Guideline | $70,000-$84,000

Steph's Notes:

Enthusiastic and high energy, but also poised, confident and extremely professional


Original Job Description: Customer Onboarding Specialist

Guideline is looking for an Onboarding Specialist to join the Onboarding 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 they can clearly explain the value that Guideline will 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 confidence-inspiring 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 client focused mentality with a project management drive

The Team

The Onboarding team is responsible for providing a confidence-inspiring 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

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.

Offer Package

The expected Salary Range for this position is $70,000 - $83,750 annually.

Compensation is determined by numerous factors such as your qualifications, experience, and work location. Additional benefits: Flexible vacation policy Company equity 401(k) with matching contributions 100% paid employee insurance coverage Annual learning and development stipend Parental leave Sabbatical after 5 years of employment 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.

Employment open to residents of CO, FL, MA, MD, ME, NC, TX, and WA. 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.

Expected Salary Range $70,000—$83,750 USD

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