Guideline, Inc. is hiring a Remote Customer Onboarding Coordinator
\nGuideline is looking for a Customer Onboarding Coordinator to join the Customer Operations team.\n\nCandidates can reside in MT or PT time zones; this includes candidates in CO, WA, or El Paso/Hudspeth Counties (TX). Team members will work Monday - Friday, 9:00am to 5:30pm Pacific Time โ this might be subject to change throughout the year.\n\nWhat will you work on?\nGuideline 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.\nIn this role, you'll work with a portfolio of clients ranging from small business owners to C-level executives. \nYou 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.\n\n- Be the first point of contact for Guideline's clients through phone calls and email\n- Assist with new client onboarding and education\n- Work collaboratively and cohesively with Sales, Operations and Customer Success\n- Aggregate feedback and recommendations from clients to define our product roadmap\n- Assist with monthly projects, or any ad-hoc projects\n- Support documentation of processes & procedures\n\nThe Team\nThe 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.\nWe aim to design an easy and seamless implementation process for an often complex employee benefit system.\nOur goal is to trust with our clients, creating approachability and transparency, and laying the foundation for a delightful client experience.\n\nRequired Qualifications\n- 2+ years of client-facing support experience\n- Experience with customer support platforms and CRMs (JIRA, Salesforce, Talkdesk)\n- Ability to pick up new technologies, assess situations quickly, and look for smarter, more efficient ways to provide an educational client experience\n- Creative and analytical problem-solving abilities\n- Exemplary phone, listening, and writing skills\n- Bachelor's degree preferred or equivalent field-related experience\n\nMore About Guideline\nEveryone should have a simple, affordable way to save for retirement.\nAt Guideline, our plans are low cost and highly automated.\nThis makes it easy for companies to offer a valuable benefitโand easy for people to invest in their financial future with confidence.\n\nOffer Package \n\nThe expected Salary Range for this position is $70,000 annually. Compensation is determined by numerous factors such as your qualifications, experience, and work location.\n\nAdditional benefits:\n- Flexible vacation policy\n- Company equity\n- 401(k) with matching contributions\n- 100% paid employee insurance coverage\n- Annual learning and development stipend\n- Parental leave\n- Sabbatical after 5 years of employment\n\nGuideline 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.\n\nEmployment open to residents of CO, 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.\n\n#LI-Remote \n\n#Salary and compensation\n
No salary data published by company so we estimated salary based on similar jobs related to Design and Design jobs that are similar:\n\n
$70,000 — $100,000/year\n
\n\n#Benefits\n
๐ฐ 401(k)\n\n๐ Distributed team\n\nโฐ Async\n\n๐ค Vision insurance\n\n๐ฆท Dental insurance\n\n๐ Medical insurance\n\n๐ Unlimited vacation\n\n๐ Paid time off\n\n๐ 4 day workweek\n\n๐ฐ 401k matching\n\n๐ Company retreats\n\n๐ฌ Coworking budget\n\n๐ Learning budget\n\n๐ช Free gym membership\n\n๐ง Mental wellness budget\n\n๐ฅ Home office budget\n\n๐ฅง Pay in crypto\n\n๐ฅธ Pseudonymous\n\n๐ฐ Profit sharing\n\n๐ฐ Equity compensation\n\nโฌ๏ธ No whiteboard interview\n\n๐ No monitoring system\n\n๐ซ No politics at work\n\n๐ We hire old (and young)\n\n
\n\n#Location\nBurlingame, California, United States
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