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Sales Development Representative (Inbound)



Sales & Business Development
United States
Posted on Monday, September 25, 2023

Guideline is seeking a Sales Development Representative to join our growing Core Sales Team. This role will report to our Sales Leader.

Candidates can reside in FL, ME, MD, MA, NC, or TX

This team member will work 9:00am to 5:00pm Eastern Time Zone / 8:00am to 4:00pm Central Time Zone, Monday to Friday – this might be subject to change throughout the year.

What You Will Work On
As a member of Guideline's Sales team, you will engage and educate prospective clients to identify sales qualified leads for Account Executives.

You will facilitate lead handoffs between the sales development team and our account executives.

Your success will be determined by maximizing Lead Velocity and by qualifying as many leads as possible in a responsible manner.

The ultimate goal is to expand our retirement platform's reach by presenting Guideline's solutions to small business owners and large companies alike.

Ways you will support this mission include:

  • Develop and acquire new business
  • Communicate with prospective clients by email, and both inbound and outreach phone calls
  • Track and report sales activities and results
  • Diligently update CRM and focus on priority prospects

What We're Looking For

  • 1+ years of work or internship experience
  • Bachelor's degree preferred or equivalent experience
  • Experience with CRM software (SalesForce, Outreach, etc.)
  • Enjoy working with people and excel at building relationships
  • Exemplary verbal and written communication skills
  • Highly organized with strong attention to detail
  • Eye for efficiency gains and process improvement
  • Desire to learn new processes and technologies

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. 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 FL, ME, MD, MA, NC, and TX. 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
$65,000$65,000 USD