The Operations Associate role is on our Corrections team and supports core functions of servicing our customers behind the scenes to provide a seamless, accurate, and timely experience for our clients. In this role, we’re looking to scale our operational workflows with process improvements, data analysis, and automation by leveraging data tools to create an efficient servicing model designed to scale. This role is reporting directly to the operations Correction Team Manager. The team currently has 20 members and roles into a larger 55 person Operations organization which includes Corrections, FinancialOps, PayrollOps, ReconOps and OffboardingOps.

What You Will Work On

• Manage day to day tickets with high quality and urgency
• Create scalable processes to build greater efficiencies as the business grows
• Collaborate on customer questions and active operational projects with other teams
• Investigate errors to identify the cause of client issues and identify corrective actions
• Assist the Operations team in keeping our tools, systems, and SOPs updated
• Participate in larger company projects, such as account reconciliation and plan compliance
• Support internal clients while mastering Guideline's core products and workflows
• Other responsibilities as assigned

What We're Looking For

• Experience in a ticketing system such as Salesforce or Zendesk
• Intermediate to advanced Excel skills; including vlookup, index match, pivot tables
• Self actuating and takes pride in ownership 
• Loves improving workflows through business systems with a passion for documentation
• Experience with basic data and business intelligence tools
• Intermediate knowledge of project management principles
• Strong prioritization skills
• Comfortable collaborating and working with different teams
• Likes asking "why" and enjoys problem solving
• Passionate about technology and curious
• Experience working with third-party payroll providers is preferred but not required
• Bachelor’s degree preferred but not required

More About Guideline 

Everyone should have a simple, affordable way to save for retirement. At Guideline, our plans are low cost and highly automated. This makes it easy for companies to offer a valuable benefit—and easy for people to invest in their financial future with confidence.

Compensation

At Guideline, we believe compensation should be fair and equitable. We take a data-driven approach to set our compensation bands; the successful candidate’s starting pay will be determined based on job-related skills, experience, qualifications, and work location. These pay zones may be modified in the future.

Please speak with a recruiter for additional information regarding our tier locations.

• Metro+:
  The base salary range for this position is $72,500 - $85,000 annually.
• Metro:
  The base salary range for this position is $70,000 - $82,500 annually.
• National:  
  The base salary range for this position is $70,000 - $82,500 annually.

In addition to base salary, this position is eligible to receive equity in the form of Incentive Stock Options (ISOs). 

At Guideline, base salary is just one component of the overall Total Rewards package offered to employees.  All employees are offered comprehensive benefits and perks to help support you and your family.

• Flexible time off in addition to company holidays — We observe the NYSE Holiday Calendar
• 401(k) with matching contributions — We use our own platform and match 100% of the first 3% contributed, and 50% of the next 2% (for a max employer contribution of 4%)
• 100% employer-paid healthcare, vision, and dental insurance for employees and 70% coverage for dependents
• Opt-out credit if all three plans are waived
• Health Savings Account and Flexible Spending Accounts
• Disability and life insurance options
• Mental health benefits, including therapy and coaching through Modern Health, for employees and their dependents
• Paid parental leave for birthing and non-birthing parents
• Sabbatical after 5 years of employment
• Annual learning and development stipend — We reimburse approved professional development expenses, up to $750 per employee per year.

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. Pursuant to the San Francisco Fair Chance Ordinance, we will consider for employment qualified applicants with arrest and conviction records.  Additionally, Guideline participates in the E-Verify program in certain locations, as required by law. 

If you have a disability or special need that requires accommodation, please don’t be shy and contact us at [email protected].

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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