Operations Associate

We’re looking for an Operations Associate to join our team! This role reports directly to the Operations Manager on the Corrections team and is part of our 60-person Operations organization, which includes Corrections, Client Operations, Annual Compliance Operations, Data Reconciliation, and Client Transition Operations. As an Operations Associate, you will play a key role in supporting behind-the-scenes servicing to ensure a seamless experience for our clients. You’ll help scale our operational workflows through process improvements, data analysis, and automation, leveraging data tools to create an efficient, scalable servicing model. We’re looking for a collaborative, detail-oriented professional who is eager to contribute to Guideline’s mission of making affordable retirement benefits accessible to American workers. If you thrive in a tight-knit, supportive team environment and are excited to grow in your career, we’d love to hear from you!

• Develop scalable processes to drive efficiency as the business grows
• Collaborate with cross-functional teams to address customer questions and support active operational projects
• Collect and refine best practice recommendations, and continuously look for ways to improve processes, internal tools, and external product features
• Investigate errors to determine the cause of client issues and recommend corrective actions
• Assist the Operations team in maintaining and updating tools, systems, and standard operating procedures (SOPs)
• Contribute to company-wide projects, such as account reconciliation and plan compliance
• Enhance plan compliance by facilitating corrective actions in accordance with rules and regulations
• Provide internal support and become proficient in Guideline’s core platform and workflows
• Take on additional responsibilities as needed

• A results-driven individual who takes ownership and works backward from outcomes to deliver results in a fast-paced environment, effectively prioritizing scope, quality, time, and resources
• Someone who is process-oriented with strong organizational and documentation skills
• Someone passionate about leveraging technology to improve processes and outcomes
• A natural curiosity with a problem-solving mindset, always asking "why" to drive better solutions
• A systems thinker with the ability to analyze and learn complex systems
• A person with technical proficiency in Excel, G-suite, SQL, and Salesforce
• Intermediate to advanced Excel skills, including proficiency with VLOOKUP, INDEX MATCH and, pivot tables
• Experience with basic data and analytics tools, including BigQuery, Looker, Tableau, and Data Studio
• A team player who is comfortable engaging with different teams and stakeholders at all levels
• Experience and deep understanding of 401(k) rules and regulations pertaining to corrections, testing and limits
• Client-facing experience, with the ability to deescalate challenging situations and find mutually agreeable solutions
• Bachelor’s degree preferred, but not required

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.

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. These pay zones may be modified in the future.

Please speak with a recruiter for additional information regarding our tier locations.

• Metro+:
  The base salary range for this position is $74,000 - $86,500 annually.
• Metro:
  The base salary range for this position is $71,500 - $84,000 annually.
• National: 
  The base salary range for this position is $71,500 - $84,000 annually.

In addition to base salary, this position is eligible to receive 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. 

If you have a disability or special need that requires accommodation, please don’t be shy and contact us at [email protected].

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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