Jobs at Guideline

• Process Optimization

Drive transformative improvements to the Salesforce selling journey by developing powerful automations and streamlined workflows, to enable greater efficiency and deliver insights that empower Marketing, Partnerships, and Leadership to amplify sales efforts
Analyze and report on pipeline health to proactively identify risks, forecast outcomes, and spotlight high-impact deals needing support. Establish self-serve systems that empower sales leaders to address challenges swiftly, driving revenue growth and ensuring sustained sales momentum
Assess and enhance sales processes to eliminate bottlenecks and unlock efficiencies. Drive the adoption of best practices that streamline workflows, minimize friction, and accelerate the sales cycle to enable sales reps to operate with greater speed and precision
Work alongside Product, Data Analytics, Commercial Technology, Marketing, and Partnerships to ensure a cohesive go-to-market strategy that aligns with the sales team’s needs. Drive initiatives such as product launches and targeted campaigns within the sales process, ensuring smooth integration and measurable results.

• Apply knowledge of regulatory compliance requirements, including but not limited to SEC, FINRA, and BSA to investment advisory, broker-dealer, banking services, and more;
• Monitor transactions and customer activities for signs of money laundering, fraudulent activity, and file suspicious activity reports (SARs) with authorities;

• Content strategy: You’ll have the opportunity to think strategically about Guideline’s brand, developing content concepts and exploring our narrative. As a key player in Marketing, you’ll be a driver of our short-term and long-term messaging.
• Refresh our voice and tone: You’ll help shape and hone our voice and tone, ensuring that every...