Sales Development Representative
Guideline is seeking a Sales Development Representative to join our growing Sales Team. This role will report to one of our SDR Managers. Candidates can reside in the following states : AZ, CO, UT, and El Paso / Hudspeth Counties (TX). Candidates can reside in MT or PT time zones and will be expected to work Monday through Friday 9am to 5pm Pacific Time. This may be subject to change throughout the year.
Fluency in Spanish is a strong plus, including the ability to read, write, and speak effectively with customers. Guideline was founded in 2015 by CEO Kevin Busque, when he noticed that young employees weren't participating in his company's 401(k) due to dated systems and high fees. A modern, easy to use, and affordable provider didn't exist, so Kevin and the founders built Guideline with the mission of helping everyone arrive at a secure retirement. We're now one of the fastest growing retirement companies (5th largest in the US), with more than 350 employees, 50,000+ businesses, and $15B+ invested on our platform. As we continue to expand, we're looking for driven individuals to join our growing team. As a Sales Development Representative (SDR), you will be our clients' first interaction with our Sales Team. You'll be responsible for educating and qualifying prospects who have different degrees of interest. If qualified, you will connect the prospects to our Account Executives (AEs).
What You'll Do :
- Engage with inbound leads (both new and existing), qualify prospects, and book calls and product demos with AEs through personalized outreach via calls and emails
- Ensure the prospect shows up to the meeting with AE; follow-up as needed
- Maintain SLAs for actioning and following up on leads (timeliness and consistency)
- Manage your own pipeline of leads, taking responsibility for driving activity and results
- Use Salesforce to monitor, track, and update lead activity, status, and information
- Effectively and efficiently leverage our sales tech stack - including Salesforce, Outreach, Gong, Talkdesk, Calendly, and Alysio
What you'll gain :
Weekly 1on1 coaching with your manager for continuous feedback and skill-buildingWeekly team meetings to collaborate, share strategies, and learn from peersA collaborative team environment that values feedback, transparency, and growthQuarterly reviews focused on your professional development, performance, and goalsA structured promotion path to Account Executive, typically within 12-18 monthsQuarterly Revenue All-Hands to hear directly from leaders and celebrate successesYour first 6 months :
Month 1 : Dive into onboarding, get to know the team, and build your knowledge of our product, market, and sales processMonths 2-4 : Begin your responsibilities as an SDR, including reaching out to prospects via calls and emails, responding to inbound leads, and generating new opportunitiesMonths 4-6 : Develop a solid understanding of our industry, product, and customers; be comfortable overcoming common objections; consistently meet or exceed daily goalsWho's a good fit :
You have at least 12 months of professional experience (including internships); prior sales or business development experience is a plusYou're driven eager to meet and exceed targets, hungry for growth, self-motivated, looking to grow your sales careerYou're curious always looking for ways to become more efficient and effective, excited to continue learning and gaining a deeper understanding of our product and industryYou're coachable open and receptive to feedback, embrace new tools and processes, growth-oriented, adapt quickly to changesYou're collaborative with a team first mentality, proactively sharing your knowledge and insights, willing to help and coach peersYou have excellent verbal and written communication skillsYou're highly organized, with a keen attention to detailWho's not a fit :
You're not looking to grow into an Account Executive role or pursue a career in salesYou're uncomfortable making or receiving a lot of phone calls on a daily basisYou have difficulty handling rejection or managing the ups and downs that come with a fast-paced sales roleYou struggle with change or prefer static environmentsYou live outside of the following states : AZ, CO, UT, and El Paso / Hudspeth Counties (TX)Offer Package :
This role offers a base salary of $50,000 with On-Target Earnings (OTE) of $77,000, which includes performance-based commission and has further upward potential with accelerators. Additionally, there is a structured promotion path within SDR levels based on consistent strong performance as soon as within the first 6 months. At Guideline, base salary is just one component of the overall Total Rewards package offered to employees. All employees are offered comprehensive benefits and perks to help support you and your family.
HealthOpt-out credit for waiving coverage
Medical, dental, and vision insurance We offer multiple plan options with varying company premium contributionsHealth Savings Account and Flexible Spending AccountCompany paid disability and life insuranceOptional Voluntary life insuranceMental health benefit navigation with Rula for employees and dependentsParental LeavePaid parental leave for birthing and non-birthing parentsGenerous Time OffFlexible time off in addition to company holidays We observe the NYSE Holiday Calendar401(k) PlanWe use our own platform and contribute 100% of employee contributions up to 5%Other Benefits1-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. Pursuant to the San Francisco Fair Chance Ordinance, we will consider for employment qualified applicants with arrest and conviction records. Additionally, Guideline participates in the E-Verify program in certain locations, as required by law.
Guideline is an equal opportunity employer. Applicants in need of special assistance or accommodation during the interview process can reach out to peopleops@guideline.com. 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.