, or Fintech
  • Results-driven with exemplary phone, listening, and writing skills
  • Experience with customer support platforms and CRMs (Zendesk, Desk.com, Salesforce)
  • 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
  • Demonstrated strong verbal and written communication skills
  • Flexible - we’re moving fast, so the ability to constantly adapt to new conditions is a must
  • Enthusiastic and high energy, but also poised, confident and extremely professional
  • CRPS a plus
  • Bachelor’s degree preferred or equivalent field-related experience
  • Ability to pass background and credit check for employment

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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