What are the responsibilities and job description for the Account Executive - Core (West) position at Guideline?
Guideline is looking for an Account Executive to join the Sales team.What You'll Work OnYou will promote Guideline's mission of providing retirement benefit access to all employees through a high volume sales process with small-to-medium sized business (SMB) owners. You will use a consultative approach to educate prospects on 401(k) regulatory requirements and plan options, while also conveying Guideline's value proposition, resulting in informed and well prepared clients.You will be quota carrying and responsible for managing a sales pipeline, working with prospects from initial qualification all the way through to signing. Additionally, you may contribute to impactful projects to improve our best practice tactics as we continue to grow. This is an opportunity to develop alongside a growing company. We're looking for someone driven who brings the perfect blend of sales experience and a customer-centric mentality to work each day.You will report to one of our SMB Sales leaders and manage the following : Work with prospects through a consultative sales approach, ready to review and improve on your process and strategiesManage a pipeline of over 100 leads, ensuring leads are updated throughout the sales cycleForecast sales activity, revenue targets, quotas and general pipeline managementConduct sales demos by phone and GoogleMeetMonitor and report on your own sales performanceSuggest ideas to increase sales and improve client experienceWhat We're Looking For : You've worked with VP, C-levels, or owners within an organizationYou know how to exceed goals, and create plans when you're off trackYou have a background in financial servicesYou have experience with CRM (SFDC, Outreach, TalkDesk)You have experience and ideas for generating new leads and pipelineWhy GuidelineOur values serve as a compass that guides our decisions and are considered non-negotiable, especially when it comes to hiring. Together with our employees, partners, and customers, we live these values every day. Everyone has hopes and dreams for the future, but it seems like only some of us are able to financially invest in them. That’s something we’ve made it our mission to solve - to help everyone arrive at a safe, secure retirement.We’ve done this by building the easiest, most affordable, most comprehensive platform for investing in your financial future. It replaces doubt and fear with transparency, knowledge and understanding. It makes it possible, even enjoyable, to participate in a retirement plan as an employer, employee or partner.CompensationAt 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.The expected OTE for this role is $ 120,000 .In addition to base salary, this position is eligible for equity in the form of Incentive Stock Options (ISOs). All employees are offered comprehensive benefits and perks to help support you and your family.Health Medical, dental, and vision insurance — We offer multiple plan options with varying company premium contributions Opt-out credit for waiving coverageHealth Savings Account and Flexible Spending AccountCompany paid disability and life insuranceOptional Voluntary life insuranceMental health benefit navigation with Rula for employees and dependentsGenerous Time Off Flexible time off in addition to company holidays — We observe the NYSE Holiday Calendar401(k) Plan We use our own platform and contribute 100% of employee contributions up to 5%Other Benefits 1-month paid Sabbatical after 5 years of employmentAnnual learning and development stipend — We reimburse approved professional development expenses, up to $750 per employee per yearGuideline 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.For more information about our privacy and security practices, please refer to Guideline's Privacy Policy.Apply for this job
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Salary : $120,000
