Why Guideline
Guideline was founded in 2015 by CEO Kevin Busque, when he noticed that young employees weren’t participating in his company’s 401(k) due to dated systems and high fees.
A modern, easy to use, and affordable provider didn’t exist, so Kevin and the founders built Guideline with the mission of helping everyone arrive at a secure retirement.
We’re now one of the fastest growing retirement companies (5th largest in the US), with more than 350 employees, 50,000+ businesses, and $15B+ invested on our platform. As we continue to expand, we’re looking for driven individuals to join our growing team.
Your impact on Guideline’s mission
As a Sales Development Representative (SDR), you will be our clients' first interaction with our Sales Team. You'll be responsible for educating and qualifying prospects who have different degrees of interest. If qualified, you will introduce the prospects to our Account Executives (AEs).
Some more details:
- You’ll engage inbound leads (both new and old), qualify prospects, and book demos for AEs through personalized calls and emails, all while maintaining our SLA
- You’ll monitor and update activity and lead information in Salesforce.
- Our sales tools include Salesforce, Outreach, Gong, and Talkdesk
Work Schedule: This role is open to candidates in CO, UT, WA and El Paso/Hudspeth Counties (TX); members of this team work Monday thru Friday from 9am to 5pm PT.
What you’ll gain
SDRs are typically promoted to AE roles within 12-18 months of consistent performance. Over 75% of our AEs came from our SDR team.
In this role, you’ll have access to:
- Weekly coaching with your Sales Lead in 1on1s
- Weekly team meetings to collaborate and share learnings
- Quarterly reviews of your professional development goals and metrics
- Quarterly Sales Kickoffs to hear from our leaders and peers
The first 6 months:
- In month 1, you’ll meet our teams and soak up as much product and industry knowledge as possible while you complete your onboarding program
- In months 2-4, you’ll start your responsibilities as an SDR, making calls, generating new opportunities, and responding to inbound leads
- By months 4-6, you’ll have a good understanding of our product and customers, be comfortable overcoming common objections, and consistently hit your daily metrics
Who’s a good fit
- You have a minimum 1 year of professional working experience, and if that includes experience in a business development or sales role, even better
- You’re driven - Self motivated to hit daily targets and hungry for growth
- You’re adaptable - Excited by change & development
- You’re collaborative - Team first mindset
- You have exemplary verbal and written communication skills
- You’re highly organized with strong attention to detail
Who’s not a fit
If you’re looking to pass the time, we suggest avoiding this role. We pride ourselves on promoting internally and prepping our SDRs for their next step as an Account Executive, so we’re looking for people interested in a sales career.
If you’re uncomfortable making phone calls or talking on the phone, or if you’re uncomfortable with change, this might not be a good fit.
Offer Package
This is a salary-only position for $65,000, annually.
Additional benefits:
- Potential for performance based cash incentives throughout the year
- Flexible vacation policy
- Company equity
- 401(k) with matching contributions
- 100% paid employee insurance coverage
- Annual learning and development stipend
- Parental leave
- Sabbatical after 5 years of employment
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.
Employment open to residents of CO, UT, WA and El Paso/Hudspeth Counties (TX). Guideline is committed to protecting the privacy and security of the personal information of our applicants. Please refer to Guideline's Privacy Policy for information about our privacy and security practices.
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Expected Salary Range
$65,000—$65,000 USD
What We Do
Guideline. Helping people save for a better future.
Guideline is the only 401(k) provider that doesn’t charge participants any fees on investments, regardless of the value of their assets or retirement account balance. And for employers, Guideline charges a low, flat rate fee per participant, in contrast to the asset-based fee model predominant in the industry.
By offering a full-stack solution that automates plan administration and compliance, the Guideline team is combatting what’s unfortunately become the retirement industry status quo -- legacy providers have put profit over the interests of employees, abandoning the goal of the program in the first place: to give employees the opportunity to save as much as possible for retirement.
