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Account Coordinator - Customer Success



Customer Service, Sales & Business Development
United States
Posted on Thursday, September 28, 2023

Account Coordinator - Pacific Time Zone

Candidates must reside in CO or WA; they will work Pacific Time (PT)

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

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.


  • 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 expected Salary Range 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 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.


Expected Salary Range
$65,000$65,000 USD