Bachelor's degree required, 3+ years experience in finance services, operations, or account management, Strong collaboration skills and comfort level with data and analytics, Investigative skills with sharp attention to detail..
Key responsibilities:
Diagnosing and resolving Tier-1 issues and bugs reported by customers and partners
Maintaining service excellence by resolving issues within SLAs
Regularly measuring and reporting on key performance indicators (KPIs)
Partnering with cross-functional teams to identify and execute efficiency projects.
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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.
The Production Support Team is seeking a collaborative and solution-oriented Operations Associate to play a vital role in making affordable retirement benefits accessible to American workers. This is an opportunity to thrive by tackling technical unknowns, diagnosing issues with resourceful problem-solving, and contributing to a tight-knit, energetic team. On the front lines, you will leverage strong communication, partnership, and your ability to connect the dots to directly contribute to a best-in-class customer experience, reporting to the Director of Operations.
What You Will Work On
Diagnosing and Resolving: Investigating Tier-1 issues and bugs reported by customers, partners, and internal teams to identify and implement effective, timely solutions.
Maintaining Service Excellence: Resolving issues within SLAs while managing operational changes to continue our best-in-class customer experience.
Strategic Escalation: Identifying and escalating issues to Tier-2 or Support Engineering based on established criteria, ensuring efficient problem resolution.
Data-Driven Insights: Regularly measuring and reporting on key performance indicators (KPIs), analyzing trends to provide valuable insights for continuous improvement.
Becoming a Product Guru: Developing deep expertise in Guideline's product, tools, and processes to effectively support our users.
Driving Innovation: Presenting your ideas and recommendations, proactively seeking and implementing opportunities to enhance our operational processes.
Cross Functional Improvements: Partnering with Customer Success, Product, Engineering, and Legal & Compliance teams to identify and execute projects that increase efficiency.
Supporting Team Operations: Assisting in the maintenance and updates of our essential tools and systems.
Contributing Broadly: Taking on other responsibilities as needed to support the team's success, adapting and learning new tools/processes.
What We're Looking For
3+ years experience in a finance services, operations, or account management role
Investigative skills to triage issues and find solutions quickly
Process oriented, accurate documentation skills, sharp attention to detail
Demonstrated ability to juggle and prioritize among multiple tasks
High comfort level with data and analytics with data manipulation
Strong collaboration skills: comfort level talking to different teams and levels
Passionate about technology
Bachelor's degree required
Compensation At Guideline, we believe compensation should be fair and equitable. We take a data-driven approach to set our compensation bands; the successful candidate’s starting pay will be determined based on job-related skills, experience, qualifications, and work location. We are always evaluating our pay zones to be as competitive as possible, so keep in mind these may be subject to change in the future.
Please speak with a recruiter for additional information regarding our tier locations and compensation philosophy
Metro+: The base salary range for this position is $72,500-$85,000 annually.
Metro: The base salary range for this position is $70,000-$82,500 annually.
National: The base salary range for this position is $70,000-$82,500 annually.
In addition to base salary, this position is for equity in the form of Incentive Stock Options (ISOs).
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.
Health
Medical, dental, and vision insurance — We offer multiple plan options with varying company premium contributions
Opt-out credit for waiving coverage
Health Savings Account and Flexible Spending Account
Company paid disability and life insurance
Optional Voluntary life insurance
Mental health benefit navigation with Rula for employees and dependents
Parental Leave
Paid parental leave for birthing and non-birthing parents
Generous Time Off
Flexible time off in addition to company holidays — We observe the NYSE Holiday Calendar
401(k) Plan
We use our own platform and contribute 100% of employee contributions up to 5%
Other Benefits
1-month paid Sabbatical after 5 years of employment
Annual learning and development stipend — We reimburse approved professional development expenses, up to $750 per employee per year
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. 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.
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Expected Salary Range
$70,000—$85,000 USD
Required profile
Experience
Industry :
Fintech: Finance + Technology
Spoken language(s):
English
Check out the description to know which languages are mandatory.