Sales Coordinator - San Diego, United States - Guideline

Guideline San Diego, United States

2 weeks ago

Description

Sales Coordinator
at Guideline, Inc.

All Locations

Guideline is looking for a
Sales Coordinator to join the Sales team.

What Will You Be Working On*As a member of the Guideline Sales team, the Account Coordinator is a sales development role. This role will be responsible for streamlining the sales process as a key role in qualifying and educating prospective clients to programmatically identify sales qualified leads for Account Executives. You will own lead qualification to optimize lead handoff between sales development level and account executives. You will report to the Manager of Sales. Your success in this role will be determined by maximizing Lead Velocity and by qualifying as many leads as possible in a responsible manner. Most of all, you enjoy working with others and excel in building relationships

The ultimate goal is to expand our retirement platform technology footprint with new clients through our ecosystem partners and present Guideline's solutions to new prospects and leads, and help grow Guideline.

Support our growing team to help develop and acquire new business
Communicate with and educate Guideline's prospective clients through phone calls, email, other online platforms
Perform outreach calls to small business owners and prospective clients
Help team members follow up with their daily tasks
Manage, track, and report activities and results
Diligently update CRM and focus on priority prospects

The Team*The Guideline Sales Team is not the traditional sales team. We are in charge of turning all inbound leads (generated by marketing) into live customers. The sales process is fast and customer-centric. Our close rate is high because we are truly offering a superior product and a solution that companies need.

What We're Looking For** 1+ years of work experience; SaaS experience useful

You enjoy working with people
Experience with CRM software (SalesForce, Outreach, etc.)
Results-driven with exemplary phone, listening, and writing skills
Highly organized with strong attention to detail
Adaptable with the ability to pick up new technologies, assess situations quickly, and look for smarter, better ways to achieve goals
Flexible - we're moving fast, so the ability to constantly adapt to new conditions is a must
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

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.

Voluntary Self-Identification
For government reporting purposes, we ask candidates to respond to the below self-identification survey. Completion of the form is entirely
voluntary. Whatever your decision, it will not be considered in the hiring process or thereafter. Any information that you do provide will be recorded and maintained in a confidential file.

As set forth in Guideline, Inc.s Equal Employment Opportunity policy, we do not discriminate on the basis of any protected group status under any applicable law.

Gender Gender

Gender
Please identify your race Please identify your race

Please identify your race

If you believe you belong to any of the categories of protected veterans listed below, please indicate by making the appropriate selection.

As a government contractor subject to the Vietnam Era Veterans Readjustment Assistance Act (VEVRAA), we request this information in order to measure the effectiveness of the outreach and positive recruitment efforts we undertake pursuant to VEVRAA.

Classification of protected categories is as follows:
A "disabled veteran" is one of the following: a veteran of the U.S.

military, ground, naval or air service who is entitled to compensation (or who but for the receipt of military retired pay would be entitled to compensation) under laws administered by the Secretary of Veterans Affairs; or a person who was discharged or released from active duty because of a service-connected disability.

A "recently separated veteran" means any veteran during the three-year period beginning on the date of such veteran's discharge or release from active duty in the U.S.

military, ground, naval, or air service.
An "active duty wartime or campaign badge veteran" means a veteran who served on active duty in the U.S.

military, ground, naval or air service during a war, or in a campaign or expedition for which a campaign badge has been authorized under the laws administered by the Department of Defense.

An "Armed forces service medal veteran" means a veteran who, while serving on active duty in the U.S.

military, ground, naval or air service, participated in a United States military operation for which an Armed Forces service medal was awarded pursuant to Executive Order 12985.

Veteran Status Veteran Status

Veteran Status
Form CC-305
OMB Control Number
Expires 05/31/2023

Voluntary Self-Identification of Disability

We are a federal contractor or subcontractor required by law to provide equal employment opportunity to qualified people with disabilities.

We are also required to measure our progress toward having at least 7% of our workforce be individuals with disabilities.

To do this, we must ask applicants and employees if they have a disability or have ever had a disability.

Because a person may become disabled at any time, we ask all of our employees to update their information at least every five years.

Identifying yourself as an individual with a disability is voluntary, and we hope that you will choose to do so.

Your answer will be maintained confidentially and not be seen by selecting officials or anyone else involved in making personnel decisions.

Completing the form will not negatively impact you in any way, regardless of whether you have self-identified in the past.

For more information about this form or the equal employment obligations of federal contractors under Section 503 of the Rehabilitation Act, visit the U.S.

Department of Labors Office of Federal Contract Compliance Programs (OFCCP) website at .

You are considered to have a disability if you have a physical or mental impairment or medical condition that substantially limits a major life activity, or if you have a history or record of such an impairment or medical condition.

Disabilities include, but are not limited to:

Autism
Autoimmune disorder, for example, lupus, fibromyalgia, rheumatoid arthritis, or HIV/AIDS
Blind or low vision
Cancer
Cardiovascular or heart disease
Celiac disease
Cerebral palsy
Deaf or hard of hearing
Depression or anxiety
Diabetes
Epilepsy
Gastrointestinal disorders, for example, Crohn's Disease, or irritable bowel syndrome
Intellectual disability
Missing limbs or partially missing limbs
Nervous system condition for example, migraine headaches, Parkinsons disease, or Multiple sclerosis (MS)
Psychiatric condition, for example, bipolar disorder, schizophrenia, PTSD, or major depression

Disability Status Disability Status

Disability Status
1Section 503 of the Rehabilitation Act of 1973, as amended. For more infor

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Sales Coordinator - San Diego, United States - Guideline

Description

Property Sales Coordinator