Relationship Manager, Franchise at Guideline

United States

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Not SpecifiedCompensation

Mid-level (3 to 4 years)Experience Level

Full TimeJob Type

UnknownVisa

Fintech, Retirement ServicesIndustries

Requirements

2+ years of experience

Responsibilities

Find new franchise partners, onboard them, and get added to their preferred vendor lists
Prospect current franchise partners to find new leads for potential sales opportunities
Network and build relationships to promote Guideline’s mission, including lead generation at conferences and other events
Manage franchise relationships with Guideline
Organize and attend franchise events
Collaborate with cross-functional teams (sales, marketing, product, L&C and strategic partnerships) to optimize joint selling and marketing strategies aimed at franchises
Field event support; this role will work franchise-focused events and be responsible for contacting attendees to book post-event sales meetings
Lead demand generation activities through targeting Franchises, representing Guideline at conferences, seminars, and other events, and qualifying new leads that result in a growing pipeline of new opportunities
Develop a close partnership with marketing team to create seamless collaboration between demand gen and lead conversion efforts
Promptly responding to inbound leads generated through marketing campaigns, assessing their needs, and determining fit
Identify and pursue high-potential prospects through outbound strategies, utilizing various prospecting tools and techniques to build a robust pipeline
Assist Account Executives in developing sales strategies and building a strong sales pipeline, including providing on identifying opportunities

Skills

Key technologies and capabilities for this role

Lead GenerationSales Pipeline ManagementRelationship ManagementProspectingNetworkingMarket ResearchClient CommunicationSales SupportDemand GenerationSales QualificationBusiness Development

Questions & Answers

Common questions about this position

Is this position remote?

Yes, this is a remote position.

What is the salary for this role?

This information is not specified in the job description.

What key skills are needed for the Relationship Manager role?

Key skills include building trusted advisor relationships through active listening and intelligent questioning, sales pipeline management, lead generation, prospecting, networking at events, and collaboration with cross-functional teams.

What is the team structure like for this position?

This role is part of the growing Channel Sales team and involves collaboration with cross-functional teams including sales, marketing, product, L&C, and strategic partnerships.

What makes a strong candidate for this role?

A strong candidate is a smart, hungry fintech enthusiast excited about a unique sales and business development role, with skills in building deep relationships, lead generation, and event networking.

Guideline

Affordable 401(k) and IRA retirement plans

About Guideline

Guideline provides affordable and customizable 401(k) retirement plans and Individual Retirement Accounts (IRAs) for businesses of all sizes, particularly targeting small to medium-sized enterprises and specific sectors like dental practices. Their service includes end-to-end management of retirement plans, which features automatic enrollment, low monthly fees, and compliance testing. Guideline acts as a 3(38) fiduciary, taking responsibility for managing investment options to ensure they benefit employees. The company operates on a subscription-based model, charging a low monthly fee that covers essential services, with options for additional features like profit sharing and matching. They also offer Guideline Pro, a platform that equips financial professionals with tools to assist clients in retirement planning. Guideline's goal is to make retirement plans more accessible and affordable, helping more individuals save for their future.

San Mateo, CaliforniaHeadquarters

2015Year Founded

$329.8MTotal Funding

SERIES_ECompany Stage

Fintech, Financial ServicesIndustries

201-500Employees

Benefits

Flexible vacation policy

Company equity

401(k) with matching contributions

100% paid employee insurance coverage

Annual learning & development stipend

Parental leave

Sabbatical after 5 years of employment

Risks

Increased competition from QuickBooks Payroll could shift market share.

Reliance on Vanguard poses a risk if fee structures change.

New Starter plan and Enterprise tier may increase operational complexity.

Differentiation

Guideline offers a flat fee per participant, unlike asset-based fee models.

Guideline acts as a 3(38) fiduciary, managing investment options for clients.

Guideline provides end-to-end retirement plan management, including compliance and reporting.

Upsides

Increased demand for digital financial services boosts Guideline's digital-first approach.

Partnership with QuickBooks Payroll enhances retirement benefits for small businesses.

Guideline's new mobile app increases accessibility and user engagement.

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