Sales Development Representative at Guideline

United States

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Not SpecifiedCompensation

Entry Level & New GradExperience Level

Full TimeJob Type

UnknownVisa

Financial ServicesIndustries

Requirements

Reside in AZ, CO, UT, El Paso/Hudspeth Counties (TX), MT, or PT time zones
Available to work Monday through Friday, 9am to 5pm Pacific Time (may be subject to change)
Fluency in Spanish (read, write, speak effectively) is a strong plus
At least 12 months of professional experience (including internships); prior sales or business development experience is a plus
Driven – eager to meet and exceed targets, hungry for growth, self-motivated, looking to grow sales career
Curious – always looking for ways to become more efficient and effective, excited to learn product and industry
Coachable – open to feedback, embrace new tools/processes, growth-oriented, adapt quickly to changes
Collaborative – team first mentality, proactively sharing

Responsibilities

Engage with inbound leads (new and existing), qualify prospects, and book calls/product demos with Account Executives (AEs) through personalized outreach via calls and emails
Ensure prospects show up to meetings with AEs; follow-up as needed
Maintain SLAs for actioning and following up on leads (timeliness and consistency)
Manage own pipeline of leads, taking responsibility for driving activity and results
Use Salesforce to monitor, track, and update lead activity, status, and information
Effectively and efficiently leverage sales tech stack (Salesforce, Outreach, Gong, Talkdesk, Calendly, Alysio)

Skills

Salesforce

Lead Qualification

Prospecting

Email Outreach

Phone Outreach

Pipeline Management

Spanish

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