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Client Relationship Manager (Mountain or Pacific Time Zone)

United States


Guideline is seeking an Account Coordinator to join our growing Customer Support team. This role will report to our Manager, Customer Support.

  • Candidates can reside in CO or WA
  • This team member will work a schedule of 8:30am-5:30pm PT, Monday to Friday – this might be subject to change throughout the year


What you will be working on


This individual will act as a first point of contact for our clients while supporting the Customer Support team with special projects.

Your day-to-day will be focused on daily management and organization of product tools such as Confluence, Jira, Talkdesk, and Salesforce. 


We are looking for a highly organized team player and natural problem solver willing to wear multiple hats on a daily basis.

  • Act as the first point of contact for general client inquiries through phone and email inbound
  • Drive product value by maintaining internal team tools such as creating/updating documentation, general daily maintenance and whatever else will help our clients and our team succeed
  • Ensure timeliness and smooth processing of Customer Support team workflows
  • Drive exceptional standards for Customer Support operations to ensure customer needs are operating efficiently
  • Support collaborative communication with cross-functional teams


The Team


Customer Success makes sure that our customers have a great user experience. 

We are a high-energy group and work closely with the departments in Customer Operations. 


The company relies on us to maintain customer satisfaction and high retention rate.


Qualifications


  • 1+ years experience in project management, customer care
  • Experience in Finance or technology industries desirable
  • Results-driven with exemplary phone, listening, and writing skills
  • Experience with customer support platforms and CRMs (Talkdesk, Salesforce, Zendesk)
  • Adaptable with the ability to pick up new technologies, assess situations quickly, and look for smarter, better ways to achieve goals
  • Creative and analytical problem-solving skills
  • Demonstrated strong verbal and written communication skills
  • Flexible - we’re moving fast, so the ability to constantly adapt to new conditions is a must
  • Enthusiastic and high energy, but also poised, confident and extremely professional
  • Bachelor’s degree preferred or equivalent field-related experience
  • Ability to pass background and credit check for employment


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 salary for this position is $65,000 annually. 


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 for this role is open to current residents of CO or 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.


#LI-Remote


Expected Salary Range

$65,000—$65,000 USD

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Guideline is an all-inclusive 401(k) technology designed for growing businesses. We handle all plan administration for you, including set up, participant enrollment and education, recordkeeping, investment management, compliance, and reporting.

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CULTURE VALUES
Transparent & Candid
Inclusive & Diverse
Mission Driven
Growth & Learning
BENEFITS & PERKS
401K Matching
Mental Health Resources
Medical Insurance
Dental Insurance
Vision Insurance
Learning & Development
Paid Time-Off
Unlimited Vacation
Maternity Leave
Paternity Leave
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DATE POSTED
October 10, 2023

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