Onboarding Specialist

| San Diego, CA
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Guideline is looking for an Onboarding Specialist to join the Customer Operations team.

What will you be working on?

Guideline is seeking an Onboarding Specialist to manage a portfolio of clients ranging from small business owners to C-level executives. This individual will quickly become an expert on Guideline’s suite of products so that you can clearly explain the value that we provide to organizations of all kinds. 

Our ideal candidate is a collaborative self-starter who has a proven track record of success in client-facing environments. You’ll need to think on your feet while using your strong communication, listening, and problem-solving skills. A high level of attention to detail and a passion for providing a true white glove client experience are musts.

This is an opportunity to grow alongside a fast-paced startup. We’re looking for a highly motivated individual who brings the perfect blend of operational drive and a client focused mentality to work each day. 

  • Manage value-based relationships with Guideline’s clients, ensuring our product is aligned with their business strategies 
  • Lead onboarding and client development efforts
  • Work collaboratively and cohesively with Sales, Customer Success, and other Operations teams
  • Drive education and adoption by proactively engaging clients
  • Play an active role in contributing to growth and scalability through robust documentation, consistent process optimization, and capability cross-training
  • Monitor industry trends, client news, customer experience/journey best practices for consistent improvement and knowledge sharing
  • Gather intelligent product feedback and recommendations from clients to design and inform new features and capabilities

The Team

The Onboarding team is responsible for providing a white glove experience to our clients, as we are the first team the client will experience in their journey with the Guideline product. We aim to design an easy and seamless implementation process for an often complex employee benefit system. Our goal is to instill confidence in our clients, creating approachability and transparency, and laying the foundation for a delightful client experience.

Required Qualifications

  • 3+ years of total work experience; startup and/or financial services experience a plus 
  • 2+ years of experience in client-facing implementation and/or technical account management. 
  • Experience working with clients spanning a wide range of industries. 
  • Deep knowledge that spans one or more of the following domains: SaaS, Operations, or Finance
  • Proven track record of delivering results in a dynamic startup environment
  • 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
  • Enthusiastic and high energy, but also poised, confident and extremely professional
  • 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.

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.

More Information on Guideline
Guideline operates in the Fintech industry. The company is located in San Mateo, CA, Austin, TX and Portland, ME. Guideline was founded in 2015. It has 218 total employees. It offers perks and benefits such as Health insurance, 401(K), Free snacks and drinks. To see all 9 open jobs at Guideline, click here.
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