Onboarding Coordinator

| Portland, ME
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Guideline is looking for an Onboarding Coordinator to join the Customer Operations team.

What Will You Be Working On

Guideline is looking for an Onboarding Coordinator to act as a first contact for small businesses implementing a new Guideline 401(k) and support them throughout the process. In this role, you'll work with a portfolio of clients ranging from small business owners to C-level executives. You will report to Guideline's Onboarding Manager, will quickly become an expert on Guideline's suite of products so you can provide an excellent client experience that inspires confidence in Guideline as their retirement plan provider.

  • Be the first point of contact for Guideline's clients through phone calls and email
  • Assist with new client onboarding and education
  • Work collaboratively and cohesively with Sales, Operations and Customer Success
  • Aggregate feedback and recommendations from clients to define our product roadmap
  • Assist with monthly projects, or any ad-hoc projects
  • Support documentation of processes & procedures

The Team

The Onboarding team is responsible for providing an excellent, educational experience to our clients, as we are the first team our clients 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 trust with our clients, creating approachability and transparency, and laying the foundation for a delightful client experience.

What We’re Looking For

  • 1+ years of client-facing work experience
  • Experience with customer support platforms and CRMs (Zendesk, JIRA, Salesforce)
  • Ability to pick up new technologies, assess situations quickly, and look for smarter, more efficient ways to provide an educational client experience
  • Creative and analytical problem-solving abilities
  • Exemplary phone, listening, and writing skills
  • Bachelor's degree preferred or equivalent field-related experience

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, including our most recent $200 million dollar Series E round with General Atlantic.

Offer Package

  • Competitive Salary + Equity in the Company
  • Flexible Vacation Policy
  • 401(k) Matching
  • 100% coverage of Health / Vision / Dental
  • Generous parental leave policy

We are committed to equal employment opportunity regardless of race, color, ancestry, religion, sex, national origin, sexual orientation, age, citizenship, marital status, disability, gender, gender identity or expression, or veteran status. We are proud to be an equal opportunity workplace.


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.

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 8 open jobs at Guideline, click here.
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