Guideline

Sales Development Rep

• Support our growth and investor outreach initiatives
• Identify and research high-potential prospects within the investor community using LinkedIn, financial databases, and web research
• Use ChatGPT, Claude, and Canva to refresh, draft, and iterate on marketing collateral
• Perform "small data" tasks, including cleaning investor lists and running queries in Excel
• Deep-dive into specific investor profiles to understand their mandates, past investments, and strategic fit
• Support our Client Success Team to improve client retention through targeted outreach programs
• Translate complex data and research into clean, professional PowerPoint decks

Sales Development Intern

Sales

• Represent Guideline's data solutions to institutional investors, building awareness and credibility within the capital markets vertical
• Proactively identify and cultivate high-value prospective accounts, maintaining a robust and well-qualified pipeline of new business opportunities
• Manage complex, multi-stakeholder sales cycles with confidence, navigating intricate negotiations through to close
• Build and maintain senior-level relationships at target accounts
• Work cross-functionally with product, marketing, and sales development teams
• Deliver accurate forecasts and weekly pipeline updates, leveraging Salesforce and Gong

Sales Director, Capital Markets

Customer Success Manager

• Research target companies and identify relevant decision-makers across marketing, media, and procurement teams.
• Build prospect lists that support outbound sales campaigns.
• Assist with preparing messaging for cold email and LinkedIn prospecting.
• Conduct light market research to identify companies that could benefit from Guideline's product suite.
• Monitor database usage across client accounts to identify organizations approaching license limits or increased engagement.
• Flag potential upsell, renewal, or expansion opportunities for the Sales and Customer Success teams.
• Support account health tracking and help ensure customers are maximizing value from the platform.
• Maintain the accuracy and cleanliness of the company CRM (e.g., HubSpot, Salesforce).
• Remove outdated contacts, correct invalid emails, and ensure company records remain up to date.
• Assist with organizing sales pipeline data, updating opportunity records, and improving CRM reporting.
• Help track deal progress across the sales pipeline and ensure records remain organized.
• Assist sales reps in preparing materials for meetings, demos, and follow-ups.
• Assist with internal preparation for client meetings, renewals, and performance reviews.
• Help coordinate internal follow-ups and ensure action items from client conversations are tracked.

Sales Development Intern

Sales Director, Capital Markets

Sales & Customer Success Intern