Guideline is the only 401(k) provider that doesn’t charge participants any fees on investments, regardless of the value of their assets or retirement account balance. And for employers, Guideline charges a low, flat rate fee per participant, in contrast to the asset-based fee model predominant in the industry.By offering a full-stack solution that automates plan administration and compliance, the Guideline team is combatting what’s unfortunately become the retirement industry status quo -- legacy providers have put profit over the interests of employees, abandoning the goal of the program in the first place: to give employees the opportunity to save as much as possible for retirement.Responsibilities:• Act as the primary point of contact for our clients• Own the client experience after the point of on-boarding, ensuring our clients are supported and satisfied• Drive product value by introducing new features and products to our clients• Execute routine analyses for on-boarded plans to ensure plan client success• Manage 401(k) plan design changes and upgrades for Guideline clients• Advocate for client product features; provide user feedback for new product features• Collaborate cross functionally with sales, engineering, operations, and our in-house financial planners in order to troubleshoot and help clients

Named one of the Best Places to Work in 2015 & 2016, Certify is disrupting the world of expense management with a simple and innovative cloud-based solution that’s scalable for companies of every size and industry.Responsibilities: • Ensuring the post-sales success of a portfolio of Certify’s customers• Own ultimate responsibility for the customer’s retention and expansion success. • Responsible for driving customer adoption and success by providing usage/adoption recommendations, performing Business Reviews and delivering an industry leading customer experience.• Develop and maintain long-term relationships from the C-Level down to achieve customer happiness. • Educate, present and up sell Certify’s additional products to customers. • Maintain accurate and current records of customer information in Sales force. • Serve as an escalation point for issues that impact the customer’s success and work with internal teams to drive resolution. • Partner cross-functionally with internal teams to identify and achieve mutual goalsSkills:• Experience using CRM software (Salesforce), and Microsoft Office Suite (Word, PowerPoint, Excel) • Strong interpersonal skills, and a proven track record of working cross functionally to resolve customer issues• Strong organization skills and superb capabilities with managing multiple high priority projects simultaneously and successfully• Excellent communication skills (both verbal and written), meticulous attention to detail, and a resourceful problem-solving attitude• A passion for building valued relationships with customers and managing the financial impact that clients make to the overall organization• Experience managing customer relationships and renewals with a SaaS product• Demonstrated ability in driving customer retention and fostering meaningful client engagements

Started as a recruiter/account manager for all of Eastridge's video game clients including Bandai Namco, Square Enix, Daybreak Games (SOE), Deep Silver, Behemoth, and 505 Games.Responsibilities:- Full cycle sourcing for candidates, on-boarding paperwork, payroll/invoice, and counseling.- Staff for gaming conventions and work as an on-site manager for my clients. As of July 2015 I have joined Eastridge's IT and Engineering division as a Technical Recruiter.Recruits for IT roles such as help desk/desktop support, PC technician, tech support, network engineers, software engineers, infrastructure specialists, system administrators, software trainer, technical writers.

I worked as a recruitment consultant focused on the online and digital marketing space. I recruit for SEM/SEO, web analytics, and web developers/engineers at mid senior to executive levels.Responsibilities:- Full life cycle recruitment for online marketing vacancies such as SEM, SEO, and Web Analytics- Business Development and lead generation- made sales call daily to attain new clients and manage existing ones. - Research and development- stayed up to date with new online marketing tools and technologies.- Followed and tracked key players and companies in the online marketing industry. Maintained and grew Adaptive’s database of candidates.- Partnered with internal recruiters and consulted with them to understand the company’s needs, position, and candidates that they are seeking. Worked closely with the internal recruiter throughout the entire hiring process.- Resourced candidates through various of resources- Approached candidates about job vacancy, worked on their resume, and advised them throughout the entire hiring process.- Participated in contract negotiations between the client and the candidate

Worked with PR and Promotions team for San Diego Event held at The House of BluesResearch and gather data on media outletsWrote and sent pitch letters to media outletsResponsible for RSVP databaseAttended several events around San Diego promoting Project EthosPromoting Project Ethos through social networking sites such as Facebook, twitter, and tumblr. Set up and broke down revenue (logistics)Cold calls, and follow up calls

Worked as a part time summer jobField markerting/promotionsResponsible for generating new possible leadsWorked at screen test eventsTrained and lead new employees