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Sales Coordinator

Company: Guideline
Location: Portland
Posted on: November 14, 2021

Job Description:

Guideline is looking for a Sales Coordinator to join the Sales team. What will you be working on? As a member of the Guideline Sales team, the Account Coordinator is a sales development role. This role will be responsible for streamlining the sales process as a key role in qualifying and educating prospective clients to programmatically identify sales qualified leads for Account Executives. You will own lead qualification to optimize lead handoff between sales development level and account executives. You will report to the Manager of Sales. Success in this role will manifest by maximizing the Lead Velocity, which means the number of Qualified Leads per rep within a given period of time is constantly growing. Most of all, you enjoy working with others and excel in building relationships! The ultimate goal is to expand our retirement platform technology footprint with new clients through our ecosystem partners and present Guideline's solutions to new prospects and leads, and help drive the growth of Guideline. * Support our growing team to help develop and acquire new business * Communicate with and educate Guideline's prospective clients through phone calls, email, other online platforms * Perform outreach calls to small business owners and prospective clients * Help team members follow up with their daily tasks * Manage, track, and report activities and results * Diligently update CRM and focus on priority prospects * Other duties as assigned The Team The Guideline Sales Team is not the traditional sales team. We are in charge of turning all inbound leads (generated by marketing) into live customers. The sales process is fast and customer-centric. Our close rate is high because we are truly offering a superior product and a solution that companies need. Required Qualifications * 1+ years of work experience; SaaS experience useful * You enjoy working with people * Experience with CRM software (SalesForce, HubSpot, etc.) * Results-driven with exemplary phone, listening, and writing skills * Highly organized with strong attention to detail * Adaptable with the ability to pick up new technologies, assess situations quickly, and look for smarter, better ways to achieve goals * Flexible - we're moving fast, so the ability to constantly adapt to new conditions is a must * Bachelor's degree preferred or equivalent field-related experience More about Guideline Technology is the backbone of what we do. It allows us to automate many 401(k) administrative tasks, integrate with leading payroll providers, and build affordable retirement plans for the smallest businesses. But our platform is powered by people-engineers, account managers, data analysts, retirement consultants, and many more. Together, we're creating a retirement platform that puts people first and empowers small business owners, their employees and the self-employed to not just retire, but arrive at a secure retirement. In just a few years of operations, we've grown to over 20,000 clients and $4 billion in assets under management-and have raised $344M with top-tier investors. Employee Benefits * Flexible Vacation Policy * 401(k) Matching * 100% coverage of Health / Vision / Dental * Generous parental leave policy 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.

Keywords: Guideline, Portland , Sales Coordinator, Sales , Portland, Maine

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